Table of Contents
- Step 1: Set up consent subjects
- Step 2: Create a consent form
- Step 3: Set up a new action page and override your default form with the new one
- Step 4: Create a saved filter for each of the different consent types, and only include people who have consented yes
- Step 5: Create an auto-tag for the filter
Where to start
You must have advanced privacy turned on before you can use the tools in this guide.
Step 1: Set up consent subjects
First, you need to decide what kind of consent you'd like to gather from your community. It could be for data processing method (e.g. cookies), communication type (e.g. marketing), and/or communication channel (e.g. email, SMS). Choose your consents wisely!
To set up consent, go to Settings > Privacy > Consents.
To create a new consent subject:
1. Give the consent a name, e.g. Email updates.
2. The slug will auto-populate to match the name you've chosen, you can change this if you wish.
3. Select the consent Processing Type (Email, SMS or Cookie) via the dropdown menu.
Please note, you can also create consent that is general and not specifically mapped to the email/SMS/cookie processing types. For example, if you'd like to gain consent for postal mail just give the consent a name/slug like "Postal mail" and click Create consent (without selecting a processing type).
4. Click Create consent.
You can create as many consent subjects as you need. You can edit consents at any time by navigating back to this page. Consents can be deleted only if they do not have any data associated with them.
Step 2: Create a consent form
Once you have set up the consents you want to ask your supporters for, you need to create a specific consent form that lists them all (don’t include the one type of consent you used on your main join page, as you’ll already have received that by the time they get to this form).
To create a consent form, go to Settings > Privacy > Consent form > + New consent form.
1. Slug- Give the consent form a title, e.g. email_consent_form.
2. Language- Select the language you'd like the form to display in.
3. Headline- In this case, a headline is not necessary, so you do not need to fill this in.
4. Content- In this case, you also do not need to fill in the body of the form since you are already connecting it to a page that will have a lot of information. Making the form longer can hurt the conversation rate.
5. Consent subject- Using the dropdown menu, choose what consents you would like included on the consent form from the list of consents you have already created.
You can add more consent options by clicking the blue + Add another consent option link at the bottom of the page. You can delete consent options by clicking on the arrow.
6. Description- Write a description of the consent so users know what they are opting in to, e.g. "Can we occasionally contact you via email?"
7. Click Save settings. Your form will be saved and will now live in your consent forms list.
If you'd like to view what your form will look like to your supporters, click on the live form link at the top of the page.
8. If the form is complete, and you're ready to use it, click Publish. Note that you will no longer be able to edit the form once it is published, as we have to ensure that the consent options do not change so that the log is accurate. Think of it similar to sending an email blast, once it’s sent you can’t change it anymore. We recommend creating another consent form if you want to edit it.
You can create as many consent forms as you wish as needed for your Nation. For example, maybe you just want email consent from people or maybe you need data/email/text consent from people, maybe only half of your nation needs email consent and only half need text consent, etc.
All of your consent forms will live at Settings > Privacy > Consents.
Step 3: Set up a new action page and override your default form with the new one
An “action page” is a website page where your visitor is asked to take an action like join your nation, sign a petition, make a donation, or RSVP to an event. For this reason, these are the best pages to place consent forms on.
Before you can add a consent form to a page, you have to enable "Ask for Consent" by going to Site settings > Basic.
Click the checkbox next to "Ask for consent" and select the consent form that you'd like to make your default (you will learn how to override this per page below). Click Save site. This allows you to easily set a default form for your whole site. Existing email or phone opt-in checkboxes will be removed from these pages and instead the selected consent form will be added to the bottom of the page.
📌If you are using a public theme and have not modified any page templates or page type templates, consent forms will appear on pages automatically. If you have a custom theme or have modified any page templates or page type templates, check out how to update your theme for consent forms.
Next, create a new action page, go to Website > + New page.
1. Enter a page name and slug. A slug uniquely identifies a page on your website. It is the end of the URL for a page. For example: http://abeforprez.nationbuilder.com/blog
The word blog is the slug for the blog page on the Abe for Prez website. The slug will always be after the back slash at the end of address.
In many areas of the NationBuilder control panel, slugs are used to identify pages that visitors will be directed to.
Slugs will always default to be the name that you designate for a page, and spaces will always be marked by underscores (_). You can edit them to make them shorter and simpler. When editing a webpage, you can edit the slug from the Settings area.
2. Select a page type. Each page type comes with specific features. In this case, we're going to create a secondary signup page. Learn more about the various page types.
3. Decide whether you would like this page to be in your top or supporter navigation.
4. Click Create Page.
Next, set up your main signup (join) page so that when someone signs up they are forwarded to this second signup page. Every action page has settings that are activated when a visitor takes an action on your site.
5. To edit these settings, go to [Page name] > Settings > [Action] Settings. Enter the slug of the page you want to have your supporters land on in the text box.
6. Be sure to click Save settings.
Step 4: Create a saved filter for each of the different consent types, and only include people who have consented yes
You can create saved filters to quickly find responses to each of your consent subjects.
1. In the People section of your control panel, click the Filter button.
2. Click on Add Criteria. A pop-up box will appear, search for "Consent Response".
3. Select the response you are looking for from the dropdown menu. In this case, its "Responded yes."
- Responded yes includes everyone who responded yes to the selected consent subject.
- Responded no includes everyone who responded no to the selected consent subject.
- Did not respond includes everyone who has never responded to the selected consent subject.
- Responded includes everyone who has a recorded consent, either yes or no, to the selected consent subject.
4. Select the consent subject you would like to view responses for. In the example above, I want to find all people who responded "yes" to my consent subject "email updates."
5. Click Filter. Your list will populate below the Filter button.
6. Next, click Save Filter As... give the filter a name, for example, "Email Update-Yes." Repeat this process for all of your consent subjects.
Step 5: Create an auto-tag for the filter
By editing the Settings of a saved filter, you can add a tag to people who match filter criteria. Tags added via a filter are unique as they will automatically be added to profiles who match the filter criteria and they will automatically be removed from profiles that no longer match the filter criteria.
Start by going to the People section.
1. Click on the filter button to find the filter you would like to use to auto-tag people.
2. Click Edit. You'll be taken to the filter Settings.
3. Add the tag you wish to auto-tag people who fit this criteria with under "People in this filter should have this tag."
⚠️ Make sure that this tag hasn't been/isn't getting applied via any other means (e.g. manually), as this can result in data loss, should any of the people with that tag not meet the saved filter's criteria.
4. Click Save filter.
📌 Note: Auto-tags can take a couple of hours to be applied to someone’s profile, it will not be immediate.
Now you will be able to easily access consents when targeting your email blasts!