How to Capture Customer Consent and Legal Basis in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Sparkforge has built-in consent checkboxes across forms, webchat, calendars, and order forms, plus tags and custom fields for tracking GDPR legal basis on each contact. This guide isn't legal advice — your counsel sets the rules; Sparkforge gives you the controls.

Under GDPR and similar privacy laws, you need a legally recognized reason — a "legal basis" — to collect and process personal data. Sparkforge gives you the consent checkboxes, custom fields, and automation hooks to capture that across every touchpoint. Your legal counsel decides the policy; this article shows where to wire it in.

This article is informational, not legal advice. Talk to your legal team or outside counsel for compliance guidance specific to your business.

Why this matters

Common legal bases for processing personal data:

Informed consent: the customer explicitly opted in.
Contractual obligation: processing is needed to deliver the service or product they signed up for.
Legitimate interest: a business purpose that doesn't override the customer's rights.

What counts as personal data

Name, email, phone number
Location data and IP addresses
Payment details and order history

Where to collect consent in Sparkforge

Forms and Surveys

Use the Custom Checkbox element in the Form Builder. Add disclosure language that fits your business and applicable regulations. Consent is tracked under a contact custom value tied to that form submission.

Webchat

Add disclosure text in the Legal Message description box. Highlight "Privacy Policy" in the text, click Link, and paste your privacy URL.

Calendars (bookings)

Customize the booking consent checkbox text to match your wording.

Order Forms

Enable the Terms and Conditions checkbox in Order Form settings.
Add disclosure language for your jurisdiction.
Highlight "Privacy Policy", click Link, and paste your URL.

Funnels and Websites

Personal data is collected through embedded Forms, Surveys, Order Forms, Calendars, and Webchat. Each element supports consent text and links to your privacy policy and terms.

Track legal basis on contacts

Create a custom field on contacts named Legal Basis.
Define values that match your policy: Consent, Contractual Obligation, Legitimate Interest.
Optionally create a tag per legal basis for fast filtering.
Apply the tag and set the field value manually, or use a workflow that runs on form submission to assign both automatically.

The legal basis lives on the contact record, so you can filter, export, or audit data collection at any time.

Frequently Asked Questions

Where do I add consent checkboxes in Sparkforge?

Inside Forms and Surveys, Webchat, Calendars, and Order Forms. Each surface supports custom disclosure text and a linked Privacy Policy URL.

How do I track legal basis on a contact?

Create a custom field called Legal Basis with values like Consent, Contractual Obligation, and Legitimate Interest. Optionally add tags for quick filtering.

Can I assign legal basis automatically?

Yes. Build a workflow that fires on form submission, assigns the corresponding tag, and updates the Legal Basis custom field.

Does Sparkforge make me GDPR-compliant?

No platform makes you compliant on its own. Sparkforge provides the tools — consent capture, custom fields, automation. Your legal counsel sets the policy your business follows.

Can I link my Privacy Policy and Terms inside webchat?

Yes. In the webchat Legal Message description, highlight the link text, click Link, and paste your URL. Same pattern applies to forms, calendars, and order forms.