Growthable

How to Collect Consent and Track Legal Basis for Personal Data

Updated February 14, 2025

Without a clear record of consent or legal basis, processing your leads' personal data puts your agency at serious compliance risk. This guide shows you how to capture customer consent across GoHighLevel forms, surveys, and calendars, and how to track legal basis for contacts who haven't explicitly opted in.

Disclaimer : This article is for informational purposes only and does not constitute legal advice. For guidance specific to your situation, consult with a qualified attorney.

  1. What is personal data?
    1. Any information which are related to an identified or identifiable natural person

  2. Where can personal data be collected?
    1. Funnels & Websites

  3. Pre-requisites
    1. Privacy policy should be displayed during obtaining the personal data
    2. 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
    1. Forms & Forms embedded on websites or funnels
    2. Surveys & Surveys embedded on websites or funnels
    3. Webchat
    4. Calendars & calendars embedded in funnels or websites
    5. 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
    1. Create a tag for it and apply it to such contacts (where it applies) either manually or by means of an automation

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