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Creating the Optin custom field in Mautic

This process guides you through setting up a custom field for tracking consent in Mautic. The Optin field is essential for GDPR compliance as it stores explicit user consent for data processing and marketing communications.

Requirements

  • Admin access to Mautic
  • Permission to create custom fields

Step-by-step guide

  1. Navigate to Administration panel > Custom Fields
  2. Click New in the top-right corner
  3. Configure its basic settings
    • Set Label to Optin
    • Select Contact as Object
    • Choose core as Group
    • Select Boolean as Data Type
  4. Configure the boolean labels
    • Enter No for the negative option
    • Enter Yes for the positive option
  5. Set these other field properties
    • Enable "Available for use"
    • Disable "Required"
    • Enable "Visible on forms"
    • Enable "Indexable"
    • Disable "Is Unique Identifier"
  6. Save the custom field

How do I know if I executed this process correctly?

  • The Optin field appears in your custom fields list
  • The field is available when creating forms
  • Submitting a form correctly sets Yes/No options
  • The field appears in contact records

Note

Try using a form to set one of the options, then check the contact’s profile to verify.

Now you can create a campaign to handle data processing.

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