In Sarbacane, you can collect behavioral tracking consent (measurement of opens and clicks) directly from your forms with the Behavioral tracking preference question. Your contact's answer is saved in the Email behavioral tracking consent field of their record, with no export or re-import.
Have a contact list and a form license in Sarbacane.
In line with CNIL recommendations, you must obtain your contacts' explicit consent before measuring the opening of your emails and clicks on your links (tracking pixel and tracked links).
Without this consent, the contact's opens and clicks are not measured: your emails and links work normally, but they do not appear in your statistics. Collecting consent at sign-up lets you measure your new contacts' engagement from their very first email.
Create or open your form in the editor.
In the right-hand panel, under Questions, find the Behavioral tracking preference question (at the very bottom of the list, shield icon).
Drag and drop it where you want in your form, ideally just before the submit button.
A consent text appears automatically, with a checkbox.
Click the question to open its properties, then fill in the Sender name field with your company name: it replaces the {senderName} variable in the text.
If you wish, customize the text (see below).
Save your form.
Once the question is added, the following text is displayed:
“I agree that {senderName} may use trackers (tracking pixels and tracked links) in emails sent to this address, to know whether I open them, when, and which links I click, in order to measure the effectiveness of its emails and adapt their content and frequency. I can withdraw this consent at any time via the link at the bottom of each email.”
You can keep this text as is or rewrite it entirely to match your brand's tone.
For consent to be valid, your text must remain clear and complete. It must state:
Who: the name of your company or brand.
Which trackers: tracking pixels and tracked links.
What is measured: email opens, when they happen and clicks on links.
Why: the purpose, for example measuring the effectiveness of your emails and adapting their content and frequency.
How to withdraw consent: for example via the link at the bottom of each email.
Note: if in doubt about the wording, have your text approved by your DPO or legal team.
On the published form, the question appears as a checkbox with the text, showing your company name instead of {senderName}. By ticking the box and submitting the form, the contact gives consent. If they leave it unticked, no consent is recorded.
The answer is automatically saved in the Email behavioral tracking consent field of the contact record, and the consent date is updated. You can also see it in the corresponding column of the contact directory.
Best practices:
This checkbox is never mandatory: consent must be freely given, and a contact can sign up without accepting tracking.
Test your form with a test address, then check the record of the contact created.
After a submission with the box ticked, the contact's Email behavioral tracking consent field is set to Active and its consent date is today's date.
I can't find the “Behavioral tracking preference” question.
It is at the very bottom of the question list, in the editor's right-hand panel. Scroll down to the end of the list.
The text shows “{senderName}” instead of my company name.
In the editor, the {senderName} variable stays visible: it is replaced in the preview and on the published form. If the name still does not appear, check that the Sender name field is filled in in the question properties.
I was using an intermediate column with an export and re-import.
This method is no longer needed: replace your old question with the “Behavioral tracking preference” question. For consents already collected in your intermediate column, re-import them one last time (see How to import tracking pixel consent in Sarbacane?).
→ How to manage tracking consent in the Sarbacane contact directory?
→ How to import tracking pixel consent in Sarbacane?
→ How to collect tracking pixel consent via a campaign in Sarbacane?
