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(Last Updated On: May 15, 2018)

Add a checkbox onto the pre-chat/offline forms for GDPR compliance

Do you need your visitors to check a box before starting a chat? (this may be a requirement for GDPR, for example), then this is really easy to do using the Design Studio (you will need the Design studio enabled for this). These are the steps :

 

1- Under Settings, go to Design Studio, and edit the current theme (or clone).

 

 

 

2 – Under Pre-chat box or offline box (you may need to do it for both), click on fields on the right hand side. Under “add more fields”, click on the + next to Checkbox.

 

 

3- Add the text and the checkbox label. Make it required if you need to. An example of GDPR verbiage could be the following :

“I understand/acknowledge that the controller of my personal data is “NameOfYourCompany” with its registered office in “YourCompanyAddress”, and with customer service agents located in the USA and in Germany. I understand / acknowledge that my personal data shall be processed and transmitted in accordance with the General Data Protection Regulation (GDPR).”

Then the checkbox label : I accept

 

 

4- This is what it will look like

 

 

5- Save, and apply the design if not done already. If this is required, and the pre-chat form is enabled, visitors won’t be able to start a chat unless they check the box.

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Published May 11, 2018