Confirmation Form

You are here:

In order to be GDPR compliant, as an email marketer, you need to obtain consent from your contacts that they agree to receive your marketing content. The consent collected must be freely given, specific, informed and unambiguous, so as to reflect an obvious explicit agreement to be contacted via email/sms.

For consent to be valid under GDPR, a customer must actively confirm their permission to receive your marketing content, either by ticking an unchecked opt-in box or by double opt-in.

One way to obtain consent from your contacts in MarketingPlatform, is via a Confirmation Form – a form containing a Confirmation Email and a Thank You Page. By using a Confirmation Form, you can rest assured that the consent obtained will be fully compliant with GDPR requirements.

When do we use a Confirmation Form? A Confirmation Form is mostly used in the following cases:

  • To obtain consent from external contacts – contacts that have subscribed to your content by any type of subscription, other than our system Subscription Forms. System Subscription Forms contain a built-in Confirmation Email sent by default as part of the subscription process, and you can style it when creating the form itself. In case your contacts are imported via API/Connector, creating a Confirmation Form is highly recommended, as API/Connector sources will need the Confirmation Form created in order to style the Confirm Page/Email to your preferences. Otherwise, any unconfirmed profiles entering your list will receive/see the default system Confirmation Page/Email.
  • Any scenario where you want to obtain consent from manually imported unconfirmed contacts – in this case you would import them as unconfirmed and send them a Confirmation Email. Only when they have confirmed, they will be given a confirmed status.

Create a Confirmation Form

To create a Confirmation Form, access the “Forms” dropdown menu on the left side of your screen. By clicking on “Create a Form”, you will be taken to the setup page, where you can build your form and apply other settings.

1. Select List(s) and Setup

First thing you will need to do is give the form a name. The name given should be clear and easily identifiable for you and others that may need to work from your account on the platform.

Select List(s)

Next, you select the list(s) which you want to assign the form to. Please note that only one Confirmation Form can be created per list.

Select Form Type

After selecting the list(s), you should select “Confirmation Form” from the list of available form types (see image below):

A screenshot from the interface of MarketingPlatform picturing the instructions for using a Confirmation Form.

If you scroll down the page, there are also other settings available such as:

  • Select Language: select the language in which your form should be.
  • Properties: our confirmation forms are always with double opt-in to ensure that only good contacts get on your list.
  • Communication: choose whether you want to send your contacts our standard Thank You Email once they have opted-in through the Confirmation Email (in case you want to create your own autoresponder email, you leave out this field). You can also choose to receive new profile details via email when someone has confirmed their subscription. You can read more about Sending a Confirmation Email with Autoresponders here.

A screenshot from the interface of MarketingPlatform picturing the instructions for using a Confirmation Form.

2. Build Forms and Preview

By clicking on “Continue” you will be taken to the “Build Forms and Preview” panel. Here you can customize the pages and emails that are part of the confirmation process:

  • Thank You Page: the page that will appear once your contacts have confirmed their consent (you can also choose to add a link that will direct them to another website address once they have confirmed)
  • Thank You Email: if you have ticked this on the previous page, an email with a Thank You text will eventually be sent. You can advantageously set up your own welcome flow instead. Read more about Setting Up a Welcome Flow here.
  • Confirm Email: this email is sent immediately to the contact and contains a confirmation link. Only when the contact has confirmed their consent, will they be active on your contact list.
  • Recovery Email: the email that will be sent if a contact has tried to update their email address and contains a recovery link.
  • Recovery Page: the page that will appear when a contact has recovered their email address.
  • Error Page: the page that will appear in case an error occurs during the confirmation process or in case your contact is already confirmed.

A screenshot from the interface of MarketingPlatform picturing the instructions for using a Confirmation Form.

Was this article useful?
No 0
Article views: 154