Categories: Customization | Tips & Tricks | Design Studio | Featured Article
(Last Updated On: July 27, 2021)
Add a checkbox onto the pre-chat/offline forms for GDPR compliance
About this Article-
This article goes over how to set up a GDPR privacy box for usage.
**For proactive chats or manual chats with no pre-chat form, see this article**
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 (1.1) or clone (1.2).
2 – Under Pre-chat box (2.1) or offline box (you may need to do it for both), click on fields (2.2) on the right hand side. Under “Add more fields”, click on the + next to Checkbox (2.3).
3-You can make it required if you need to (3.1). Add the text (3.2) and the checkbox label (3.3). 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
Then click Add checkbox (3.4)
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.
7- On the HUB or chat portal, this is how you will see the variable name (7.1) and value (7.2):
Published May 11, 2018