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.
Yes, I would like to receive emails from Jenna Molby with exclusive updates on product news, invitations to events and webinars and resource alerts. I may unsubscribe at any time.
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, leave a comment below, or book a Peer Chat.
33 Comments
Hello Jenna and thank you for all you do.
I am currently investigating the opt-in question in Pardot.
Creating a form is the first step but my question is more about how to manage this at long term. How to manage this field when the prospect opt-outs. How to manage this field between Salesforce and Pardot the best way. How to use this field in relation with the standard Opt-out field. Have you made any content on this topic ?
Hi Sébastien, I don’t have any content on this topic, but that’s a great suggestion! I recommend using an opt-in field to capture opt-ins and then use the standard Pardot unsubscribe field to capture unsubscribes.
Hi Jenna, In my form the consent checkbox and the writing are showing in two separate line. Any ideas?
Hello! Send me the link to your form and I can take a look.
I am doing a relaunch of a very old site and would like to use this option. I have 2 questions: 1) how do I change the color on the privacy message; and 2) You referenced using the following code to align the op-in text, but where do I put it?
.Opt_In_Checkbox {
margin-left:0 !important;}
Thanks in advance for your help!
Hello! The code can be placed in your layout template.
Hi Jenna, I’ve added this to my form but the check box and text aren’t aligning left. I’ve used bits of code to try to style it to align left, but it won’t. Any ideas? https://go.stratusneuro.com/StratusEEGForm
Hi Peyton, Adding this CSS to your from will do the trick:
.Opt_In_Checkbox {
margin-left:0 !important;
}
Hi Jemma,
I’m combining this technique with your other FontAwesome technique to also style the checkbox, however the consent text is now wrapping under the checkbox. Any idea on how to stop this?
Thanks Steve
Hi Steve, Send me an email with the link to your form and I can take a look.