Collecting consent – examples

  • Updated

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  1. Create a survey in Ungapped
    Ensure the survey includes at least two fields: an email field and a consent field.
    (In the example above, the email is added as a hidden field, but you can also use a regular email field.)
  2. Optional: assign a contact fist
    If desired, specify a contact list where these consenting contacts will be added. This can be done in the survey settings.
  3. Publish the survey
  4. Create the email that will link to the survey.
    (You can use a template, such as the renew consents email template.)
    Add a button or link in the email that directs recipients to the survey.
  5. Send the email to those who are missing an active consent or those who need to renew their consent.
  6. The contacts who provide their consent will now appear in the contact list you specified in the survey settings. Open an individual contact's profile and navigate to the consent tab to see when the consent was provided and the exact wording of the consent text.

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