If people want to opt-in for the newsletter we now have 2 consent boxes. See below. One to subscribe to the Sales communication (which is obliged we ask that I guess) and one to subscribe to the Marketing newsletter. However, I would preferably just want one box to give consent for both. How did you solve this? Do you have some examples of how you do this?
If you only want one checkbox, you would have to set up a contact-based workflow that does the following:
Enroll records when they submit the form + have an opt-in for whichever of the two checkboxes you keep in the form
Use the 'Manage communication subscriptions' workflow action to opt the contact into the subscription type belonging to the checkbox you removed
If you only use one checkbox, you would of course have to make sure that it reflects both consent texts in one. (This reply does not constitute legal advice.)
Without a Professional or Enterprise subscription and access to workflows, the above cannot be done. You would either have to simply remove one of the checkboxes, if that's an option, or live with both.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
If you only want one checkbox, you would have to set up a contact-based workflow that does the following:
Enroll records when they submit the form + have an opt-in for whichever of the two checkboxes you keep in the form
Use the 'Manage communication subscriptions' workflow action to opt the contact into the subscription type belonging to the checkbox you removed
If you only use one checkbox, you would of course have to make sure that it reflects both consent texts in one. (This reply does not constitute legal advice.)
Without a Professional or Enterprise subscription and access to workflows, the above cannot be done. You would either have to simply remove one of the checkboxes, if that's an option, or live with both.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@Bibi-Joan as far as I know, no, unfortunately. Typically (again, my reply is not legal advice), customers simply do not display the sales consent checkbox. I'd recommend checking with your legal team if that is an option.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@Bibi-Joan that's something that you would have to discuss with your legal team. Typically, companies phrase the consent text in a way that one checkbox and the data processing text cover sales use cases.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Ah ok so it does not have an impact on hubspot? For example with newsletters if you do not mark someone as contact for marketing you can't send the newsletter to them.
@Bibi-Joan that depends on whether you have "Legal basis required" enabled in your GDPR settings. If so, yes, the sales person would have to manually confirm the legal basis whenever they want to email a contact from within HubSpot.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer