Action Network Help & FAQs

Managing group opt-in and data processing text settings

You can manage your group's opt-in and data processing text settings on the group's manage page, settings tab. These settings are useful for complying with GDPR or other data protection laws, as well as in other cases.

Note: This is not legal advice and GDPR compliance involves a lot more than changing your opt-in settings. See our document on GDPR for more information, and talk to your lawyers for legal advice.

Opt-In Settings

By default, opt-ins on actions your group sponsors are displayed as a checkbox on the action's page or embedded widget, underneath the submit button, that is pre-checked. The checkbox displays the name of the group sponsoring the action, or if the action is sponsored by multiple groups, each group's name. Additional checkboxes may appear in different situations. If the action is sponsored by an individual as well as a group, the individuals checkbox will appear. If the action is an event that is part of an event campaign, the event campaign sponsoring group's checkbox will appear. If the action has been shared via a referrer code, the referring individual or group's checkbox will appear. Each of these checkboxes is separate, and can be individually toggled by an activist.

If an activist takes action and leaves a checkbox pre-checked, they are subscribed to receive emails from your group (or the other entity, if it is an additional checkbox). If they uncheck the box and are new to your list, their data is stored but they are added to your group's list as unsubscribed (or the other entity, if it is an additional checkbox), so they will not receive email. If they uncheck the box and are not new to your list, their data is updated and their subscription status will not change (if they are currently subscribed they will stay that way, if they are currently unsubscribed they will stay that way).

If you turn on the affirmative opt-in setting, the opt-in section on your action's pages or embedded widgets will change. Instead of a pre-checked checkbox, activists will see a required radio button group above the submit button, with language about opting in. They will have to answer yes or no to the opt in question in order to submit the form and complete the action. In this way, they can affirmatively opt in to receive your emails.

The groups mentioned in the radio button group slightly change as well -- if your group is in a network, each group's name, from the sponsoring group up to the top parent of the network is displayed, so an activist understands they are opting in (or not) to each group in the network as data travels upwards.

Additional radio button groups may be displayed in different situations, as mentioned above. Each radio button group is separate and can be toggled individually by the activist.

The functionality of the different options remains the same, however. If an activist takes action and chooses yes to the opt in question, they are subscribed to receive emails from your group (or the other entity, if it is an additional radio button group). If they choose no and are new to your list, their data is stored but they are added to your group's list as unsubscribed (or the other entity, if it is an additional checkbox), so they will not receive email. If they choose no and are not new to your list, their data is updated and their subscription status will not change (if they are currently subscribed they will stay that way, if they are currently unsubscribed they will stay that way).

Choose your setting and click the "Save Changed" button to save your settings. 

To see an example of this opt in setting, click here

Data Processing Text

You can additionally add data processing text to the bottom of your action pages or embedded widgets, underneath the submit button, by checking the add data processing checkbox in the settings tab of your group's manage page, and entering text or HTML in the subsequent box.

Adding the data processing text may be useful to add a generic disclaimer to all of your actions, or to explain to activists how their data will be processed and how the opt-in options work, or to link to your privacy policy, as may be required by GDPR or other data protection laws.

Choose your setting, enter your text or HTML, and click the "Save Changed" button to save your settings. 

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