Collect Consent With a Required Checkbox

A required consent checkbox records that someone agreed to hear from you, which supports privacy rules such as GDPR and call or text opt-in requirements.

Add the checkbox

1. In the builder, click Custom Fields (top right) and add a new Checkbox field.
2. Name it, for example "Marketing Consent".
3. Put your consent wording in the placeholder so it shows next to the box. Use wording approved by your own legal advisor.
4. Click the checkbox on the canvas and switch on Required, so the form cannot be sent without it.
5. Save.

Make consent useful

Create a Workflow with the Form Submitted trigger for this form, then add an If/Else step on the consent field:

• Yes path: add the tag "consented".
• No path: add the tag "no-consent".

Then, in Contacts > Smart Lists, filter by those tags to build separate lists, and only send marketing to the consented one.

Consent for AI voice calls

Before an automated outbound call, Vendi Today checks for valid opt-in on forms, surveys and calendar booking forms. To qualify:

• Use a clear, required checkbox that mentions phone calls specifically.
• Include the phone field so consent attaches to that number.
• Submit a test on each asset and confirm the entry, source and timestamp on the contact timeline.

A recent opt-out always overrides an earlier opt-in.

Good to know: Use the same consent wording across forms, surveys and calendars so results stay predictable.