How to Add an Opt-in Message & Privacy Policy Message to Pardot Forms

GDPR and CASL compliance are just a few reasons to add an explicit opt-in message or a privacy policy to your Pardot forms. In this post, I’ll show you how to add a custom opt-in message to your form and a privacy consent message above the form submit button.

Adding an opt-in checkbox

Add your opt-in field to your form and remove the label text.

Navigate to the values tab and input the values for the checkbox. The first box contains the value that will be stored in the Pardot database (in my form the stored value is yes). The second box contains the value that will be displayed to the prospect completing the form. In this case, it’s the opt-in message.

Save and preview your opt-in message. Here’s what mine looks like.

Add links and other formatting

You can add HTML to your opt-in message to include links, bold text, etc, by adding it directly as the display value.

When you preview the message within the editor, it will show the HTML tags, but when you view the live form, it will display the correct HTML.

Adding a privacy policy message

Before the submit button

You can add a privacy policy above the submit button by adding javascript to your form.

Custom JavaScript can be placed within your Pardot forms under Look and Feel > Below Form. Click on the HTML button within the WYSIWYG editor and add in the JavaScript.

Edit the javascript below to include your privacy policy message.

Here’s what my form looks like once the privacy poilcy message has been added.

Some CSS can be added to the form to style the privacy policy message.

As a consent checkbox

You might require prospects to “check” a privacy consent checkbox in order to submit the form. This can be added the same way the opt-in checkbox was configured above.

Questions?

Send me a tweet @jennamolby, or leave a comment