How do I request consent from my contacts to continue emailing them, according to the GDPR guidelines?

With the following step-by-step plan, you ensure that contacts in your email list can indicate whether they do or do not want to continue receiving emails from your company. It is a comprehensive plan that explains how to set up a campaign and automation.

  1. Create a new campaign via 'Campaigns > 'Create a campaign' and start with a blank canvas.
  2. After this blank start, a screen called 'Sender details' will appear. Fill in the requested information here. Make sure the subject clearly indicates the purpose of the email, for example 'Update your email preferences'. Then create the email.
  3. After creation, a standard campaign layout will be loaded. All standard content blocks can be removed, the only fields you need are a text box and a button.
  4. Click in the text box to add a personalization tag. Do this by clicking on 'Personalization tags' in the menu available at the top. This will open the personalization window. Click on 'Message' > 'Update Subscription Account Link'. You don't need to adjust the text, as we will eventually remove this text box.


  5. After selecting the personalization tag 'Update subscription account link', the tag will appear in the text block. Select the tag that appears (this is the complete text including the percentage signs).
  6. Then click on the button and in the editing menu at the top, click on the link icon. This will open a menu in the right editing menu where you can add an action behind the button. Paste the previously copied personalization tag.

    Screenshot 2024-04-23 at 12.18.51.png

  7. You can then remove the text box (above the button). Do this by clicking on the three dots next to the text box and then clicking on the container.
  8. Continue editing the email as much as you like. Try to convince the recipient to click on the button to provide their personal preferences. Once you are satisfied, click on 'Save and close'.
  9. Now navigate to 'Fields', via 'Contacts' > 'Manage' > 'Fields', and create a new custom field via 'Add field'.
  10. Give the field a name, such as for example: 'I consent to receive regular updates', select 'Checkbox' under 'Field type'. Fill in the desired field options such as for example: 'Agree' and 'Disagree'.
  11. Go to 'Lists'. Choose the list to which you will send the email and click on the arrow to expand the dropdown menu. Select 'advanced settings' here.

    Screenshot 2024-04-23 at 12.26.25.png

  12. In these settings, go to the 'Public pages' tab and click on 'Edit' next to 'Subscription updates'.
  13. A new window will open. If contacts have clicked on the button, they will see this form. Here they can indicate whether they want to continue receiving emails from you. Add the previously created component by clicking on it. Remove other elements within this form that are not relevant to you and then click on 'Save'.

    Screenshot 2024-04-23 at 13.48.47.png

  14. Now we will set what happens when someone selects one of the options in the above form. We do this by creating an automation. Click on 'Automations' > 'Create an automated series' and select 'Start from scratch'.
  15. We will now enter the start trigger of the automation. Here we choose 'Field changes'. In the window that appears, select the created field from step 10 and additionally set the following data:

    Screenshot 2024-04-23 at 13.54.50.png

  16. Next, add an if/else step to the automation. This will create a split in the automation based on the created field from step 10. It is important that the values from step 10 are also included. In our case, this would result in the following setting: 

    Screenshot 2024-04-23 at 13.56.45.png

  17. Then we will add a tag for contacts who will follow the YES path. You can do this by clicking on the plus sign and then selecting the step 'Add a tag'. Choose, for example, the tag 'GDPR consent'.
  18. After that, we will close the automatic series of the YES path. To do this, click on the plus sign below the blue tag again and choose the step 'end this automatic series'.
  19. Next, we will work on the NO path. Here, just like with the YES path, you add a step to assign a tag. Choose, for example, the tag 'GDPR no consent'.
  20. Following the tag assignment, proceed with a list unsubscription. These contacts have indicated that they no longer wish to receive emails. You can unsubscribe them from all lists.
  21. Finally, also end this side of the automation with the step 'end this automatic series'. The automation will look like this after the above steps:

    Screenshot 2024-04-23 at 14.02.52.png

  22. In the top right corner, set the automation to 'active'.
  23. The campaign created in step 1 is now ready for sending. Navigate back to the campaign, verify all the details, and then click on 'send now'. The contacts in the list will now receive the email you have created.

Tip: To test if everything is set up correctly, you can create a test contact within MailBlue and send the campaign to this test contact. Fill in the form in the email and then check within your test contact if the 'GDPR consent' tag has been added.

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