Collecting Consent and Recording Your Legal Basis

Privacy laws such as GDPR expect you to have a lawful reason for handling personal data. Vendi Today gives you consent tools at each capture point and a simple way to record the reason on the contact. This article is informational, not legal advice, so confirm your wording with a qualified advisor.

Add Consent Where Data Is Collected

• Forms and surveys: drag the Custom Checkbox element into the form and write your own disclosure. Link your privacy policy by highlighting the words, clicking Link and pasting the URL.
• Chat widget: go to Chat Widget > Chat window > Additional options > Compliance notice & consent. Turn on Show legal notice for a read-only message. Turn on Add a consent checkbox if visitors must agree, then choose whether it is required or pre-checked.
• Calendars: edit the consent checkbox text in the booking form settings.
• Order forms: enable the Terms & Conditions checkbox and add your own link and wording.

Record the Legal Basis

1. Go to Settings > Custom Fields and create a Contact field called "Legal Basis" with options such as Consent, Contractual Obligation and Legitimate Interest.
2. Optionally create a matching tag for each basis so you can filter quickly in Contacts.
3. Build a Workflow that fires on form submission and sets the field and tag automatically.

The value is stored on each contact record, making it easy to filter, export and review later.

Why It Helps

You can show at a glance why a person is in your system, and segment campaigns by basis. Contacts who gave consent through checkboxes are easy to separate from customers contacted under a contract.

Good to know: Keep consent wording in each place consistent with your published privacy policy, or the two can contradict each other.