Add Checkbox Requirement

The Checkbox element will allow your visitors to confirm their consent to receive information from your business. This is useful for visitors in countries that require additional consent for GDPR compliance.

 


Prior to getting started, you will need the following:

Step 1: Add Checkbox Element

  1. Hover your mouse over an existing element and click the "+" to add a new element.
  2. Click on the Checkbox Headline element.
  3. Hover your mouse over the element and click on the Gear icon to access the element settings.


    cb1.gif

  4. Select whether the checkbox is Required.
  5. Edit the Contact Field Name field. 
  6. Select whether this element shows for EU Visitors Only.
     

cb2.png



Important Note: If you're using the checkbox element on multiple pages, you will need to use a different value for the Contact Field Name for every page that uses the checkbox element.

Step 2: Edit the Checkbox Element Text

Click on the text inside of the element to add your desired headline for the checkbox element.


cb3.gif

Step 3: View Contact Record

Example #1: View Contact Record

  1. From within your funnel, click on Contacts.
  2. Click on the name the contact or click on Edit next to the contact's name.
  3. Find the Contact Field Name to view whether the contact has checked the box.


funnelcontacts.gif

Example #2: Download All Contact Records

  1. From within your funnel, click on Contacts.
  2. Click on Download Contacts.
  3. Click on the Additional Info tab in the spreadsheet to view the data.


exportcontacts.gif



Important Note: The value in the Additional Info field will show in the contact profile as "True" if the contact checks the box when the checkbox element is set as RequiredThe value will show as "False" if the contact does not check the box when the checkbox element is set as Not Required.

 

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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