topic Re: Where to see opt-in status in GDPR

Where to see opt-in status

KLottoShabat — Thu, 06 May 2021 10:19:26 GMT

Hi,
For a recent webinar I've created two opt-in tick boxes: a) consent to receive further communications from our company and b) consent to be contacted by panelists.
Looking at my contacts, I only manage to see a field called 'legal basis to process contact's data' and it says for all registrants 'freely given consent from contact'.
I assume this is the legal basis for any communication related to the webinar, but not an opt-in to either the first and/or the second option. Where would I see the types of consent?
Many thanks,

Kathrin

Re: Where to see opt-in status

karstenkoehler — Thu, 06 May 2021 10:27:40 GMT

Hi @KLottoShabat,

This depends on the exact setup. Did you choose subscription types in the left sidebar of the form editor, like in my screenshot below?

If yes, then there are two ways to access this information. (In any case, you're not able to access this via contact properties which is... unintuitive.)

For individual contacts, you should see a section called Communication subscriptions in the left sidebar of the contact record:

This is where active subscriptions or opt outs would show.

If you want a list of all contacts who've selected a checkbox for a subscription in your form, you can create a list and filter for these Email subscriptions. (Second to last item in my screenshot.)

Keep in mind that this isn't saying anything about an email confirmation / double opt-in. Whether a contact has confirmed or not confirmed their subscription is stored in the property Marketing email confirmation status.

If you're using custom properties for any of the steps above, it will look different for you. If you get stuck, feel free to share a screenshot and I'll happily provide more help.

Hope this helps!

Re: Where to see opt-in status

KLottoShabat — Sun, 09 May 2021 10:41:34 GMT

Vielen Dank, Karsten! Leider konnte ich keinen Artikel dazu im Knowledge-Zentrum finden. Ev. solltest Du diese ausfuehrliche Antwort als Artikel vorschlagen? Das Thema wird sich oefters stellen, wie ich vermute...

Re: Where to see opt-in status

karstenkoehler — Sun, 09 May 2021 10:43:57 GMT

Helfe gern, @KLottoShabat 🙂 Wer über die Inhalte der Wissensdatenbank entscheidet, weiß ich gar nicht, aber wir können ja mal @MiaSrebrnjak darauf aufmerksam machen. Viele Grüße!

Re: Where to see opt-in status

KLottoShabat — Sun, 09 May 2021 10:47:36 GMT

Sure. Glad to endorse this also in English!

Re: Where to see opt-in status

MiaSrebrnjak — Mon, 10 May 2021 13:26:53 GMT

Hi @KLottoShabat,

You're absolutely right, we often get questions about the lawful basis of processing and communication subscription types in HubSpot! Thank you for looping me in @karstenkoehler!

There are a couple of Knowledge base articles I wanted to share, but I also wanted to thank you for your feedback, it's much appreciated, I will forward it to our Knowledge Base team.

The information and usage instructions for our tools should be clear and easy to find. If you'll have trouble finding the right documentation in future, I would recommend reaching out to your Customer Success Manager or our Support team - they can request new information or an update to an existing Knowledge base article. If you want to provide feedback for a specific Knowledge base article, you can do so yourself, if you scroll to the bottom of the article:

These are the articles I wanted to share with you:

Add notice and consent information to your HubSpot form or pop-up form explains different types of consent information you can collect via a form. I want to highlight this part of the article that points out that the collected information is saved as a contact property / field and as a separate section on the left side of a contact record:

As Karsten already mentioned, you are always required to select a communication/subscription type if you include a communications consent checkbox in your form. You're probably already aware of this, because you have already created a custom subscription type, but I still wanted to share this Knowledge base article that provides more information about subscription types.
While the selected lawful basis of processing is saved as a contact property and can be used as a filter criteria in the contact overview, the information about communication subscriptions is saved in a separate section on the left hand side of a contact record to provide a better overview. Here's a Knowledge base article with more information about managing contacts' subscriptions.
Apart from checking the subscriptions section on individual contact records, you can also use email subscription types as list criteria to create a list of all contacts that selected a specific communication type, more information in this article.

Hope this helps!

Cheers,

Mia

Re: Where to see opt-in status

karstenkoehler — Mon, 10 May 2021 13:44:28 GMT

Thanks @MiaSrebrnjak!