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Consent · free template

Marketing Opt-In Form

Granular email, SMS and post consent form built around UK GDPR and PECR — separate, unticked boxes per channel.

A ready-to-use consent, waivers & releases form for any team that needs demonstrable permission: 10 questions, 1 page, 2 conditional rules.

Questions
10
Pages
1
Layouts
classic · card
Conditional rules
2
Typical time
2 min
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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Marketing opt-in

Include your country code.

You must accept before submitting.

1 question is hidden by conditional logic right now — change an answer above to reveal it.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Marketing Opt-In Form is built for any team that needs demonstrable permission who need to record who agreed to what, and when.

  • Any team that needs demonstrable permission working in consent, waivers & releases.
  • Teams who need to record who agreed to what, and when without writing code or paying for a custom build.
  • Anyone replacing consent claims you can't evidence months later with one structured record per enquiry.
  • Respondents are customers, patients and participants — the form asks them 10 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of consent claims you can't evidence months later and turns each submission into a record your team can act on immediately.

  • 3 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • It allows multiple selections without free text.
  • Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Marketing Opt-In Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 2 conditional rules ship with it.

  • Features advanced show logic: if “Which channels would you like to hear from us on?” is one of Email, SMS / text message, the form dynamically exposes “Topics you're interested in”. Otherwise that question never appears.
  • Features conditional validation: if “Where did this request come from?” is Other, “Please specify” becomes mandatory before the form can be sent.
  • All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

PECR treats electronic marketing consent separately from the general lawful basis a business relies on for other processing, and a single "yes, market to me" checkbox does not satisfy either. This form asks for consent channel by channel — email, SMS and post are each their own unticked box, because a person agreeing to a newsletter has not automatically agreed to text messages. It records who is consenting, when, and which organisation they are consenting to hear from, plus an optional note on where the consent was collected (in branch, online, at an event) so a later audit can trace the source. A topics-of-interest field lets people narrow what they hear about without withdrawing consent entirely. The closing section states plainly that consent can be withdrawn at any time and how, which is expected practice rather than an optional extra. None of the boxes are pre-ticked, none are bundled with an unrelated action like completing a purchase, and the record this form produces — timestamp, channel, wording shown — is the kind of evidence a regulator or an internal audit will actually ask to see.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Marketing preferences

  • Full namerequired
  • Email addressrequired
  • Mobile number (for SMS only)
  • Postal address (for post only)
  • Which channels would you like to hear from us on?
  • Topics you're interested in
  • Where did this request come from?
  • Please specify
  • Date of consent
  • Agreementrequired

10 questions in total.

How the form changes as it's filled in

This template ships with 2 conditional rules, grouped into 2 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Which channels would you like to hear from us on?”

  • Reveals questions

    If “Which channels would you like to hear from us on?” is one of Email, SMS / text message, the form reveals “Topics you're interested in”.

Driven by “Where did this request come from?”

  • Makes answers required

    If “Where did this request come from?” is Other, “Please specify” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Never pre-tick a channel

    Each checkbox must start empty — PECR consent has to be a positive, freely given action, not a default someone has to notice and undo.

  2. 2

    Keep channels separate

    Email, SMS and post have different rules and different withdrawal routes, so record and manage them as separate consents, not one combined flag.

  3. 3

    Log the source

    The "where did this request come from" field matters more than it looks — it is what lets you show a consent record actually came from the person, not an imported list.

  4. 4

    Make withdrawal as easy as opt-in

    Every marketing email should carry an unsubscribe link that maps back to the channel recorded here, not just a general "contact us" address.

Mistakes to avoid

  • Using one combined "marketing" checkbox for email, SMS and post, which cannot show separate consent if a regulator asks about a specific channel.
  • Pre-ticking any of the channel boxes, or bundling consent into a purchase or event registration so it isn't a distinct choice.
  • Not recording the date and source of consent, leaving no evidence trail if the consent is ever challenged.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Store each channel's consent as a separate, timestamped record against the contact, and suppress any channel the person didn't tick from your marketing sends immediately.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the marketing opt-in form, matched on the words people actually search for.

Privacy & compliance

This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.

Frequently asked questions

Is this the same as a general GDPR consent form?

No — the GDPR Consent & Data Request Form covers broader data processing consent, while this one is specifically about PECR's electronic marketing rules, which need their own, separate, unticked opt-in per channel.

Do I need a lawful basis form as well?

Yes if you also process the same data for a non-marketing purpose — pair this with the Lawful Basis Record so the marketing consent and the underlying processing basis are documented separately.

Can someone opt in to SMS only?

Yes, that's the point of separate checkboxes — they can tick SMS and leave email and post blank, and only SMS marketing should follow.

How long should I keep this record?

Keep it for as long as you rely on the consent, and be ready to produce the timestamp and wording shown if someone later disputes having agreed.

Is the Marketing Opt-In Form template free to use?

Yes. You can preview and test Marketing Opt-In Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Marketing Opt-In Form template ask for?

It asks 10 questions across 1 page, 3 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Marketing Opt-In Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this consent, waivers & releases form work?

2 conditional rules ship with the template: Features advanced show logic: if “Which channels would you like to hear from us on?” is one of Email, SMS / text message, the form dynamically exposes “Topics you're interested in”. Otherwise that question never appears. Features conditional validation: if “Where did this request come from?” is Other, “Please specify” becomes mandatory before the form can be sent. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.

Where do responses to the Marketing Opt-In Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Marketing Opt-In Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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