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Segment Contacts by Consent Status

Learn how to create a segment of customers having GDPR or TCPA consent

Written by Ira

Contacts with a subscribed status in Omnisend can receive Email and SMS marketing. To meet GDPR requirements in the EU and TCPA requirements in the US, you also need a consent record – separate from subscription status. This guide shows you how to segment contacts based on the consent you've collected.


Before You Begin

⚠️ Important: If a contact's email address was collected at checkout or via a third-party app, no GDPR consent record is added. Per EU law, consent can only be collected through a first-party web form. SMS consent, however, can be added even to contacts collected at checkout.

Consent Records in the Contact Profile

You can check whether a consent record exists by opening the Consent details menu in the contact profile.

The consent details also show the source of the consent. The source values are:

  • GDPR: form:wheelOfFortune, form:signupBox, form:landingPage, form:popup

  • TCPA: shopify:checkout, form:wheelOfFortune, form:signupBox, form:landingPage, form:popup

Each value indicates where and how the contact provided consent (for example, form:popup means they consented via a popup Signup Form on your site).

It is always better to keep everything in one place; therefore, when you start using Omnisend, ensure you are using all of the options for the consent collection Omnisend offers.

💡 If you haven't collected consent yet, you can reach out to existing contacts using a Landing Page Signup Form to ask them to subscribe and provide a consent record.

Create a Segment by Consent Type

To create a segment of contacts whose consent was collected via Omnisend:

  1. Go to AudienceSegmentsCreate SegmentCreate from scratch.

 

2. Select the Consent filteris → choose GDPR, TCPA, or both.

You can create the following segments:

  • GDPR only (EU contacts)

  • TCPA only (US contacts)

  • Both GDPR and TCPA (contacts in all regions)

Once created, use these segments as recipient lists in your Email Campaigns or as an Audience Filter in Automation Workflows.

💡 To automatically exclude unconsented contacts from a workflow, add an Exit Condition to your Automation Workflow. Learn about Exit Conditions.

FAQ

What happens to contacts without a consent record?

Omnisend will not restrict sending based on consent alone – but sending to contacts without a consent record may violate GDPR or TCPA requirements. Use the segment filter to identify and exclude these contacts before sending.

Can I collect consent retroactively?

Yes – you can use a Landing Page Signup Form to ask existing contacts to re-consent. This is the only first-party method that adds a GDPR consent record to contacts already in your list.


💬 Have questions? Contact our support team at [email protected] or via in-app chat.

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