For information and advice about how to comply with GDPR in your business and country, please contact an attorney or professional advisor.
Applying GDPR Strategies in Ontraport
Your advisors and other experts may recommend various strategies for complying with GDPR; here’s how to accomplish some of those strategies using Ontraport.
Adding a checkbox to your opt-in forms assures that your leads have given you consent to correspond.
First, you’ll create the checkbox field in your account:
- Go to → Settings → .
- Click at the bottom of the Contact Information section.
- Name the field and select “Checkbox” for the type. Leave the checkboxes for “This field is unique” and “This field is required” unchecked if you have them. Click .
- Click at the top right.
Next, you’ll add the checkbox field to your forms.
- Go to the form block on your Ontraport Form, and select it for editing.
- For order forms, click the Contact Fields section in the palette. On Smart Form blocks, select the Form section to expose the contact fields for editing.
- Click the + Add button at the bottom of the palette to add a field to the form. Select the checkbox field you just created.
- If you are working with a form on the Ontraport Pages builder, simply drag a form field from the palette, select the field and add it to the current form.
- Configure the checkbox:
- For situations where you’d like the checkbox to be optional (such as “Also send me email” or “permission to use your data for marketing”), do not check the “Required field” checkbox.
- For situations where your contact must click the checkbox to continue submitting the form (such as agreeing to your Terms of Service or Conditions of Sale), click the “Required field” checkbox.
- Save the checkbox field, then click Done in the palette. Save the Ontraport Page or Ontraport Form and publish it.
No additional steps are needed for this since Ontraport automatically records the IP address the browser provides for any opt-in form.
Note, in some cases the browser does not provide an IP address and the field is left blank. The IP address field may also be blank if you import contacts, add them via API or enter them manually. IP addresses can be found in the contact record under the System Information tab.keyboard_arrow_downkeyboard_arrow_up
Some consultants advise not to use IP address geolocation to estimate the contact’s city, province or state and country because the person hasn’t provided that data to you on a form.
You can email our Support team at email@example.com if you’d like to have geolocation turned off in your account.keyboard_arrow_downkeyboard_arrow_up
- Create a new Ontraport Form and select a text block or callout block you can edit for this purpose.
- Publish the form and select “Automatic Lightbox.” Select the popup position. Choose to have it trigger after two seconds, and select the checkbox for “If popup has been closed or filled out, don’t show to this visitor again.”
- Copy the form code and insert it on your landing pages.keyboard_arrow_downkeyboard_arrow_up
- Delete all of someone’s personal data: To delete someone’s personal data, simply delete their contact record. Their data will no longer be available to anyone. Ontraport will also delete their data using our normal processes.
- Delete some of someone’s personal data: Go into their contact record and manually delete the data in the fields. Ontraport will also delete the data using our normal processes, and it is not stored anywhere else.
- Show someone their personal data: You may wish to give your contacts access to the data you have collected from them. There are two suggested methods to achieve this.
- Use the Export function in Contacts to export all of the data fields for their contact record. This is provided in standard CSV format and meets most requirements.
- Create an Ontraport Page with all of the contact fields displayed as merge fields. Send the Ontraport page link in an email as a PURL to have the merge fields populated with the contact record values.keyboard_arrow_downkeyboard_arrow_up