GDPR … 4 little letters that have created confusion, frustration, anger, hair pulling, distractions, and more in every single one of us who does anything with “other people’s information” for ourselves or our clients!

Today I’ve been in the thick of it. With the deadline looming tomorrow, which is pretty close to today already IN the EU, I realized I could put it off no longer.

In case you are also a queen of procrastination, here are a few things I’ve figured out today when setting up GDPR compliance with ConvertKit.

The FAQs are here and more directions are here, but I found them a bit vague and lacking in “step-by-step DIY” info.

So, doing things like I usually do, I plodded through and did what I “thought” it was implying…tested it and boom…it worked!

Here are the bits and pieces and step-by-step they seem to have left out:

Step 1. Open up your “Account Settings”. Scroll down to “Subscriber Consent Options (GDPR compliance)” and choose either to show GDPR compliance checkbox to everyone or only to those who have opted in while within the EU region (according to IP address). I chose the latter for this US-based client.

GDPR Settings ConvertKit

This sends them directly to a checklist after they opt in. I’m hopeful that they will be sent on to the preset thank you page URL after that step. I guess I’ll have to figure out how to test that too.

BUT…this only works if you are using an actual form from ConvertKit. If you are using the API through a third party, it apparently will not work. That means it may not work when using a form from a system like LeadPages, OptimizePress, or ClickFunnels. (Hopefully those systems have come up with their own method of ensuring compliance. More on that when I get there…)

Step 2. Send a test message to yourself with the GDPR shortcode. Create a new email. It doesn’t matter what is in the email since you are sending this to yourself. Make sure you ONLY send it to yourself! In the body of the email type in some text and link it with the link button, and in the URL field put this: {{ gdpr_consent_url }} liquid shortcode.

GDPR link

 

Hit send. Open your test and, first of all, be sure it works. Click the link, check both boxes, and hit submit. Then make sure the GDPR subscriber tags show up in your list of tags. They won’t show up until this step otherwise!

ConvertKit GDPR

Step 3. Create a segment of those in the EU who have NOT given permission. (I.E. they have not yet been tagged as having given permission.) Label it whatever you want, but be sure its obvious to you that they are EU and haven’t given consent. You will use this segment to 1. get them to confirm that they want to be on your list and 2. exclude them from any future emails until they have given consent!

GDPR ConvertKit segment

Step 4. Send out an email to everyone in this segment asking them to click the link to give permission. Use the same liquid shortcode in your email that you used in your test email. {{ gdpr_consent_url }} Rinse and repeat a few times. As people give permission they will be automatically removed from the segment.

And there you go! Your ConvertKit setup is now GDPR compliant so long as you continue to follow these steps! For more information on GDPR click here.

 

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***This blog post contains affiliate links to some services that I recommend. It means that I may receive some form of compensation if you click the link and purchase the recommended service.****

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