The other day I gave some rather detailed directions on setting up your ConvertKit system to be GDPR compliant for European Union residents. Today I would like to share what I learned about what OptimizePress has done to help with compliance.

I won’t rehash the directions I found on OptimizePress help site, because they are very well written and don’t seem to miss any steps. You can find them all here. Integration directions are included for MailChimp, Aweber, Infusionsoft, ActiveCampaign, ConvertKit, CampaignMonitor, Emma, iContact, Ontraport, Sendlane, and E-goi.

Basically, if you have an updated version of OptimizePress, you will find on your opt-in box editor now has a fourth tab titled GDPR Consent. This allows for you to customize checkboxes and add tags to them for GDPR purposes. You can choose whether to show these boxes to those in the EU or to everyone.

OptimizePress GDPR Compliance

 

There is the option for two checkboxes. I suppose you could theoretically use one of these checkboxes for something other than GDPR as well, but do be sure to stay compliant with at least one of them.

 

ConvertKit and OptimizePress

Check out the detailed step-by-step here. I will suggest, though, that if you are using ConvertKit that you combine what I showed you the other day with what OptimizePress provides.

OptimizePress suggests setting up the tags:

  • GDPR 1 Accept
  • GDPR 1 Decline
  • GDPR 1 NonEU.

Since I had already set up the ConvertKit recommended tag of GDPR: Email Consent I went ahead and used that in place of GDPR 1 Accept. I then created the other 2 tags to be less confusing for me. GDPR: NO CONSENT GIVEN and GDPR: NonEU – not shown.

I then updated the segment I had already created so that it included not only those in the EU but also those who this OptimizePress system has tagged as GDPR: NO CONSENT GIVEN.

GDPR and ConvertKit segment

 

I also created an automation rule in ConvertKit that will remove the GDPR: NO CONSENT GIVEN tag if the person later chooses to consent.

ConvertKit automation rule for GDPR tags

 

Remember, now that GDPR is in place as a law, you should NOT send emails to any EU resident unless they have specifically signed up for it. That means if they sign up for your virtual summit but they do not give consent, you may send them emails about the virtual summit, but you may NOT send them any other emails such as your newsletter, your next promotion, something you have for sale, etc. I would recommend setting up one automation email that goes specifically to these people after they fail to give consent, asking them again if they want this stuff. If they don’t respond, then they are just off your main mailing list.

Bummer, I know.

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