Express Opt-In Checkbox on Forms - CASL Compliance | Community
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Ande_Kempf4
Ande_Kempf4
Level 4
June 14, 2017
Solved

Express Opt-In Checkbox on Forms - CASL Compliance

  • June 14, 2017
  • 4 replies
  • 9234 views

Hello! I was wondering how you guys were handling a certain operating procedure for getting expressed opt-in for Canadian prospects. In my understanding, if you are obtaining expressed opt-in on the forms of your site, the opt-in question must be unchecked.

However, if the expressed opt-in question must remain unchecked at all times regardless if the prospect is a returning visitor who already has expressed opt-in, then doesn't that continuously allow prospects the opportunity to opt-in/out?

Let me know if I am wrong! If not, how are you getting around this? I was discussing with a colleague the possibility of creating a temp "Express Opt-in" field on forms thats purpose would be to only update the records real "expressed opt-in" if it is not yet marked, TRUE.

OR use progressive profiling for the Express Opt-In field on the forms. That way the Opt-In field is removed once it is filled out. However, I can imagine ways in which this could get messy. And to my knowledge, the expressed opt-in field is required to be on forms at all times. Again, let me know if I am wrong.

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    Best answer by Dan_Stevens_

    Hi Ande - When forms are used on Marketo LPs, we only show the opt-in checkbox if they've never opted in before - using visibility rules (every time someone opts in, we also capture opt-in date and opt-in program for auditing purposes):

    We also have a series of smart campaigns that handle our opt-in process:

    And if the form is embedded on a non-Marketo LP (which is most, in our case), we have a smart campaign that keeps them opted in:

    4 replies

    J
    Julz_James
    Level 8
    June 15, 2017

    I would leave the checkbox unticked on all forms, but have a field that date stamps when the check box was originally checked.  As long as you have proof of when they first opt'd in, you can continue to email them until they then opt-out as far as I'm aware.

    I don't think they have to opt in each time they fill in the form?

    Thanks

    Julz

      Dory_Viscoglio
      Dory_Viscoglio
      Level 10
      June 15, 2017

      I'd go the route of only showing the box if they weren't opted in. Once they're opted in, you aren't changing their preference by them filling out a new form, so I don't think it needs to be included on every form. Also, if they fill out a form with the checkbox and don't check it, that could get more messy as far as feeling like they've "opted out" or at least not opted in.

        Ande_Kempf4
        Ande_Kempf4Author
        Level 4
        June 15, 2017

        You and @Juli James are both probably right that the checkbox can be hidden is the value is not null.

        Dan_Stevens_
        Dan_Stevens_Accepted solution
        Level 10
        June 15, 2017

        Hi Ande - When forms are used on Marketo LPs, we only show the opt-in checkbox if they've never opted in before - using visibility rules (every time someone opts in, we also capture opt-in date and opt-in program for auditing purposes):

        We also have a series of smart campaigns that handle our opt-in process:

        And if the form is embedded on a non-Marketo LP (which is most, in our case), we have a smart campaign that keeps them opted in:

          Grégoire_Miche2
          Grégoire_Miche2
          Level 10
          June 15, 2017

          Nice one, Dan!

          -Greg

          A
          Anonymous
          March 26, 2018

          Hi Everyone,

          Great work with the Visibility Rule based off the DateTime field being empty, really smart, however my concern is this.

          We are taking this approach as well, but I do not want people from non-consent countries to see this checkbox (everyone outside EU/Canada). If we build the consent checkbox visibility based off the DateTime field being empty, then anyone in those non-consent countries will always see this, since consent is not required for them.

          Does anyone know of a workaround other then setting a value such as, 01/01/1900 12:00 AM, as the "default" value in the DateTime field for all records that do not require consent?

          Thanks!

          Grégoire_Miche2
          Grégoire_Miche2
          Level 10
          March 26, 2018

          what's wrong with setting a default value for people who do not require consent ?

          One of your issues will be to remove the consent box for totally unknown people, on their first visits (before they become known).

          -Greg

            Dan_Stevens_
            Dan_Stevens_
            Level 10
            March 26, 2018

            +1  Not to mention, Australia is another country that requires explicit consent.

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