Emma GDPR Opt-in Form Integration

Note : GDPR features were added in OptimizePress version 2.5.14 - you must be using this version or higher to make these features available to you.

Our Emma integration allows you to show GDPR consent checkboxes on your OptimizePress opt-in forms. You can send through the consent status to Emma through the use of Custom fields setup inside your Emma account.

Please note our Emma integration does not use the GDPR fields/forms setup by Emma. If you wish to use those features you should use a Emma form directly embedded into your OptimizePress pages.

Here's a guide to using our

1

First, you need to create the custom fields inside Emma.  Custom fields are account specific inside Emma, so this means you only need to create them once for your account.

Inside Emma, go to "Audience" and then "Contact Fields" from the sidebar

2

On your Manage contact fields page, go to "Create Contact Field" This is where you will edit the contact fields (custom fields) for use with the OptimizePress GDPR Fields 

You need to create a total of 7 fields. Ensure that all fields are short answer or text format and are not set to be required:

Here's the list (you can use whatever names you wish as long as you recognise them later):

  • GDPR 1 Accept
  • GDPR 1 Decline
  • GDPR 1 NonEU
  • GDPR 2 Accept
  • GDPR 2 Decline
  • GDPR 2 NonEU
  • GDPR Consent Notes
Here's how they should look inside Emma:

3

Once you have created your custom fields inside Emma, you should be ready to configure your OptimizePress opt-in form. 

Once you have inserted a form into your page you need to integrate with Emma and choose the list where you added the custom fields to using the process above:

4

After customizing your opt-in form settings, content and button, you can move to the GDPR Consent tab where you can configure the GDPR settings for this form.

Under the "Enable GDPR Checkboxes" section you'll see 3 initial options:

- Do not show GDPR Fields: Will not show any checkboxes on your form

- Show to EU Only: Will only show your checkboxes to visitors from within the IP (by IP address)

- Show to all Visitors: Will show your checkboxes to all visitors to your page

You can choose the option which fits your requirements best. 

5

If you enable checkboxes for EU or all visitors, you will need to configure the fields used in Emma to save the consent status of your subscribers.

In the example below, I have enabled the "Consent 1" checkbox, and you can see the options below it to configure.  Here's an explanation of each field

  • Consent 1 Label/Message - Enter your message to be shown next to your 1st checkbox.  You can use HTML code here to add hyperlinks or bold text 
  • Consent 1 Accept Custom Field/Tag - Select your Consent 1 Accept field here.  Our system will add "yes" in this custom field if it is checked
  • Consent 1 Decline Custom Field/Tag - Select your Consent 1 Decline field here.  Our system will add "yes"  in  this custom field if it is checked
  • Consent 1 Not Shown/Non-EU Custom Field/Tag - Select your Consent 1 Not shown/Non-EU field here.  Our system will add "yes" in this custom field if the form is not shown (only applies when using the Show to EU only option)
  • Consent 2 Checkbox - enable the 2nd checkbox here if you wish (options are the same for both you just need to configure second privacy message and checkbox consent fields)
  • Consent Notes Custom Field - select your custom field for storing the notes related to your opt-in form including button text and checkbox message

6

Once you have configured your fields you should test your form and set up appropriate segmentation based on the custom fields in your campaigns (you should be able to segment based on custom field status inside Emma).

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.