How to Add a Privacy Consent Checkbox to Your Assessment
Why This Matters
When someone completes your assessment, they are sharing personal information. In some cases, they may also upload documents or sensitive business data.
Adding a privacy consent checkbox helps you:
• Show transparency and professionalism
• Meet privacy expectations (especially for EU users)
• Protect your business and your clients
• Clearly explain how data and AI are used
In Productised, this is done using a Yes / No (Boolean) question.
✅ Step 1 — Add a Yes / No Question
Inside the form builder:
Click Add Question
Select Yes / No
Place this as the last question in your assessment
Why last?
Because users should see consent right before submitting.
✅ Step 2 — Make The Question Required
In the question settings:
Turn ON → Required
This ensures users cannot submit without accepting.
✅ Step 3 — Add Your Privacy Policy Link
In the question text, add your privacy wording and link.
⭐ Recommended Template (General Use)
I agree to the Privacy Policy and consent to my information being processed to generate my personalised results.
⭐ Recommended Template (With Privacy Link)
I agree to the [Privacy Policy](https://yourdomain.com/privacy) and consent to my information being processed to generate my personalised results.
⭐ Recommended Template for AI Outputs
Highly recommended for Productised users:
I agree to the Privacy Policy and understand my responses may be processed using automated systems to generate personalised insights and recommendations.
🧠 Best Practice Tips
✔ Put Consent At The End
This feels natural and professional to users.
✔ Keep Language Simple
Avoid legal jargon.
Clear = Higher trust = Better conversions.
✔ Match Your Privacy Policy
If your policy mentions AI processing → mention it here too.
✔ If You Accept File Uploads
Strongly recommended you mention data processing.
⚠️ Common Mistakes To Avoid
❌ Not Making It Required
Users could submit without consenting.
❌ Hiding The Privacy Link
Always make it easy to find.
❌ Over-Legalising The Question
This hurts completion rates and trust.
🟢 When You DEFINITELY Need This
You should always add consent if your assessment:
Collects personal details
Uploads files or documents
Provides personalised AI outputs
Stores results pages
Is used in EU / UK markets
Is used for client onboarding
🧭 Where To Put Your Privacy Policy
Most Productised users place it:
Website footer
Client portal footer
Assessment landing page
Inside onboarding emails
⭐ Pro Tip (High Trust)
On your landing page, also include:
“We respect your privacy. Your data is processed securely and never sold.”
Simple. Powerful.
🧠 How This Helps Your Business
Adding consent:
Builds trust
Reduces legal risk
Improves enterprise credibility
Makes agencies more comfortable using your assessment
Supports long-term compliance readiness
🚀 Productised Philosophy
Your assessments are designed to deliver value — not just collect data.
Clear privacy consent reinforces that your experience is:
Professional
Transparent
Client-safe
Enterprise-ready
