close
close

18 April 2018

MailChimp: Collect Consent With GDPR Forms

arrow_drop_down_circle

If your business is based in the European Union (EU), or you process the personal data of EU citizens, the General Data Protection Regulation (GDPR) affects you.

The GDPR says you must obtain freely given, specific, informed, and unambiguous consent from your contacts. You also must clearly explain how you plan to use their personal data. So we’ve updated MailChimp signup forms to help you stay compliant with this law. Our optional, GDPR-friendly forms include checkboxes for opt-in consent and editable sections that explain how and why you are using data.

In this article, you’ll learn how signup forms can help you comply with the GDPR.

Before You Start

Here are some things to know before you begin this process.

  • First of all, it’s important to know that simply enabling GDPR fields on your signup forms does not make you compliant. It’s the first step of the process. To collect consent from new and existing contacts, you’ll set up your forms, create a segment, and send a consent campaign.
  • GDPR forms are not compatible with embedded forms or MailChimp Subscribe.
  • GDPR forms are only compatible with certain styles of pop-up forms.
  • MailChimp offers tools and information as a resource, but we don’t offer legal advice. We recommend you contact your legal counsel to find out how the GDPR affects you.
  • Plus, if you’re located in the EU or use MailChimp to market to anyone in the EU, review Section 20 of our Terms of Use and Section 16 of our Privacy Policy. These sections include important information about how MailChimp treats EU data, and what you should do if you’re keeping EU data in your MailChimp account.

How It Works

Here are some things to know before you begin this process.

  • First of all, it’s important to know that simply enabling GDPR fields on your signup forms does not make you compliant. It’s the first step of the process. To collect consent from new and existing contacts, you’ll set up your forms, create a segment, and send a consent campaign.
  • GDPR forms are not compatible with embedded forms or MailChimp Subscribe.
  • GDPR forms are only compatible with certain styles of pop-up forms.
  • MailChimp offers tools and information as a resource, but we don’t offer legal advice. We recommend you contact your legal counsel to find out how the GDPR affects you.
  • Plus, if you’re located in the EU or use MailChimp to market to anyone in the EU, review Section 20 of our Terms of Use and Section 16 of our Privacy Policy. These sections include important information about how MailChimp treats EU data, and what you should do if you’re keeping EU data in your MailChimp account.

GDPR Fields

GDPR form fields include checkboxes that your contacts will use to opt-in to your marketing, and space for you to add the necessary information. MailChimp provides suggested language that you can edit to fit your marketing plan. Make sure each section accurately describes your marketing activities.

This table explains what you need to include in each field.

Description This field describes why you are collecting the information on your form, such as providing marketing and product updates.
Options This field uses checkboxes to get consent for each marketing activity you conduct. MailChimp will provide a few common marketing activities to choose from, and you can add your own. Remember that each marketing activity must be clearly communicated and requires separate consent.
Legal Text This field explains how you’ll use contacts’ data. Statements you make in this section must be consistent with your practices, so be sure to edit this field to meet the needs of your business. Include your contact details on the signup form – the GDPR requires the organization collecting the personal data (that’s you) to identify themselves. Let your customers know they can change their mind at any time with the Unsubscribe link.If you plan to use data you collect from your contacts to advertise online, clearly explain your advertising activities and make sure your Cookie Statement describes any cookies or tracking technologies you might use. If you’re not sure, MailChimp’s Cookie Statement includes a section called Cookies served through the Services that describes technology you (or your website) might use, depending on the features you use through MailChimp.
Privacy Policy and Terms This non-editable field lets your contacts know that you’ll be storing their info in your MailChimp account, so there’s no need for you to describe this storage activity in the legal text field of your form. A link to MailChimp’s Privacy Policy and Terms is included.

Advertising Activities

If you plan to use data you collect from your contacts to advertise online, clearly explain your advertising activities and make sure your Cookie Statement describes any cookies or tracking technologies you might use. If you’re not sure, MailChimp’s Cookie Statement includes a section called Cookies served through the Services that describes technology you (or your website) might use, depending on the features you use through MailChimp.

Privacy Policy and Terms: This non-editable field lets your contacts know that you’ll be storing their info in your MailChimp account, so there’s no need for you to describe this storage activity in the legal text field of your form. A link to MailChimp’s Privacy Policy and Terms is included.

Which forms are compatible with GDPR fields?

After you enable GDPR form fields for your list, these fields will be included in the hosted signup forms for your list, update profile forms, and signup landing pages.

The fields will also be included on pop-up forms that use the Modal design format, and either None or Top image alignment.

GDPR fields are not compatible with embedded forms, form integrations, or MailChimp Subscribe.

Set Up Your GDPR-Friendly Signup Form

To use GDPR fields on your signup forms, enable them for each list that collects or contains personal data from EU citizens, then edit them to reflect your marketing practices.

Enable GDPR fields

After you enable GDPR fields for a list, they will be available to view and edit in the form builder. These fields will be included on most signup forms associated with that list, including pop-up forms, the hosted signup form, and signup landing pages.

  1. Navigate to the Lists page.
  2. Click the drop-down menu next to the list you want to work with.
  3. and choose Settings.
  4. Click List name & defaults.
  5. Check the box next to Enable GDPR fields.
  6. Click Save List And Campaign Defaults

You’re all set. GDPR fields will appear in the form builder for you to view and manage. On the Lists page, you’ll see a GDPR icon next to the name of the list.

Edit GDPR fields

GDPR fields are only editable from the form builder. The changes you make in the form builder will apply to most MailChimp signup forms, including compatible pop-up forms and landing pages.

  1. Navigate to the Lists page.
  2. Click the drop-down menu next to the list you want to work with and choose Signup forms.
  3. Click Select next to Form builder.
  4. In the Build It section, click Field Settings.
  5. Edit your GDPR fields. When you’re done, click Save Fields. If you’d like to require your contacts to choose an option before they subscribe, check the box next to Require at least one option.
  6. When you’re done, click Save Fields.

After your forms are in use, be careful about any further edits you make. If you change a checkbox option, the consent you received before making the change will no longer be valid and you’ll need to reconfirm opt-in. If you want to change your form, we suggest that you add a new checkbox or remove an old one.

Segment Your List By Marketing Permissions

After you’ve set up your marketing permission checkboxes, segment your list to make sure you send your campaign only to the people who have given consent through your signup form.

To create and save a segment in your list, follow these steps.

  1. Firstly, navigate to the Lists page.
  2. Then click the name of the list you want to work with. Your GDPR lists will have a badge next to the list name.
  3. Find Create A Segment and click it.
  4. After that, you’ll find in the first drop-down Marketing Permissions.
  5. Then create a separate segment for each marketing permission. You can add up to five conditions to create a segment that includes contacts who have opted-in to more than one marketing permission.
  6. When you’re satisfied with your conditions, click Preview Segment to view the contacts that match your conditions.
  7. Click Save as segment.
  8. In the Save Segment pop-up modal, type in a name for your segment, and click Save. Make sure the Auto-Update box is checked. This will update your segment each time new contacts join.

To learn more about managing segments, check out Save and Manage Segments.

Collect Consent

Now that you’ve updated your forms and your segments are set up, you’ll be able to collect consent from new contacts and market accordingly. But, you still need your existing contacts to opt-in to your marketing permissions. The best way to do this is to send a consent campaign to each list affected by the GDPR.

We’ve created an email template to help you, or you can build the campaign from scratch. Send your consent campaign to everyone on your list, and make sure it includes an Update Profile link. Click tracking does not work with the Update Profile link or other merge tags, so you’ll need to use the GDPR form fields and segments to see who has updated their settings.

  1. Create a new email campaign.
  2. In the Content section, click Design Email.
  3. Click the Themes tab.
  4. Click the drop-down menu and choose Subscriber Alerts.
  5. Click the GDPR Subscriber Alert template.
The template includes suggested language that you can edit. Preview and test your email campaign as you normally would, and send it to your complete list. After you send your consent campaign, use your Marketing Permissions segments to communicate only with contacts who have expressly opted-in to your marketing. You may find it helpful to bulk unsubscribe all contacts who have not opted to receive any marketing from you. We are not aware of anything that specifically prohibits you from sending a reconfirmation email after May 25th. Some EU authorities recommend that businesses periodically refresh consent, suggesting that reconfirmations can still be sent. The important thing is that you need to ensure that you have a legal basis – such as consent or a legitimate interest – to send an email to a contact. If you don’t feel like you have a proper basis under the GDPR to email a contact, you may want to refrain from sending a reconfirmation email and remove the contact from your list. As always, we suggest you reach out to local counsel in your area to discuss the specifics of your situation.

Form Versions

When a new contact signs up for your GDPR-enabled list through a hosted, embedded, pop-up, or landing page signup form, we’ll record the field information in a plain-text version of your form. This captures the GDPR fields your contact saw when they subscribed, so you can show that you accurately described your marketing activities. You can view this information at any time on the contact’s profile page.

You can edit the opt-in preferences for your contact here, but we don’t recommend it. If you choose to edit your contact’s preferences, make sure you have their express and verifiable consent.

If you are a MailChimp user and are looking for support, please feel free to get in touch.

Privacy Preference Center

Strictly Necessary

Cookies that are necessary for the site to function properly.

DYNSRV

Performance

These are used to track user interaction and detect potential problems. These help us improve our services by providing analytical data on how users use this site.

_ga, _gat, _gid

Close your account?

Your account will be closed and all data will be permanently deleted and cannot be recovered. Are you sure?