How to get customer consent or track legal basis to process your lead's or customer's personal data

Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. 

1. What is personal data?

   • Any information which are related to an identified or identifiable natural person

2. Where can personal data be collected?

   • Funnels & Websites

3. Pre-requisites

   • Privacy policy should be displayed during obtaining the personal data

   • Get your customer's consent to process their personal data or make sure you have a legal basis for doing so.

4. How to get consent from your customers

   • Forms & Forms embedded on websites or funnels

   • Surveys & Surveys embedded on websites or funnels

   • Webchat

   • Calendars & calendars embedded in funnels or websites

   • Order forms embedded in funnels or websites

5. How can you track your "legal basis" for processing customer's personal data if they have not expressly consented to the processing

   • Create a tag for it and apply it to such contacts (where it applies) either manually or by means of an automation