How to Track Customer Consent or Legal Basis in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Display your privacy policy at the point of collection and capture consent on forms, surveys, web chat, calendars, and order forms. When consent isn't explicit, tag the contact with the legal basis you're relying on.

This article is informational, not legal advice. Talk to your own counsel about consent and lawful basis for your business.

What counts as personal data

Any information that relates to an identified or identifiable natural person — name, email, phone, IP, location, etc.

Where you collect personal data in Sparkforge

Funnels and websites
Forms (standalone or embedded)
Surveys (standalone or embedded)
Web chat
Calendars (standalone or embedded)
Order forms (standalone or embedded)

Pre-requisites at the point of collection

Show the privacy policy. A link must be visible at every surface where you collect personal data.
Capture consent or document a legal basis. Either get explicit consent or be ready to record what other lawful basis you're relying on.

How to capture consent

Use a Terms & Conditions element or a checkbox on each surface — forms, surveys, web chat, calendars, and order forms — linked to your privacy policy. The submission record then ties the contact to a clear opt-in event.

How to track legal basis when consent isn't explicit

Create a tag (for example, legal-basis:contract or legal-basis:legitimate-interest) and apply it to the contact — manually or through a workflow. The tag becomes your documented record of why you're processing that person's data.

Frequently Asked Questions

What's the difference between consent and legal basis?

Consent is one of several lawful bases under privacy regulations like GDPR. The others include contract, legal obligation, vital interests, public task, and legitimate interests. If you have explicit consent, record it; if you're relying on another basis, document which one.

Do I need a checkbox on every form?

For surfaces collecting personal data subject to GDPR/CCPA opt-in requirements, yes — you need a recorded affirmative action. Confirm specifics with your legal counsel.

How do I see which contacts have which legal basis?

Filter contacts by tag in a Smart List. If you tag using a consistent prefix like <em>legal-basis:</em>, you can find every contact under each basis quickly.

Can I automate consent tagging?

Yes. Use a workflow triggered by form submission, calendar booking, or order completion to apply the appropriate consent or legal-basis tag automatically.