Regularly reconfirming your contacts' consent keeps your database GDPR-compliant and your list engaged. To learn how to collect that consent in the first place, check our dedicated article Guidelines for a GDPR-compliant sign-up form.

Before you start

• The GDPR requires that you must keep proof of clear and explicit consent from your contacts to send them email or SMS messages. This consent can be given using a box that your contacts must check to consent to receive your emails or SMS messages.
• All contacts in your database must have already opted-in before you ask them to reconfirm their consent. You cannot send emails or SMS messages to contacts who have not given you their consent in the past or who have unsubscribed from receiving your emails or SMS messages.
• Reconfirming your contacts' consent can be useful to keep a clean contact database and to send emails and SMS messages to contacts who are going to engage with your content.

Reconfirming your contacts' consent

You can send an email campaign to reconfirm your contacts' consent to receive your emails. To learn how to create a campaign using our Drag & Drop Editor, check our dedicated Email Campaigns articles.

1. In your email design, drag and drop a Button element into the email.

2. Click the button to edit its text. For example, write “Yes, I want to continue receiving your emails” as the call-to-action.
3. Assign a link to the button, such as your website or a thank-you page. In our example, we used www.example.com.

4. Click Save and exit.
5. Schedule your campaign to send to all contacts who need to reconfirm their consent.

Identifying contacts who have reconfirmed their consent

Once your campaign has been sent, you need to identify the contacts who have reconfirmed their consent to receive your emails. You can do this by segmenting the contacts who clicked the button in your campaign, then turning that segment into a list.

➡️ To learn how to create a list from a segment of contacts, check our dedicated article Create a new list from a segment of contacts.

Step 1: Segment the contacts who clicked

1. Go to CRM > Contacts.
2. Click Add filter > Marketing > Email > Link clicked in an email.
3. Fill in the required fields, specifying your campaign and the button's link URL.

Contacts matching this condition appear below the segment.

Step 2: Create a list from the segment

1. In the segmentation results, check the box next to CONTACT and click Select all the # contacts to select all the segmented contacts.
   
2. Click Add to a list(s).
   
3. Click the List(s) field and select Add a new list.
   
4. Name your new list and choose a folder.
5. Click Create.
6. Click Add to confirm.

Going forward, you should only send campaigns to this list.

Exporting proof of consent

Export your campaign report in CSV format to keep a record of who reconfirmed their consent.

1. Go to Marketing > Campaigns > Emails.
2. Click the report icon to open the report for your campaign. To learn more, check our dedicated article Analyze and export your email campaign report.
   
3. Click the Export report drop-down at the top of the report.
4. Select Export CSV.
5. Select Export all data by contact.
6. Click Export CSV.
7. To download the export file from your Notifications, click the bell icon 🔔 next to your account name and click Download the file on the corresponding notification.
   

You will also receive the CSV file by email at your account email address.

⏭️ What's next?

• Guidelines for a GDPR-compliant sign-up form

🤔 Have a question?

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