Understanding compliance requirements
Modern data protection regulations like GDPR and CCPA require marketers to carefully manage how they capture, handle, and store lead data. Showing users the right compliance information based on their location is now essential best practice.
Before implementing compliance rules, make sure you understand the difference between user country and language in Formulayt, as most regulations are based on the user's location, not the page language or domain.
Step 1: Create a compliance region field
First, create an intermediary hidden field called Compliance_Region that will categorize countries into regulatory groups:
Note: The country values used below are for demonstration purposes only and may not represent current compliance regulations. Consult your legal team for accurate country classifications.
GDPR compliance region rule
Trigger:
Set to run continuously (since Country can change in real-time)
Conditions (IF):
Field: Country
Condition: is in
Value: GB,IE,FR,DE,ES (and other applicable EU countries)
Actions (THEN):
Change the value of Compliance_Region to "GDPR"
Explicit opt-in region rule
Trigger:
Set to run continuously
Conditions (IF):
Field: Country
Condition: is in
Value: CA,AT (and other countries requiring explicit opt-in)
Actions (THEN):
Change the value of Compliance_Region to "Explicit"
Implicit opt-in region rule
Trigger:
Set to run continuously
Conditions (IF):
Field: Country
Condition: is in
Value: US,CH,HK (and other countries allowing implicit opt-in)
Actions (THEN):
Change the value of Compliance_Region to "Implicit"
Step 2: Set rules for opt-in field label changes
Now, create rules on your opt-in checkbox field to dynamically change its label based on the Compliance_Region value:
GDPR label rule
Trigger:
Set to run continuously
Conditions (IF):
Field: Compliance_Region
Condition: equals
Value: GDPR
Actions (THEN):
Change label of this field to: By checking this box you confirm that you are opting in to marketing communications. For more information see our <a href="https://www.formulayt.com/gdpr">GDPR Policy</a>.
Otherwise: Reset the label of this field
Explicit opt-in label rule
Trigger:
Set to run continuously
Conditions (IF):
Field: Compliance_Region
Conditon: equals
Value: Explicit
Actions (THEN):
Change label of this field to: By checking this box you confirm that you are opting in to marketing communications. For more information see our <a href="https://www.formulayt.com/privacy">Privacy Policy</a>.
Otherwise: Reset the label of this field
Implicit opt-in visibility rule
Trigger:
Set to run continuously
Conditions (IF):
Field: Compliance_Region
Condition: equals
Value: Implicit
Actions (THEN):
Hide this field
Otherwise: Show this field
Alternative approach
Instead of changing field labels, you could create separate opt-in fields for each compliance region and use show/hide rules to display only the appropriate one. This approach might be preferable if:
The opt-in text varies significantly between regions
You need to track different types of consent separately
Different regions have different checkbox requirements (required vs. optional)
Best practices for compliance fields
Place the Country field early in your form to ensure compliance fields are properly set
Test your rules thoroughly with different country selections
Consult with your legal team to verify the correct language for each region
Consider adding required field validation for regions where explicit consent is mandatory
Document your compliance approach for audit purposes