GoHighLevel Consent Guide

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How to Track Customer Consent and Legal Basis in GoHighLevel

Privacy compliance affects every CRM, whether you work in ClickUp, spreadsheets, or marketing platforms. In GoHighLevel, you can configure fields and settings to record customer consent and the legal basis you rely on to process personal data, helping you align with regulations such as GDPR and similar privacy laws.

This guide explains how to set up and use the consent and legal basis options in your account so you can document why you collect data and how you are allowed to use it.

Understanding Consent and Legal Basis in GoHighLevel

Many privacy regulations require you to have a clear justification, or legal basis, before you collect and process personal information. GoHighLevel offers custom fields and built-in options that let you store this information directly in contact records and forms.

Typical legal bases include:

  • Explicit consent from the lead or customer
  • Performance of a contract
  • Compliance with a legal obligation
  • Protection of vital interests
  • Legitimate interests of your business

By setting up a structured way to track this in GoHighLevel, you can show regulators and customers when and how each contact gave permission or why you are allowed to keep their data.

Prepare Your GoHighLevel Account for Consent Tracking

Before you start capturing consent on forms and funnels, prepare your account so that the legal basis is stored consistently.

Create Custom Fields in GoHighLevel Contacts

The first step is to create one or more custom fields in GoHighLevel to store legal basis and consent details.

  1. Log in to your GoHighLevel account.

  2. Navigate to Settings in the left-hand menu.

  3. Select Custom Fields under the relevant area (usually Contacts or Opportunities, depending on how you manage leads).

  4. Click Add Custom Field.

  5. Choose the field type you need, for example:

    • Single line text for short notes like “Consent – newsletter”
    • Dropdown for predefined legal bases
    • Date to record the date consent was captured

  6. Name your fields clearly, such as:

    • “Legal Basis for Processing”
    • “Consent Status”
    • “Consent Date”

  7. Save the custom fields so they become available in forms, funnels, and contact records across GoHighLevel.

Recommended Legal Basis Field Setup in GoHighLevel

To keep your data organized, consider using a dropdown custom field in GoHighLevel specifically for the legal basis. Example options you might configure include:

  • Consent (opt-in)
  • Contract
  • Legal obligation
  • Vital interests
  • Legitimate interests

This structure makes it easy to filter, search, and report on contacts by legal basis later.

Configure GoHighLevel Forms to Capture Consent

Once your custom fields are ready, update your lead capture assets so new contacts automatically include the correct legal basis information.

Edit Forms in GoHighLevel to Add Consent Fields

  1. Open your GoHighLevel account and go to Sites or Funnels, depending on where your forms are hosted.

  2. Select Forms or Form Builder.

  3. Choose the form that collects personal data (for example, newsletter signup, lead magnet, or demo request).

  4. Drag and drop a new Checkbox or Custom Field element into the form.

  5. Link the checkbox or field to the custom fields you previously created, such as “Consent Status” or “Legal Basis for Processing”.

  6. Add a clear label and explanation next to the checkbox, for example:

    • “I agree to receive marketing emails according to the privacy policy.”
    • “I confirm that I have read and accept the terms and privacy notice.”

  7. Make this field required if your legal basis is consent, so the form cannot be submitted without the user’s explicit agreement.

  8. Save and publish the form.

Add Privacy Links and Notices to GoHighLevel Pages

To support informed consent, add links to your privacy policy and terms of service on all pages and funnels that collect data in GoHighLevel.

  • Include a link to your privacy policy near the consent checkbox.
  • Use short but clear explanations of why you are collecting data.
  • Ensure your wording matches the legal basis you log in the custom field.

This helps ensure that consent captured through GoHighLevel forms is transparent and documented.

Track Consent in Contact Records in GoHighLevel

After your forms and custom fields are set up, new submissions will automatically store the relevant consent details in each contact profile.

Review Consent Information in GoHighLevel Contacts

  1. Go to Contacts in your GoHighLevel sidebar.

  2. Open a specific contact record.

  3. Scroll to the section where your custom fields are displayed.

  4. Verify that fields like “Legal Basis for Processing” and “Consent Date” are populated based on the form submission.

  5. Use these values to decide which marketing campaigns, workflows, or segments the contact can be added to.

You can also update consent fields manually if a customer contacts you to change preferences or withdraw consent.

Filter and Segment by Legal Basis in GoHighLevel

Use the stored legal basis to manage your marketing more responsibly:

  • Create smart lists that only include contacts with a valid legal basis for marketing communications.
  • Exclude contacts who have withdrawn consent or whose legal basis no longer applies.
  • Set up different workflows depending on the legal basis, such as separate paths for contract-related messages and promotional campaigns.

Respecting Withdrawals of Consent in GoHighLevel

Privacy regulations usually require you to make it as easy to withdraw consent as it was to give it. GoHighLevel gives you several tools to manage this.

Handle Opt-Outs and Unsubscribes in GoHighLevel

  • Ensure all marketing emails and SMS messages include unsubscribe or opt-out links.
  • When a contact unsubscribes, GoHighLevel will update the appropriate status fields.
  • You can optionally sync this with your “Consent Status” custom field to reflect “Withdrawn” or “Unsubscribed”.

When consent is withdrawn, avoid using that contact’s data for further marketing unless you have another valid legal basis, such as a contract or legal obligation.

Document Changes to Consent

For stronger compliance records, you can:

  • Log notes in the contact record about how and when consent was changed.
  • Update fields like “Consent Date” whenever a customer renews or modifies consent.
  • Store links or references to the specific page or form where consent was given.

Best Practices for Using GoHighLevel for Compliance

While the platform provides the tools to track consent and legal basis, you are responsible for choosing the correct legal basis and wording. Consider these best practices:

  • Consult a qualified legal professional to confirm which legal bases apply to your business.
  • Use simple language on your GoHighLevel forms and pages.
  • Keep your privacy policy and terms of service updated and linked wherever you collect data.
  • Regularly review your contact database for outdated or missing consent details.

For strategic help implementing compliant marketing systems and advanced CRM setups, you can explore services at Consultevo.

Further Reading and Official GoHighLevel Documentation

To see the original help article that this guide is based on, refer to the official documentation here: How to get customer consent or track legal basis to process your lead’s or customer’s personal data.

By carefully configuring custom fields, forms, and contact records in GoHighLevel, you create a structured and auditable way to manage consent and legal basis, reducing compliance risk while maintaining effective marketing operations.

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