FAQs in this section
Who should create a GDPR compliant email marketing process?
How do I create a GDPR compliant email marketing process with Vtiger?
I am not able to send the double opt-in confirmation email to a customer.
A contact's Email Opt-in field has changed to Opted out (contact). Why?
What are the rights of customers according to the GDPR law?
What is GDPR?
How does GDPR affect email marketing?
What is double opt-in (for GDPR)?
How do I configure double opt-in?
How does the double opt-in confirmation work?
How do I obtain an email opt-in from my leads and customers through a webform?
Which email address is used to send the double opt-in confirmation?

Can I obtain a double opt-in from a customer through a webform?

Yes, you can. The leads or customers who enable the Email Opt-in checkbox in a webform will automatically receive the double opt-in request email. Follow these steps to enable a setting:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Settings.
  4. Select Email Settings under Configuration.
  5. Click the Edit icon.
  6. Enable Automatically send a double opt-in email after webform submission.
Here is how you can create a webform to capture leads and obtain a double opt-in from them:

Follow these steps to insert the Email Opt-in field in a webform:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings. You can access Settings only if you are an Admin user.
  4. Select Webforms under Automation.
  5. Click +Add Webform.
  6. Select Contacts from the Primary Module drop-down and fill out other details to create the webform.
  7. Go to the Contacts Field Information section.
  8. Type Email Opt-in under Add Fields and select the field. 
Optional steps: 
  1. Click the Edit icon beside Email Opt-in in the Field Name column.
  2. Change the field name to a descriptive phrase such as 'Allow me to send marketing email' or 'Subscribe to email newsletter'.
  3. Click the checkmark.
  4. Enable the checkbox beside the Email Opt-in field to make it mandatory. 
  • Note: Users cannot submit a webform before filling the mandatory fields.
  1. Click Save.
  2. Click the Get form code button on the top right corner.
  3. Copy the code by clicking Copy to clipboard.
  4. Embed the code to your website. 

When a user fills the webform, his details get stored in the CRM as a lead or a contact record. If they enable the Email Opt-in checkbox, then the Email Opt-in field in their contact record is set to Single opt-in (webform).

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