Software Guides, Tutorials and News

5 Steps to Create GDPR Compliant Forms

Like Up:
Like Down:
04 Jan 2021

History of GDPR

General Data Protection Regulation popularly known as GDPR can be traced back more than two years ago after being passed by the European Union. It’s considered to be the largest piece of regulation that touches on data security to be implemented by the European Union. With the evolution of Internet connections, this has become an important tool for protecting personal data for European citizens. It must be remembered that GDPR has guidelines that guarantee the protection of data especially when the companies that collect data are involved. With the General Data Protection Regulation, all companies, as well as organizations, have been tasked with the responsibility of ensuring that they comply with the regulations whenever they are dealing with data relating to EU citizens.

GDPR came into effect after the constant failure of the Data Protection Directive of 1995 that was meant to define regulations touching on the information management systems. The failures were attributed to the massive development that the world is making in the field of technology. For many, GDPR is a tool that’s used in putting new data management structures in place while reviewing workflows. This has helped in improving service delivery while ensuring that there’s efficiency at working places. Since the majority of companies are processing personal information on a regular basis, the presence of GDPR has in safeguarding people’s data. Going against GDPR terms has far-reaching implications, including hefty fines as well as destroying the reputation of the company involved. For example, your company can be fined up to €20m if it fails to implement the GDPR.

5 Steps to Create GDPR Compliant Forms

The implementation of GDPR is important for two main reasons. First, it enables companies to mine data that they can use for future growth. Secondly, to avoid suffering unnecessary setbacks resulting from hefty fines for non-compliant. Creating GDPR compliant forms is one thing that marketers are expected to do according to the new data regulation guidelines. However, lots of marketers have experienced challenges in designing GDPR considering that it’s a new concept on the market. Most challenges emanate from skewed regulations that fail to offer proper guidelines on how to create the form. To make matters worse, it goes against all the best design practices that have been outlined in the UX handbook. The following guidelines will help you to create GDPR Compliant Forms.

Step #1: Understand the objective of your form

Before creating your GDPR compliant forms, it’s worth noting that the requirements will change from one form to the other. It’s important to make comparisons between the type of data that you’ll be collecting and what you intend to use it. Since GDPR touches on any information that can reveal the identity of a person, the email address is not excluded. It’s important to realize that there some exceptions in the application of GDPR guidelines on email addresses. For example, GDPR regulations won’t apply in situations where customers want to get in touch with you. This means that you’ll be expected to use their email address in responding to their message. Interestingly, any attempt to open an email address to communicate with your client will trigger not only the guidelines of GDPR but also PECR. Whenever this happens, you’ll be required to get consent from the contact form. If this proved more difficult, you can use your email to request it before binning their contact details so long as they remain in touch.

Step #2: Generate trust as well as incentives

The process that’s involved in creating GDPR Compliance Form will never end without experiencing any form of resentment from clients. Since you’ll need the consent of clients before accessing their data, there are higher chances that you’ll face some opposition. You’ll be required to follow GDPR’s consent regulations that provide steps on how consent needs to be asked especially when you’re dealing with lots of data. When resentment becomes too much, you should start thinking of increasing trust. If you’ve clients that trust your business, they’ll feel free to provide any personal information that you need. Consequently, come up with compelling CTAs that will make your offer irresistible.

Step #3: Get consent from the customer

This is the most difficult part when it comes to creating GDPR Compliant form since you’ll be required to come up with a consent system that might have a negative impact on your conversation. There are multiple requirements for acceptable consent, including being given freely, specific, informed, free from an unambiguous indication, and others. Additionally, you should inform users of any possible changes and how you intend to handle their data in the future. Equally, there should a provision that will allow users to opt-out any time they feel like it.

Step #4: Securing users’ data

Another hurdle in creating GDPR Compliant Form is to ensure that personal data is protected against unauthorized access. You’ll be required to put security measures in place that will prevent data leakages. One measure that you can use to protect data is notifying users of the possible data breaches. Another thing that you can do is encrypting forms and deleting data when it becomes needless.

Step #5: Monitor the performance of every step

Just like it’s important to comply with GDPR requirements, it’s important to assess the performance of your business to ensure that it’s hitting the target. There’s credible evidence that GDPR is forcing enterprises to put more emphasis on designing forms which in some ways has helped in improving the brand name.


Even though a lot of questions are being raised about the roles of GDPR in business, we cannot contest the fact that it has helped in improving the performance of business enterprises to a greater extent. This, however, does not mean that everything about GDPR can rejoice. It has brought too many requirements making it more difficult to follow all of them. Although this may be true, it’s important to abide by GDPR requirements to avoid jeopardizing the operation of your business.

No comments yet...
Leave your comment

Character Limit 400