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Add a Custom Marketing Consent Message and Custom Terms & Conditions to a Survey

Adarsh Subramaniam avatar
Written by Adarsh Subramaniam
Updated this week

You can display your own marketing consent text and legal terms on your Surveys. This provides more control over your messaging when collect data to ensure it aligns with your brand language and legal policies.

Note: Custom marketing consent messaging and custom terms & conditions are available on an opt-in basis for Enterprise merchants. Reach out to your Okendo representative to enable these features.

In this article, you'll learn how to:

Add a Custom Marketing Consent Message

This step allows you to ask for marketing consent alongside your email question.

  1. In the Okendo admin, navigate to Surveys, edit a specific survey.

  2. Add a new question by clicking the + button and then selecting the email question type.

  3. Edit the email question and enable the Email question toggle.

  4. Enter your preferred email question text (for example, “What’s your email address?”).

  5. Toggle on Ask for marketing consent.

  6. In the text box provided, enter your custom marketing consent message. Make sure your consent message clearly states that the customer is opting in to receive marketing communications. E.g. ​Email me with news and offers

  7. Click Apply to save your changes.

Add Custom Terms & Conditions and Privacy Policy

  1. In the Okendo admin, navigate to Surveys, and then click on a specific channel such as Shareable Link.

  2. Edit a specific survey and expand the Custom T&Cs section.

  3. Complete the following fields:

    • Legal Entity Name: Your business’s legal name.

    • Terms Text: Label for your Terms & Conditions (e.g. "Terms and Conditions").

    • Link to Terms: URL to your Terms & Conditions.

    • Privacy Text: Label for your Privacy Policy (e.g. "Privacy Policy").

    • Link to Privacy: URL to your Privacy Policy.

    • Additional Terms: Any additional terms you'd like to display alongside the survey.

The terms added here cannot supersede Okendo's End User Terms & Conditions or Privacy Policy.

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