Email Marketing Tool

Bibi-Joan
Member

How to have only one consent box?

SOLVE

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?

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to have only one consent box?

SOLVE

Hi @Bibi-Joan,

 

If you only want one checkbox, you would have to set up a contact-based workflow that does the following:

  1. Enroll records when they submit the form + have an opt-in for whichever of the two checkboxes you keep in the form
  2. 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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to have only one consent box?

SOLVE

Hi @Bibi-Joan,

 

If you only want one checkbox, you would have to set up a contact-based workflow that does the following:

  1. Enroll records when they submit the form + have an opt-in for whichever of the two checkboxes you keep in the form
  2. 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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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Bibi-Joan
Member

How to have only one consent box?

SOLVE

Ahh ok. Is there also an integration with which I can do this? Because we don't have a marketing pro. Thanks!

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to have only one consent box?

SOLVE

@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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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Bibi-Joan
Member

How to have only one consent box?

SOLVE

Ok thanks. And is that subscription to sales obliged? What happens if we remove that and people do not give consent to that?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to have only one consent box?

SOLVE

@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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Bibi-Joan
Member

How to have only one consent box?

SOLVE

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.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to have only one consent box?

SOLVE

@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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes