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How Thrive Themes Products Will Help You With GDPR Compliance

​Note: this post does not contain legal advice. Always work with your legal counsel ​to determine the right decisions to make about regulations.

The General Data Protection Regulation (GDPR) is coming for all of us. It's a set of EU laws​ and they apply to EU ​citizens. ​That means that even if your businesses is not in the EU, ​you're still potentially on the hook, because ​people from the EU​ can access your website​​​.​​​

At Thrive Themes, we have been hard at work to help you keep your website GDPR compliant in the easiest and most seamless ways possible.

In this post, you'll discover the GDPR related features that we've already released and get up to date information about the ones we're still working on.

The Smart Way to Make Your Opt-In Forms & Email Marketing GDPR Compliant

The new European data protection regulations (GDPR) are right around the corner and many website owners are in a panic. There’s been a lot of talk about rules, regulations and hefty fines that await those that don’t comply.

Most “how to GDPR” content seems to suggest that you have to add multiple checkboxes, prompts and extra steps all over your website.

In this post, we’ll take a look at what GDPR actually means for small business entrepreneurs and email marketers. And you’ll discover ways in which you can make your website compliant without sacrificing your visitors’ user experience or your conversion rates.

Disclaimer: I’m not a lawyer and this post does not contain legal advice. Always work with your legal counsel to determine the right decisions to make about regulations.

Why You Should Care About Digital Sales Tax Just As Much As GDPR

If you're selling digital products online, should you pay your digital sales tax?

When you ask the question like this, it seems ridiculous.

Of course you need to pay your taxes or else you're going to be in big trouble!

But strangely enough, when it comes to digital sales tax, people just don't seem to take it seriously.

If your business is just getting started or you're still being wishy-washy about digital sales tax compliance, watch the video above to learn exactly why we recommend taking it very seriously.

Profiling in Thrive Quiz Builder – How to be GDPR Compliant

First of all: What exactly is profiling?

According to GDPR (General Data Protection Regulation), profiling is defined as being the automated processing of data to analyze or to make predictions about individuals - Meaning that simply "assessing or classifying individuals based on characteristics" could be considered profiling.

If you're not familiar with the GDPR situation, don't forget to check out this blog post: How Thrive Themes Products Will Help You With GDPR Compliance.

What is the Problem with Profiling? 

Personalized content and segmentation (especially as a result of automation), can be viewed by the GDPR as a discrimination and, the visitor that completes a quiz should give his consent for having his answers and quiz result used to send him personalized offers and newsletters.

In the case of Thrive Quiz Builder, inputs from the Results Page and the Opt-in Gate can be automatically linked to the answers and result of the visitor.

The Solution

Here's an example in which profiling would be needed in Thrive Quiz Builder:

You have a quiz that also uses the Dynamic Content element to segment your visitors - either just by the result or, also, by using tagged answers and then sending them to the email service.

Since enabling profiling on each individual form would take too long, because you would have to edit each Dynamic Content state, enabling profiling should happen at page level, for all variations of that page.

To enable profiling, click on "Manage" on the Results Page card, from the Quiz Dashboard: 

Then, look for the following option: 

According to the GDPR, you are not allowed to create any user profiles, without having the permission of the actual user to do that.

However, if you select the checkbox, you will begin to receive data from your users, based on their result or, if you used tags, based on the answers they have given.

Important!

If you enable the option, in order for your website to be GDPR compliant, make sure to ask for your visitor's permission to collect their data, in any place that they have to type in their email address or their phone number.

For example: Your visitor has to type in their e-mail address to get the full report of the quiz, let's say.

You have enabled the option to receive their data, and you plan on sending future personalized offers to that visitor, based on his result and answers from the quiz.

You need to let them know you're doing this.

In this way, they will know what's going on, and they can decide for themselves if they want to receive personalized offers or not.

What About Old Quizzes?

For older quizzes, as a website administrator, you might find yourself in a situation in which you have collected data without consent.

An easy way for you to be GDPR compliant would be to quickly anonymize the results, from the Reports area:

Here, under “Show Report” section, click on the “Quiz Completions” button and choose “Users” field from the drop down list:

Now you will be able to see that a new button appeared on the screen, called "Anonymize Results", which you need to click in order to complete the process of anonymizing the results: 

Important!

By anonymizing the results, you will no longer be able to associate answers and results with a certain name or email address.

Keep in mind that this action applies only to the currently selected quiz.

Hope you found this article useful. However, if you have any further questions, don't hesitate to read more articles available in the Knowledge Base!

How to Set Up the GDPR Checkbox Custom Field Type

If you use the "Lead Generation" element and you connect your form to multiple email services, you can also display a "GDPR Checkbox", asking your visitors for consent to use their email address in more than one place.

This option comes after the General Data Protection Regulations (GDPR) have been implemented.

If you're not familiar with this aspect, don't forget to check out this blog post: How Thrive Themes Products Will Help You With GDPR Compliance.

How to Set this Up? 

First of all, you have to connect your form to your desired services.

To do this, click on the "Lead Generation" element, go on the sidebar menu and click on "Add Connection":

If you're not familiar with this step, check out this list and click on any of the services that we support to see a tutorial on how you can establish an API connection.

As an example: We will set up two connections on the form: the WordPress account one and MailChimp. 

In this way, the desired outcome is to create a WordPress user account for the visitor, while also adding them to our MailChimp mailing list, but only if the user accepts to receive our newsletter.

In order to be GDPR compliant, you can add a "GDPR checkbox" field to your form, through which your visitors can give their consent to add their data to your mailing list (in our case to MailChimp).  

The label text for the checkbox can be something like "Subscribe to the Newsletter", or anything that will let them know that their data will be used for some other purpose than to create the WordPress subscriber, as well. 

To add the "GDPR Checkbox", you will have to add a new form field. For that, click on the "Add New" option:

When you do this, a pop-up will open, where you can set up the new GDPR form field. Click on the "Field Type", to open a list with all of the available types of custom fields:

From this list, click on "GDPR Checkbox":

After this, in the pop-up, you will be able to set up the field. You can choose a suitable name, but keep in mind that this will not be visible in the actual form, nor will affect the data submission:

However, naming the fields can help you identify what the field is for. This can be useful if you have multiple fields and you're sending the collected data via email, for example.

Then, using the switch next to the "Show label" option, you can decide whether you want the field's label to be visible or not:

The label text can be modified using the "Edit form elements" option.

You can also change the default value for the field, if you want:

After that, you will have to check the GDPR requirements:

You will see all of the available connections here. This means that you can define what connections should or should not receive the data, when the user doesn't check the GDPR consent checkbox. 

For example, if you want the WordPress account to be created, but the information to not be sent to Mailchimp, you can configure this as such:

This way, the account will be created, but Mailchimp will not receive any of the user's information.

If no box is checked here,  then the GDPR checkbox will require confirmation to submit the form. The users will not be able to submit the form if they do not check the consent checkbox:

Thus, if the users will check the consent checkbox, the form will be submitted and all of the connections will receive the information of the user. 

Once you have done that, you will have the option to select which custom fields from MailChimp (the chosen autoresponder) should the information field be added to:

To do that, click on the "Select field" section and choose the field from the drop-down that

When you're done setting up the field, click on "Apply":

Now the GDPR field is set up. You can also customize and edit it, if you want.

How to Edit the GDPR Field

The next thing we will do is modify elements, such as the text label associated with the checkbox, the size or style of the checkbox, etc.

To do this, select the form and, in the main options, click on "Edit Form Elements":

Then, select the newly added field, by clicking on it, in the editor:

The options of this field will appear in the left sidebar:

Feel free to use all of these options to customize this element.

States

Firstly, you are able to edit three different states of the GDPR checkbox: normal, hover, or selected.

For that, you can click on the "State: Normal" section from the top side of the left sidebar, to open the list with all of the available states:

  • State: Normal

This is the state that you have been customizing so far. This is how the GDPR checkbox field will look like in its natural state. 

  • State: Hover

This is how the checkbox will look like, when someone hovers their mouse over it:

For example, you can change the typography of the checkbox, so that it stands out more, when someone hovers over it. I will change the text color to red, in the hover state:

  • State: Selected

The last state is the "Selected" one, and you can choose the way this checkbox looks like after someone ticked it. As an example, let's change the color of the "Selected" state to green: 

So, in this scenario, here is how the GDPR checkbox will look like for the users:

Main Options

Besides using the Group Styling feature, you also have some options under the "Main Options" section of the left sidebar, that you can use to further customize this checkbox. Here is how to use them:

Show Label

You can decide whether you want to hide or show the label of this form field. The label can be customized, if needed. To show the field label, click on the switch next to this option:

If you activate it, you will be able to change the "Please Confirm" default label, by simply clicking on it and removing the default text, to write in your own:

Colors

Then, you can change the color of the tick icon, from the "Colors" section. Click on the color box and choose the preferred color:

A color picker pop-up will open, and you can manually change the color, or enter a HEX/RGB color code

Checkbox Style

You can also choose from various styles for this element.  Click on the field below this option to open the drow down with all the available "Checkbox Styles":

In the pop-up that opens, scroll down to see all of the pre designed styles, click on the one you like, and click on "Apply" to use it:

Checkbox Size

Lastly, choose a suitable size for the checkbox, by using this slider, or by entering a value in this field:

These were the ways to set up the "GDPR Checkbox" form field, using the options from the left sidebar.

Of course, besides the "Currently Styling" and "Main Options" sections, feel free to use all of the other general options for an even more in-depth customization of this field. For all of the other options, you will be able to find articles in our knowledge base.

I really hope this article was useful for you. If that's the case, don't forget to rate it with a smile below :)

GDPR Explicit Consent Checkbox: How to Deliver an Opt-in Offer to All But Only Add Consentant Subscribers to Your Email List

The user interface of the "Lead Generation" element has been upgraded!
Please, check out the changes here, before using the element.

When you have an opt-in form on your website that only advertises an opt-in offer such as a free download, you need to add a checkbox to ask for explicit consent to also send your email newsletter to those subscribers.

GDPR compliant form with checkbox

Adding a checkbox is just one way to make your forms GDPR compliant (and we don't believe it's usually the best way), but if that's the solution you want to implement you need to be aware of one thing: you cannot force consent. 

This means that you have to deliver your free opt-in offer to everyone who subscribes, even those people who do not want to receive any further communication from you.

Here's how to set this up in Thrive Leads.

Thrive Leads' Asset Delivery Feature

In Thrive Leads, you have the Asset Delivery feature. This feature allows you to send a single email with a download link to a subscriber through a email delivery service (such as Postmark or Mandrill).

When using this feature, the subscriber does not get added to an email list so you won't be able to send email newsletters with this solution.

That's why it's perfect for GDPR.

How to Add Only People Who Gave Explicit Consent to Your Email Marketing Service?

Now that you understand how we're going to deliver the PDF to our subscribers, it's time to discover how we'll "block" non-consenting subscribers from getting added to our email list.

This is done with the conditional logic included in the "Explicit Consent Checkbox" in Thrive Leads. This option allows you to only send those who ticked the box to your email marketing service.

Asset Delivery + Email Marketing Service with Explicit Consent

Grouping the explicit consent checkbox and the asset delivery feature will allow you to deliver your opt-in offer to all and keep your email list GDPR compliant with only consentant subscribers.

Here are the steps to set this up:

  1. Connect an email delivery service trough API with your Thrive Themes dashboard (you'll only have to do this once). You can find video tutorials on how to do that here. We suggest setting up Postmark because it's free. 
  2. Set up Asset Delivery
  3. Create a new opt-in form in Thrive Leads (or edit an existing form)
  4. Connect your form with your email marketing service (as usual)
  5. Enable Asset Delivery
  6. Enable the Explicit Consent Checkbox
  7. Set up the conditional logic related to the checkbox.

And here's the video tutorial:

How To Do This on a Landing Page (using Thrive Architect)

Asset delivery is an option that's only available in Thrive Leads. This means that if you're setting up a checkbox on your landing pages (and you're using the lead generation element from Thrive Architect) you won't be able to enable Asset Delivery.

Because of the way the system works, it's impossible to not send the information to your email marketing service if you have only one service connected. In that case, the visitor will not be able to subscribe at all when he does not tick the box. The checkbox is required.

In this case we suggest rewording your opt-in offer so that it is GDPR compliant, rather than using the checkbox.

New Thrive Themes Features – Early September 2020

Get ready for your once-in-three-weeks dose of updates to Thrive Themes software! 

This release is a little smaller than our average, but not without few great new features we think you're going to love.

If you're wondering why this release is smaller than usual, it's because our team are hard at work on some major updates to one of our plugins...

More details are at the end of this post.

But for now, read on to see what we've just added to your WordPress website building software.

SendOwl Settings & Email Marketing Integration

SendOwl has an extensive and potentially overwhelming amount of settings. The good news is that we don't need to use many of them, for our purposes.


In this lesson, we take a tour of the SendOwl settings page and see how you can set up your affiliate program, connect to ActiveCampaign (or a different supported email marketing service) and add a few more product related settings.


Resources

Activate Affiliate Program First...

In order to have the affiliate options show up on product level, you need to set up your affiliate program first. You can see how it's done at 8.17 sec in the video.

This content is for members only

How to Add a Custom Field to the Lead Generation Element

When customizing a "Lead Generation" element, when you set up the form fields, besides having the three basic fields (Email, Name and Phone) you can also add custom ones

You will first have to connect the element to the service of your choice. If you do not do this, the information that people submit to your site will have nowhere to be sent to.

Note: Please keep in mind that not all autoresponder services/API connections support adding custom fields. You can find out more about these here.

In order to add a new field, when editing a "Lead Generation" element, click on the on the “Add new” button from the "Form Fields" section:

Then click on the field from the "Field Type" section of the drop down to open it:

You will see the following custom field options appear:

In order to add either of these, simply click on one of them and then set up the custom field.

For each type of custom field, we have created a separate article. Therefore, please check out the tutorial for each of these types of custom fields, to get more familiar with them:

For more information about the "Lead Generation" element, make sure to check out this article. You can also take a look at our knowledge base, to find out more about various Thrive Themes products and features. 

Hopefully, this article was helpful for you. If so, make sure to leave a smile below :)

Thrive Themes Best of 2018

In 2018, we published 118 blog posts to the Thrive Themes blog, ranging from feature updates to marketing training to website reviews.

That’s a lot!

We work hard to bring you content that makes you a better marketer and website developer. But how do you know you haven’t missed the good bits?

Don’t worry, we’ve got your back!

In this post, we’ll review our best and most noteworthy articles published in 2018, and point you in the right direction.

We’ll start with our 7 must-see posts, then our 5 favorite new features, and we’ll finish with a list of the best stuff to check out depending on your goals.

Ok, let’s juice the goodness out of 2018.

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