GDPR legislation is not too far off in the future, so it's always good practice to get into the habit of recording proof of consent.
A popular way to do this is by providing an Agree to Emails checkbox, however this can cause confusion depending on whether it’s an opt-in or opt-out contract and therefore delegates are often unaware they have actually agreed to something.
If you ever need to collect proof of consent or just have a delegate sign on the dotted line, then an e-signature is a great way to do demonstrate express consent. Here's how you can use the Akkroo Signature field.
From the Form Builder, select Signature from the custom questions list.
Next you'll need to give the question a title such as, "Please sign here:", you can find more information on building your form here.
2. Using the Signature field
In the example below, the signature field has been used in conjunction with a Terms & Conditions disclaimer. Once reviewed, they can sign using their finger or stylus to confirm their consent.
Once you've collected and synced your data back to the dashboard, you will be able to view the signature by clicking on the contact record.
3. Exporting and storing signature data
The signature is stored in Base64 format, this means the image is saved as a string of code rather than a photo file, making the data easier to store across a range of different platforms. This can be stored in your CRM tool as a text field.
Here are the main points to bear in mind:
- These can be fairly long strings of characters, so if you are entering this into your CRM, ensure your text field is not limited by characters or has enough space.
- If you use an online decoding tool to view the image, set the file type to svg, you can use one like this.
- Base64 is a widely recognised method of storing images and can be viewed may ways, including via your browser.
If you wish to convert the signature back to an image before storing it, I would recommend consulting your IT or development team who will be able to advise you further on this.
Have a question? Contact us at firstname.lastname@example.org