Ask for consent and add terms and conditions

To send marketing to the people who sign up, you need their consent. In Scratcher, consent is given with checkboxes in the form. Scratcher stores each person's answer with the exact text, the time and the IP address, so you can document it.

Add a consent checkbox

1. Click the checkboxes in the form, or add a Checkbox element inside the form. The panel is called Checkboxes.
2. Write the consent text directly on the page, for example "Yes, I would like to receive offers and news from Brand by email. I can unsubscribe at any time."
3. Under Permissions, click Add permission to add more checkboxes, for example one for email and one for SMS.
4. Open a permission and choose whether it is Required. For a required checkbox, write the Error message people see if they don't tick it. Consent to marketing should normally be optional, while accepting the terms of the competition can be required.
5. To link words in the checkbox text to your terms, select the words and click Term link in the text toolbar. Choose a terms page or New term. Remove term link takes the link off.

Manage the checkboxes

• Rename: double-click a permission's name under Permissions. The name is what you see when you filter integrations and in the lead's consent history.
• Reorder: click Reorder, drag the permissions by the handle, and click Done reordering.
• Remove: open the permission and click Remove permission. The last permission can't be removed on its own; remove the whole element instead.

Style the checkboxes

On the Styles tab: Font, Border, the colors of the Checkbox, the Checkmark and the Error, Size, Shape and Vertical alignment (how the box lines up with a long text).

Choose which checkbox subscribes people

By default, everyone who signs up is subscribed to the emails you send from Scratcher. To subscribe only people who tick a checkbox:

1. On the Styles tab of the checkboxes, open Checkboxes add-ons and turn on Subscribe permission.
2. Under Subscribe permission (leave empty to always subscribe), choose the checkbox.

Link your terms and conditions

Every competition should have terms that explain who can take part, the prizes, how winners are found and how you use the data.

1. Under the form page in the flow, click Add terms and conditions.
2. Write your terms on the new page.
3. Link to the page from the checkbox text with Term link.

Need help writing them? Try our free competition terms generator and consent text generator.

Only send people who said yes

When you connect an integration, use Filter by permissions (optional) and select your marketing checkbox. Only people who ticked it are sent to your email tool. See How integrations work.

See a person's consent

Open a lead and go to the GDPR tab to see Accepted permissions: which texts the person accepted, and when.

Check before launch

The health check tells you if the consent checkbox is set up, if the consent text has been changed from the template, and if the terms page is linked.

This article is general help, not legal advice. Rules differ between countries, so check your texts with a lawyer if you are unsure.