How to Create GDPR Compliant Forms in WordPress

Do you want to create GDPR-compliant forms in WordPress?

European Union’s new GDPR law requires explicit user consent to store personal information so that users can have more personal control over their data stored on websites.

In this article, we will show you how to easily create GDPR-compliant forms in WordPress.

What is GDPR?

The General Data Protection Regulation (GDPR) is a European Union (EU) law that became effective on May 25th, 2018. This new law aims to give EU citizens control over their personal data and change how companies and businesses handle data privacy around the world.

For more details, see our ultimate guide to WordPress and GDPR compliance which will answer all your GDPR-related questions in plain English.

A typical WordPress site may collect users’ personal information in a number of ways. One of which is by adding forms to the site. Most forms collect personal information, and you may want to make sure that your WordPress forms comply with GDPR.

What is Required to Make a Form GDPR Compliant

In order to make your WordPress forms GDPR compliant, you will need to add the following features:

• Ask users to give explicit consent for storing and using their personal information.
• Allow users to request access to their own personal information stored on your website.
• Allow users to request the deletion of their data from your website.

Having said that, let’s take a look at how to easily create GDPR-compliant WordPress forms. You can click the links below to jump ahead to any section:

• How to Make a GDPR Compliant Form in WordPress
• Select Form Template and Add GDRP Agreement Field
• Adding GDPR Compliant Form to WordPress
• Managing Data Access and Deletion Requirements with WPForms
• Disabling User Details for Specific Forms

How to Make a GDPR Compliant Form in WordPress

We recommend using WPForms to make GDPR-compliant WordPress forms. It is the best contact form plugin for WordPress and has built-in GDPR enhancement features.

For instance, you get a 1-click GDPR Agreement field for your forms, GDPR-compliant data retention best practices, easy entry management system to quickly find, export, or delete user data upon request.

First, you need to install and activate the WPForms plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

For this tutorial, we’ll use the WPForms Pro version because it includes the disable user cookies and user details options. However, you can also use the WPForms Lite version to create a GDPR-compliant form.

Upon activation, you need to visit WPForms » Settings page and enter your license key. You can find the license key in the WPForms account area.

Next, you’ll need to scroll down to the GDPR section.

There, you need to check the box next to the GDPR Enhancements option.

Enabling the GDPR Enhancements option will reveal two more GDPR-related settings.

The first option, ‘Disable User Cookies,’ will stop WPForms from storing user sessions. This cookie contains a random unique identifier that helps WPForms add features like related entries, form abandonment, and geolocation. Disabling it will also disable those features.

The second option, ‘Disable User Details,’ will stop WPForms from storing user IP addresses and browser information. Both of these settings are optional, and you can check them if you feel that you don’t need these features.

Don’t forget to click the ‘Save Settings’ button to store your changes.

Select Form Template and Add GDRP Agreement Field

WPForms is now ready to create GDPR-compliant forms in WordPress. You can now go to WPForms » Add New page to create a new form.

You will be asked to enter a title for your form and select a template. These templates are ready-made forms that you can use as a starting point. In this tutorial, we’ll use the ‘Simple Contact Form’ template.

This will launch the WPForms builder interface.

You will see your form preview in the right column, and on the left, you will see all the fields that you can add to your form.

Simply drag the ‘GDPR Agreement’ field and add it to your form.

You will now see it appear at the bottom of your form. If you click on it, more options will appear in the settings panel on the left.

You can change the title of the form field and agreement text, and then use the description box to add details like a link to your privacy policy or terms and conditions pages.

Note: The GDPR Agreement field is always a required field, and it cannot be pre-checked to comply with the GDPR law. You can only add one GDPR agreement field to each form.

Next, you can go to the Settings » Confirmations tab in the form builder. Here, you’ll get different options to select when a user submits a form. For instance, you can show a message, a page, or to redirect users to another URL.

Once you are satisfied with the form, don’t forget to store your changes.

Adding GDPR Compliant Form to WordPress

WPForms allows you to easily add forms anywhere on your website.

You can simply click the ‘Embed’ button at the top of the form builder to get started.

Next, a popup will open, which will ask you to create a new page or select an existing page.

We’ll use the ‘Create New Page’ option for this tutorial.

After that, you’ll need to enter a name for your page.

Once that’s done, simply click the ‘Let’s Go’ button.

Your form will now appear in the WordPress content editor.

Another way to add forms to any page or post is using the WPForms block. Simply add the block to your content and select your form from the dropdown menu.

You can now save or publish your post or page.

Simply visit your website to see your GDPR-ready WordPress form in action.

Managing Data Access and Deletion Requirements with WPForms

One of the requirements for GDPR compliance is to give users access and allow them to request the deletion of their data.

To do that, you can create a ‘Data access/delete form’ and add it to your privacy policy page. Users who wish to access their stored data or want it to be deleted can use that form to send you a request.

WPForms has an excellent entry management system that allows you to quickly find any data submitted via your forms.

You can access all form entries by visiting WPForms » Entries page from your WordPress dashboard and selecting the form you wish to view.

WPForms will show you all entries submitted using that form. You can search for a form entry by entering a name, email address, IP address, or keyword.

From here, you can simply click the ‘Delete All’ option at the top to remove form entries.

You can also delete individual entries or click the view button to see all data stored for that entry.

Disabling User Details for Specific Forms

With WPForms, you get full control over which forms can store user data. You can disable user details to be stored for each individual form.

First, you’ll need to go to WPForms » Settings from your WordPress dashboard and scroll down to the ‘GDPR’ section.

Here, ensure that the ‘Disable User Details’ option is unchecked.

Don’t forget to click the ‘Save Settings’ button when you’re done.

After that, you can change each form’s settings in the form builder.

All you have to do is head to Settings » General in the form builder. Next, click the ‘Advanced’ section to expand it. From here, simply click the toggle for the ‘Disable storing user details (IP address and user agent)’ option.

This will prevent extra user information from being stored for individual forms.

We hope this article helped you learn how to easily create GDPR-compliant forms in WordPress. You may also want to see our article on how to track user engagement in WordPress using Google Analytics and the ultimate WordPress SEO guide for beginners.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create GDPR Compliant Forms in WordPress first appeared on WPBeginner.

February 04, 2023 at 02:10PM

How to Use Cookie Retargeting in WordPress to Show Custom On-Site Messages

Do you want to use cookie retargeting in WordPress?

Cookie retargeting is the secret tool already used by many of the most popular websites. It allows you to show custom on-site messages to your users based on their past behavior which helps you boost sales.

In this article, we’ll show you how to use cookie retargeting in WordPress to show custom on-site messages and boost conversions.

What is Cookie Retargeting?

Cookie retargeting is a marketing technique where websites use cookies to track user behavior and offer a personalized experience.

There are two types of cookie retargeting techniques.

First, there is off-site cookie retargeting. This method is used to track user activities across the web.

Facebook pixel and Google remarketing are two of the most popular advertising programs that allow you to use their massive reach and show targeted ads to people who visit your website.

Secondly, you have on-site cookie retargeting, which allows you to show targeted messages to users based on how they interact with your WordPress website.

What are cookies?

Cookies are small text files containing pieces of data. Websites set cookies in users’ browsers to store temporary information such as login status, user preferences, session details, and more.

How to Use On-Site Cookie Retargeting to Boost Conversions?

There are a number of ways website owners use on-site retargeting messages to boost conversions and increase sales.

For instance, eCommerce stores can show custom offers to users based on how they interact with other offers. This allows you to create a dynamic sales funnel that leads users to make a purchase.

Another use-case scenario would be lead generation. With on-site retargeting, if a user closes one sign-up form, then you can show them a different message with another offer.

On-site retargeting messages are highly effective because:

• It shows personalized messages to users at a time when they are already engaged with your website.
• Allows you to create customized campaigns that get better with each user interaction until they convert
• You save money on paid advertising campaigns by utilizing your existing website traffic to the max

That being said, let’s take a look a how to use cookie retargeting in WordPress.

Creating On-Site Retargeting Campaign in WordPress

The best way to create on-site retargeting messages is by using OptinMonster. It is the best conversion optimization and lead generation software in the world.

You can use it to easily create attention-grabbing signup forms, popups, welcome mats, in-line offers, custom offers, and more.

First, you need to signup for an OptinMonster account by visiting the website and clicking the ‘Get OptinMonster Now’ button. You’ll need at least their Pro plan for cookie retargeting and Growth plan for follow-up campaigns.

Next, you’ll need to install and activate the OptinMonster plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

This plugin acts as a connector between your WordPress site and the OptinMonster app.

Upon activation, you will see the welcome screen. Simply click the ‘Connect Your Existing Account’ button.

Next, a new window will open, where you’ll need to sign in to your account and connect your website with OptinMonster.

Go ahead and click the ‘Connect to WordPress’ button.

Now, you’re ready to create a new campaign.

First, you’ll need to go to OptinMonster » Campaigns from your WordPress admin panel and then click the ‘Create Your First Campaign’ button.

This will take you to the OptinMonster website, where you’ll be asked to choose a campaign type and a template.

You can choose any campaign type or template, but for this tutorial, we’ll be creating a lightbox popup.

You can select any template that you’d like to use for your campaign.

Next, you’ll be asked to provide a name for your campaign and click the ‘Start Building’ button.

After that, you’ll enter the drag-and-drop campaign builder interface.

It is a powerful design tool where you can simply point and click on any item to edit it. You can also add new items like buttons, images, columns, and more to your popup campaign.

Next, you can switch to the ‘Display Rules’ tab at the top.

Here, OptinMonster will give you different options for displaying your onsite targeting campaigns.

For instance, you can show the popup after users spend a certain time on the page, are from a particular location, or are about to exit your website.

By default, OptinMonster will show your campaign after a visitor spends at least 5 seconds on the site. Plus, it appears on all the pages.

Once you are satisfied, simply switch to the publish tab.

Next, you’ll need to make your campaign live by changing its status from Draft to Publish. Don’t forget to click the ‘Save’ button when you’re done.

Now by default, OptinMonster will show this campaign to all users who visit your website. Users will be able to close the popup or perform their desired action.

Creating a Retargeting Campaign to Show Custom Messages

Now that you have launched your first campaign, let’s add another campaign using the follow-up retargeting feature.

Click on the create new campaign button in the OptinMonster dashboard and select your campaign type and template. Since we have used a lightbox popup, we’ll be using a ‘Floating bar’ as our retargeting campaign.

After selecting a template, you’ll enter your campaign name.

Then simply click the ‘Start Building’ button to continue.

After that, you’ll enter the OptinMonster builder where you can design your campaign using simple drag-and-drop tools.

You can edit the optin text, adjust the countdown timer to generate FOMO, add a coupon, and so much more.

Once you are satisfied with the design, it is time to select which users you want to show this custom message to.

Simply switch to the Display Rules tab at the top of the builder. OptinMonster offers a ton of display rules that you can choose from. You can also add multiple rulesets.

Next, under the If menu, go to the ‘Personalization’ display rules options and select Has Closed.

After that, select ‘Campaign’ and then select your previous campaign.

Next, you need to switch to the ‘Publish’ tab.

Here, simply change your campaign status from Draft to Publish under ‘Publish Status.’ Once that’s done, simply click the ‘Save’ button and exit the campaign builder.

You can now visit your website in the incognito browser tab to see your campaign and the follow-up retargeting message.

Adding Cookie Retargeting with Custom Messages

Cookie retargeting allows you to show custom messages to users based on their previous actions, cart status, shopping history, and more.

This allows you to create promotions and upsells designed for customers at different stages of your sales funnel.

When customizing your campaign, simply switch to the ‘Display Rules’ tab.

Under the If menu, you can go to the ‘Targeting (Who)’ display rules options and select Cookie Targeting.

Next, you’ll need to enter the cookie key and value. The key is the cookie name, and the value parameter is the contents of the cookie.

OptinMonster lets you select different operators to use for the display rule. These include options like match exactly, contain, exist, start with, ends with, and more operators.

For instance, if you are using WooCommerce, then you can use WooCommerce cookies to target users who have added products to their cart. This way, you can cross-sell items in their cart, reduce cart abandonment, and more.

After adding cookie retargeting rules, go to the ‘Publish’ tab.

From here, simply change the Publish Status from Draft to Publish for your campaign.

OptinMonster will now display your custom message based on the cookie-targeting rules you have set.

We hope this article helped you learn how to use cookie retargeting in WordPress to show custom on-site messages. You may also want to see our guide on how to recover abandoned cart sales in WooCommerce as well as our comparison of the best live chat software for websites.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Use Cookie Retargeting in WordPress to Show Custom On-Site Messages first appeared on WPBeginner.

February 04, 2023 at 01:03AM

7 Best Business Voicemail Transcription Services (Text and Email)

Are you looking for a service to transcribe your voicemails?

Voicemail transcription helps convert your voicemails to text, so you can read them later on your phone or computer. It saves time, as you don’t have to listen to recordings and quickly view the message in text form.

In this article, we’ll show you the best business voicemail transcription services.

Why Use a Business Voicemail Transcription Service?

Voicemail transcription means converting your audio messages into text format. However, manually transcribing each voicemail is a time-consuming task. Instead, you can use a business voicemail transcription service.

There are a lot of software available that will automatically convert voicemail speech to text. The transcriptions can be sent to you by email or text.

This is more convenient especially when you can’t listen to voicemails. You can quickly read the message anywhere instead of listening to the voice recording.

It also helps streamline your customer support process. Your support staff can search for voicemails from a user and look at previous messages, so they can provide a better customer experience. You can also keep records of your voicemails and connect them to customer relationship management (CRM) software.

That being said, let’s look at the best business voicemail transcription services.

1. Nextiva

Nextiva is the best virtual phone service in the market that offers powerful features, including voicemail transcriptions. The cloud phone system is easy to use and set up.

It brings multiple communication channels under one roof. For example, you can make HD video calls, send text messages, live chat, voicemails, phone calls, and more from a single place.

Nextiva offers a voicemail to email and text option, where you can receive voicemails inside your inbox. This allows you to respond to customers quickly, even when calls are missed. Once this feature is active, it will automatically transcribe the voicemail.

Besides that, you also get other features like call recording, unlimited calls and texts in North America, toll-free numbers, team chat, auto attendant, call transfer and forwarding, and more.

They also business phone apps for iOS and Android smartphones, so it lets you stay connected with customers anywhere in the world.

At WPBeginner, we use Nextiva for all our business phone needs. We’re huge fans of their platform and the features it offers.

Pricing: You will need the Nextiva Enterprise plan to use the voicemail transcription features, which will cost you $32.95 per user per month.

2. RingCentral

RingCentral is another top business voicemail transcription service. Their business VoIP phone service offers lots of powerful features and is a perfect solution for remote teams.

With its Voicemail for Business feature, you get to choose how to receive voicemails. For instance, you can access voice messages from the RingCentral online account, desktop app, mobile device, email, and desk phone.

RingCentral offers an option to send voicemails to your email address. You’ll receive an audio attachment and transcription, so you can quickly scan through the message without listening to the voicemail.

Other than that, RingCentral offers features like video conference calls, unlimited calling in the US and Canada, voice-to-text features, toll-free numbers, and other call-handling features.

Pricing: The voicemail-to-text feature is available in the Essentials plan and will cost you $19.99 per user per month.

3. Ooma

Ooma is a popular VoIP phone service for businesses of all sizes. It is loaded with features, including voicemail transcription and voicemail-to-email options.

You can configure your voicemails to be automatically sent to an email address when they’re left in your Ooma Office app. You will get an audio recording as an attachment and transcribed text in the body of the email.

Ooma is also easy to use and works out of the box. You get more features like a virtual receptionist, hold music, extension dialing, video conferencing, 1-800 phone numbers, a call center, and more. There are also desktop and mobile apps, so you can call and receive voicemails from anywhere in the world.

Pricing: Ooma prices start from $19.95 per month per user. However, the voicemail transcription feature is available in the Ooma Office Pro and Pro Plus pricing plans.

4. FreshDesk Contact Center

FreshDesk Contact Center is the next business voicemail transcription service on our list. It was previously known as Freshcaller and is a user-friendly virtual business phone provider.

FreshDesk Contact Center offers an AI-power voicemail transcription feature. Its artificial intelligence engine, called Freddy AI, automatically transcribes voicemails.

You can easily access the transcriptions from the FreshDesk phone system and view key metrics like queue time and IVR time. It also lets you enable voicemail transcription for selected phone numbers and set up voicemail greetings.

Other features offered by FreshDesk Contact Center include a call waiting option, vanity numbers, mobile apps, shared lines, route calls to voicemail, block spam calls, call recording, and more.

Pricing: You will need the Growth plan or higher to use the voicemail transcription feature in FreshDesk Contact Center. This will cost you $15 per agent per month (billed annually). There is also a free version of the software you use to get started, but it doesn’t include voicemail transcriptions.

5. Grasshopper

Grasshopper is one of the best business phone services, and it is perfect for small businesses and startups. The service offers a voicemail transcription feature and allows you to receive the transcriptions in your email inbox.

It is very easy to set up, and you can add email addresses where you’d like the forwarded messages to go. Then using the Grasshopper desktop app or mobile apps, you can read the voicemail messages.

Aside from voicemail transcription, Grasshopper is filled with robust features. For instance, you get simultaneous call handling, call forwarding, extensions, call transfers, VoIP calling, virtual fax, reporting, and more.

Pricing: Grasshopper pricing plans start from $28 per month (billed annually), and all plans include the voicemail feature. Do note that it is only available in the US and Canada.

6. Google Voice

Google Voice is another business voicemail transcription service you can use for your WordPress website. It is part of Google Workspace and easily integrates with other tools like Google Meet and Calendar.

The service uses Google’s AI to turn voicemails into text automatically. The AI is powerful and converts complex words into easy-to-read text.

Besides that, it is very easy to use and offers free calling to US and Canada, spam call blocking, unlimited text messaging in the US, call forwarding, mobile apps, and more.

Pricing: Google Voice prices start from $10 per user per month and includes a voicemail transcription feature.

7. Phone.com

Phone.com is a popular cloud-based virtual phone service offering a voicemail feature. You can listen to audio messages from your online account and set up a voicemail-to-email feature.

Phone.com will automatically transcribe your voicemails and send them to you as email or text messages. This way, you can read the message instead of listening to the voice note or forward the transcription to other team members.

With Phone.com, you also enjoy other powerful features. It is a complete virtual phone solution and offers call forwarding, call transfer, analytics, number porting, audio conferences, fax from phone, text messaging, and more.

Pricing: The voicemail transcription feature is included in the Plus users or higher plan, and its prices start from $15.99 per user per month.

Which is the Best Business Voicemail Transcription Service?

In our expert opinion, the best business voicemail transcription service is Nextiva, and after careful research we chose to use it for our own business.

Nextiva is user-friendly and offers lots of features to help you connect with your customers and team members from anywhere. You can easily receive voicemail transcriptions in your email, handle calls, conduct virtual meetings, create workflows, and more.

Plus, Nextiva has desktop and mobile apps, so you are always connected on the go. It also easily integrates multiple communication channels into a single platform.

If you’re looking for other solutions, then we recommend RingCentral and Ooma as alternatives to Nextiva for voicemail transcriptions.

We hope this article helped you pick the best business voicemail transcription service. You may also want to see our comparison of the best email marketing services and best live chat software for small business.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 7 Best Business Voicemail Transcription Services (Text and Email) first appeared on WPBeginner.

February 03, 2023 at 03:08PM