HubSpot workflows, email subscriptions, & GDPRSOLVE
Jul 9, 2018 5:12 PM
From a HubSpot usage and GDPR compliance perspective, I’m curious to know how others are making this scenario work:
At the software company I work for, we have landing pages that offer free 30-day trials of our products. I’ve turned on HubSpot’s “Notice and Consent/Legitimate Interest” text on the forms, specifically ‘consent checkboxes for communications and processing’.
Additionally, for quite some time we've had workflows set up for these trials to welcome the users, help keep them engaged, offer tips on the product, and remind them that their trial is coming to an end. The workflows are set under a “subscription type” as required by HubSpot - however, with the new GDPR feature enabled and the consent option turned on for the forms, I only see an option to make the “consent to process” a required field, and there seems to be no way to make a subscription type a requirement to complete the form… which means that none of my workflow emails can be sent if someone doesn’t check the box. On one hand, I can understand the GDPR spirit of giving people the option to choose or not choose to hear from us… but then again they’re interested enough to want a product trial, and we need to give them some info about using the product. So, what gives?
I’m curious how others are using workflows while also being compliant (without having to manually opt in each contact and complete the ‘consent - legitimate interest’ record)? Am I missing something?
Solved! Go to Solution.
Jul 11, 2018 10:31 AM
Thanks for looping with me @MFrankJohnson
@AmandaFL I completely understand your specific needs here. However, from a technical and automatic perspective it would be hard to attribute a proper consent on an email by email basis.
Realistically if we can something along the lines of "allow workflow emails" or anything along those lines, we couldn't accurately attribute consent to this, especially if someone had opted out.
I don't want to speak to any of the legaility or compliance of all of this, this would really be up to your legal council. However, if you feel you want to email some people without subscription types in HubSpot you can enable GDPR settings and un-check the "only allow marketing emails to be sent....." checkbox. This will enable all GDPR settings, however it will allow you to email anyone in your portal still, even if they do not have a subscription type.