Using Mailchimp to re-permission subscribers for GDPR
A guide to help with re-permissioning
GDPR or General Data Protection Regulation is something we all need to be ready for. Thankfully, there are some aspects of complying that do not have to be hugely difficult. One of these is gaining permission – again – to contact your subscribers if you use Mailchimp.
Enable GDPR fields
Mailchimp offers a few GDPR features by default which are really useful if you’re not quite sure where to start. To use GDPR fields on your signup forms, enable them for each list that collects or contains personal data from EU citizens, then edit them to reflect your marketing practices.
- Navigate to the Lists page.
- Click the drop-down menu to the right of the list you want to work with.
- Select Settings.
- Click List Name & Defaults.
- Check the Enable GDPR Fields option.
- Click Save.
You’re all set. GDPR fields will appear in the form builder for you to view and manage.
Tweak design of update profile form
Once you have enabled GDPR fields you can make sure that your
Update Preferences form is formatted as you expect it. To do this you can follow these steps:
- Navigate to the Lists page.
- Click the drop-down menu next to the list you want to work with and choose Signup Forms.
- Click the option for Form Builder.
- Select Update Profile Form.
- Once you have selected this option, you should be able to see your form below the drop-down, now you can ensure the design meets your needs.
- At the bottom of the form, you should ensure that the following fields are present
- Assuming the form is complete, hit Save to ensure your form is set up.
- Now you will need to go and create a campaign ready to send to get permission.
Inserting update profile link to your campaign
Once you have created your new campaign for re-permissioning you will need to have a Call-To-Action, for instance a button to decide communication preferences, which links to your update preferences form.
In order to do this, create a link or button in your campaign design, and set your button destination to
*|UPDATE_PROFILE|* which will generate a unique link for each subscriber to update their preferences.
Segmenting your list
For the sake of this article we are going to assume you have a list of email addresses that you need to re-permission. In order to send to this specific set of people you will need to:
- Go to your new campaign
- Click Edit Recipients
- From the Segments drop down, select Group or New Segment
- On the left-hand side, select Paste Emails and paste the list of emails you need to re-permission
- Click Build Segment
Send and wait for responses
Now you have everything in place, you’re ready to send your email to your subscribers.
Once it has been sent, your subscribers will begin to update their preferences, and you should start to see their GDPR preferences updated in Mailchimp. Now you’re on your way to becoming compliant.
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