I'm Nicky Pasquier, the founder of Virtuoso Assistant, helping you grow your business
on a budget. As I'm sure you all know by now the General Data Protection Regulations kick
in after 25 May this year. So in this tutorial I'm going to help you set up your MailChimp
sign-up forms so you stay compliant by obtaining freely given, specific, informed and unambiguous
consent. I'm going to show you the three essential steps you need to take to ensure your email
marketing is GDPR compliant going forward using MailChimp's new GDPR form fields. But
before I start I need to point out that MailChimp GDPR form fields are not available for embedded
forms, form integrations and only subscriber pop-up forms that use the Modal design format
and either the none or top image alignment. So now let's start by setting up our GDPR
form fields on a regular sign-up form. Firstly select a List you'd like to add GDPR form
fields to. It can be an existing or a new List and select the Settings tab on the right
hand side. Now click on the List Name and Defaults sub-heading and you'll see a check
box to enable GDPR fields. You're going to add a tick in the box. Please remember to
Save using the button right at the bottom. Heading back up to the top of your screen
click on the Sign Up Forms tab. Select the Form Builder. Scrolling down you'll see where
MailChimp have added the new GDPR fields right at the bottom which is called Marketing Permissions.
To start customising form fields hover over the section and right click it once. On the
right hand side you'll find your GDPR field settings. If you don't like the sound of Marketing
Permissions in the Field Label you can overwrite it and call it something else. I'm going to
call it GDPR and Marketing Permissions just so it is absolutely clear to my subscribers
what this is about. The description section explains why you are collecting data on your
form. Again you can edit the text according to your business needs. The Options section
is very important and it is here that you're allowing subscribers to choose exactly what
kind of emails they'd like to receive from you. This is what GDPR means by "Granular
Consent". So you need to think very carefully about this before you add your own options.
You can keep adding options by clicking on this Add An Option button. Remember that each
marketing activity you carry out must be clearly communicated and requires separate consent.
Finally the Legal Text underneath is again customisable and explains how you will use
contacts' data. You need to include the identity of the organisation which is collecting data,
which is you, and include your contact details. Let subscribers know very clearly how they
can edit their preferences or unsubscribe from your emails. It is not acceptable to
make subscribers jump through a series of hoops to unsubscribe. It must be a clear and
easy process. Make reference to your Privacy and Cookie Policy in this section if it is
appropriate. Since it is not possible to add any links here I always add a short paragraph
in the body of my sign-up form to include a link out to my Privacy Policy just to be
absolutely sure that my visitors have the right information before subscribing. Once
you're happy with all the information you've added be sure to Save Fields at the bottom.
The little section here is not customisable since it indicates to your subscribers that
their data will be stored on your MailChimp account and therefore includes a link to their
Privacy Policy and their Terms. Step #2: Segmenting your Lists. The next step to becoming compliant
is to segment your Email List according to your subscribers' preferences to ensure you
only send out emails that they've requested from you. So from your sign-up form go to
the top of the page, select the Manage Contacts tab, and View Contacts. You'll want to create
as many segments in your List as you have Options in your GDPR form field. So click
on the tab that says Create a Segment. Make sure first of all that the Auto-Update option
is enabled so that new subscribers can automatically be added to each segment as they opt in. So
to create your first segment you'll want to select "Contacts match ALL of the following
conditions: that their EMAIL PREFERENCES ARE ONE OF and choose one of your segments". You'll
want to preview your segment and then Save as a Segment. And you'll want to call it something
memorable so you remember, so in my case it will be Blog Updates. My Auto-Update check-box
is ticked and now I just need to save it. You can add up to 5 conditions for subscribers
who indicated a preference for more than one option. I'll run through that one more just
so you're clear about how to create a segment. [MUSIC 🎼]
You can view all your saved segments by clicking on this pull-down menu.
Step #3: Obtaining Consent, and this is the final step
so you're nearly done. From the moment you enable your GDPR form fields any new subscribers
will automatically be added to the relevant segments in your List and your List will be
GDPR-compliant. However, what do you do with subscribers who opted in before you added
the GDPR form fields? You need to give them the same chance to select their email preferences
and they also need to know about how and for what you're collecting their data. Fortunately
MailChimp have created a really easy solution to this problem by providing a GDPR Subscriber
Alert template. So head over to the Templates tab on your dashboard, click on Create Template
and select Themes. You'll see a pull-down menu underneath and right at the bottom you'll
see Subscriber Alerts. So click on that to select it. You'll see you have 2 templates
and this is the one on the right hand side that you need, so click on that to bring it
up onto your dashboard. The template is totally customisable so you can add your own brand
style, upload your business logo and edit the template according to your needs. You
may want to design a new subscriber alert campaign for each separate List you have.
To avoid people unsubscribing at this point be sure to point out the benefits to them
of rejoining your List. Point out that they will only ever receive an email from you that
is totally relevant to their interests and needs, for example. You might want to include
a short paragraph underneath to say that you will remove subscribers from your List if
you don't hear from them within a certain amount of days. There are only a few weeks
left until 25 May so you'll need to do this before then in any event. I hope that tutorial
was helpful? If so I'd be grateful if you would give it a LIKE, share it with your friends
and don't forget to subscribe to my Channel so you stay up-to-date with all the latest
email marketing tips and advice. I'll see you in the next video!