How to set up Data Privacy Consent and Management (GDPR Compliance)Last Updated: September 28, 2018
For GDPR compliance, end-users may need to give consent for Drift to save their information. In this article, we'll cover how to create consent forms for your customers and what it'll look like.
How to proactively ask users for consent:
1. Create a consent form, as outlined below in the article.
2. This consent form will appear users who's "has_consent" attribute is empty.
3. Email users with a link to any driftlink playbook. The form will automatically show and ask for consent from the user.
Here's how to create a consent form
Start by going to Settings > Data Privacy. Here's what you'll see and what each section means.
If we click Add New Form, this is where we'll land:
You can also customize messaging after the user opts in/out.
The View opt-in button will be a button that displays if a user opts out. It gives them a second chance to opt in.
What the end-user sees
If the user interacts with Drift for the first time through the widget, this is what they'll see:
If the user interacts with Drift for the first time via email, this is what they'll see:
How do I know which customers have given consent?
Navigate to Settings > Data Privacy and view the Consent API section.
Here you’ll find the Drift Attribute associated with consent.
Whenever a customer consents via Chat or Email, we’ll set this attribute to true on their contact record. Drift uses this attribute to determine whether returning customers should be prompted for consent. If you change the Drift Attribute to which consent is associated, customers who previously consented may be prompted for consent again unless this attribute is true on their contact record.
You may track which customers have consented by creating a Dynamic Segment based on the Drift Attribute associated with consent.
Collecting consent outside of Drift?