Who This Is For / When to Use
Accounts collecting marketing or data-processing consent in regulated regions
Teams that need auditable, tag-based GDPR compliance tracking
Users automating consent handling with workflows and smart lists
Create a GDPR Consent Checkbox Field
Add a Custom Checkbox Field
Go to Sites > Forms.
Click + Add Form or open an existing form.
Click the + icon in the Form Builder.
Select Add Object Fields, then click + Add.
Choose Checkbox as the field type.
Name the field GDPR Compliance Checkbox.
Add your consent text as the option label and value.
Important: The consent text shown is an example only and is not an official GDPR statement.
Make the Checkbox Required
Drag the GDPR Compliance Checkbox into your form.
Select the field to open settings.
Enable Required.
This prevents form submission unless consent is explicitly given.
Create a GDPR Workflow
Start a New Workflow
Go to Automations & Workflows > Workflows.
Click + Create Workflow.
Select Start from Scratch.
Configure the Form Submitted Trigger
Click Add New Trigger.
Select Form Submitted.
Choose your GDPR-enabled form.
Add the GDPR Compliance Checkbox as a filter.
Save the trigger.
Add an If / Else Condition
Click the + icon under the trigger.
Select If / Else.
Under Select, choose GDPR Compliance Checkbox.
Set the operator to Includes.
Select the consent value.
Save the condition.
Configure Compliant and Non-Compliant Paths
Compliant Path
Under the Compliant branch, click +.
Select Add Contact Tag.
Choose or create the tag GDPR Compliant.
Save the action.
Non-Compliant Path
Under the Non-Compliant branch, click +.
Select Add Contact Tag.
Choose or create the tag Non Compliant.
Save the action.
Publish and Test the Workflow
Click Test Workflow to validate behavior.
Toggle from Draft to Publish.
Create Smart Lists for GDPR Compliance
Filter Compliant Contacts
Go to CRM & Contacts > Contacts.
Click Advanced Filters.
Select Tag.
Set condition to Is → gdpr compliant.
Click Apply.
Save as a Smart List
Click Unsaved changes.
Select Save as new smart list.
Name the list and save.
Repeat the process for Non Compliant contacts if needed.
Common Issues and Fixes
Form submits without consent
Ensure the checkbox field is marked Required.
Workflow does not tag contacts
Confirm the trigger is Form Submitted for the correct form.
Verify the checkbox value matches the condition exactly.
Smart list shows no contacts
Check tag spelling and capitalization.
Confirm the workflow is published and has processed submissions.
FAQ
What should the GDPR checkbox statement include?
It should clearly explain what the user is consenting to, such as marketing communication or data processing, in clear and plain language.
Can I reuse the same GDPR checkbox across multiple forms?
Yes. The same custom checkbox field can be added to multiple forms.
What happens if a visitor does not check the checkbox?
If the field is required, the form cannot be submitted. If not required, the workflow can tag the contact as non-compliant.
How can I verify the workflow is working?
Submit the form with different checkbox states and confirm that the correct tags are applied.
Can I customize compliance tag names?
Yes. You can create and use any tag names, such as GDPR Compliant or Non Compliant.
Can I use radio buttons or switches instead of a checkbox?
A checkbox is recommended because it requires explicit user action, which is critical for consent compliance.