Blog

How To Collect Consent for Special Category Data

By
The Reform Team

Protecting sensitive personal data is not just a legal requirement - it’s a responsibility. Special category data, as defined by GDPR, includes highly sensitive information like health records, biometric data, and religious beliefs. Mishandling this data can lead to severe consequences, including penalties and reputational harm.

To process this data legally, explicit consent is often required. This means individuals must actively and clearly agree to specific data processing activities. Consent must be freely given, informed, specific, and unambiguous. Organizations must also provide easy ways for users to withdraw consent and maintain detailed records of all consent-related activities.

Key Points:

  • What qualifies as special category data? Information like health records, biometric data, and political opinions.
  • Why does it need extra protection? Misuse can lead to discrimination or harm.
  • How to collect explicit consent? Use clear, specific language, avoid pre-checked boxes, and allow easy withdrawal.
  • Common mistakes to avoid: Bundled consent, unclear language, and poor record-keeping.

Want to stay compliant? Start by crafting transparent consent requests, providing clear withdrawal methods, and documenting everything.

Data protection 101: Special category data

When handling sensitive information like health records or biometric data, explicit consent is often the primary legal basis for processing such data under GDPR. For organizations dealing with special category data, understanding what qualifies as "explicit" consent is critical.

Explicit consent is more than a simple yes or no - it requires a clear and deliberate agreement to a specific data processing activity. Under GDPR, this means individuals must actively express their consent through clear statements or actions that leave no room for doubt.

To meet GDPR standards, consent must be:

  • Freely given: The individual must have a real choice and face no negative consequences for refusing.
  • Specific: Consent must apply to particular purposes, not broad or vague permissions.
  • Informed: Individuals need clear and transparent information about what data is being collected and how it will be used.
  • Unambiguous: Consent must be evident through explicit actions or words, ensuring there’s no uncertainty about the individual’s intent.

Unlike implied consent, which might be inferred from actions like continuing to use a service, explicit consent requires a direct and affirmative action. For example, a statement such as “I agree to the processing of my health data for [specific purpose]” is acceptable, while pre-checked boxes or hidden terms in lengthy policies are not.

To comply with GDPR, your consent mechanism must follow clear guidelines, both in language and process. Here’s what you need to ensure:

  • Plain and clear language: Avoid complex legal or technical jargon. For instance, instead of saying, “We may utilize your biometric identifiers for authentication protocols,” use something straightforward like, “We will use your fingerprint to verify your identity when you log in.”
  • Voluntary participation: Consent cannot be tied to essential services. For example, you cannot require someone to agree to unnecessary data processing just to access a basic feature like scheduling in an app.
  • Easy withdrawal: Withdrawing consent should be as simple as giving it. If a single click is enough to provide consent, the same should apply to withdrawing it. Systems must process these requests immediately and stop any further data processing.
  • Documentation: Keep a record of consent details, including the time, scope, and specifics of the agreement. This serves as evidence in case of regulatory inquiries.

Understanding when to rely on explicit consent is just as important as knowing how to obtain it. Common scenarios include:

  • Healthcare providers collecting patient medical histories.
  • Fitness apps that track biometric data like heart rate or sleep patterns.
  • HR departments processing sensitive employee health information.

However, explicit consent isn’t always the best or only legal basis. For instance, in cases of medical emergencies, data may be processed under the “vital interests” provision without waiting for consent. Similarly, situations involving power imbalances, such as employer-employee relationships, may require alternative legal justifications.

In research, explicit consent is often used for studies involving health or genetic data. However, if the research serves a broader public interest and includes safeguards, other legal bases might be more appropriate.

The key is to align your legal basis with the specific context. Explicit consent is most effective when individuals have a direct relationship with your organization, the purpose of processing is clearly defined, and they are given a genuine choice. It’s less suitable in situations where consent withdrawal would disrupt operations or where power dynamics could influence the individual’s ability to refuse.

Gathering explicit consent for special category data involves providing clear, transparent information, straightforward consent requests, and accessible options for individuals to withdraw their consent.

How to Inform Data Subjects

To comply with GDPR, your consent requests need to be clear, detailed, and easy to understand. Ambiguity or vague language won’t cut it.

Start by explaining exactly why you’re processing special category data. For example, instead of saying, "we process your data for business purposes", be specific: "We will use your health information to track your fitness progress." This level of detail allows individuals to make informed decisions about whether they’re comfortable proceeding.

Timing is key. Share this information at the moment of consent - not buried in a privacy policy or terms of service that users might not read.

Additionally, disclose how long you’ll retain the data and if it will be shared externally. For example: "We will store biometric data for two years and will not share it externally without separate consent."

Provide clear contact details for inquiries or data rights requests. Let users know they can access, correct, or delete their information and explain exactly how to reach out for these actions.

Once you’ve covered the informational side, it’s time to focus on crafting effective consent requests.

Consent requests should be simple, actionable, and easy to navigate. The way you design these requests will directly impact whether they meet GDPR standards.

Use straightforward, plain language. Avoid legal jargon and technical terms that could confuse users or make them unsure about what they’re agreeing to.

Separate consent options for each type of data or processing purpose. For instance, if you’re collecting health data for fitness tracking and biometric data for security, create distinct checkboxes for each. This approach gives users more control and ensures compliance with GDPR’s requirement for specificity.

Break down complex consent requests into smaller, digestible steps. Multi-step forms can help users understand what they’re agreeing to without feeling overwhelmed. Start with basic data collection, then move on to special category data with detailed explanations, and finally confirm their understanding before proceeding.

Visual design matters. Use clear layouts with plenty of white space, readable fonts, and a logical flow. Avoid pre-checked boxes or default "yes" selections - consent must be an active choice.

Include a summary screen before final submission so users can review their decisions. This reduces the chance of accidental or uninformed consent.

Setting Up Withdrawal and Review Systems

Once consent is collected, it’s equally important to make it simple for individuals to withdraw or review their choices.

Make withdrawal easy. Provide multiple accessible options, such as email, account settings, or even within your app. Ensure users can reverse their decisions through the same platform where they initially gave consent. For example, if someone consents via your mobile app, they should also be able to withdraw consent there.

If manual processing of withdrawal requests is required, establish clear timelines and procedures to ensure speedy action.

Regularly review consent records, especially for long-term data processing. Automated systems can flag outdated permissions or changes in processing needs, helping you stay compliant and proactive.

Document everything. Keep detailed records of all consent activities, including when consent was granted, what permissions were given, and any modifications or withdrawals. These records are vital for demonstrating compliance during audits or regulatory reviews.

Finally, create user-friendly consent management tools. Dashboards or account sections where users can view and modify their permissions are a great way to build trust. Transparency about what data you’re processing and under what terms reduces the likelihood of complaints or regulatory scrutiny.

To make this process easier, tools like Reform can help. Reform’s form builder simplifies GDPR-compliant consent collection with features like conditional routing, built-in management tools, and seamless compliance tracking.

sbb-itb-5f36581

Reform

Reform’s no-code form builder simplifies the process of collecting explicit consent for sensitive data categories. It’s designed to help meet the stringent requirements of GDPR, making it easier to handle this type of data responsibly.

Building GDPR-Compliant Forms with Reform

Reform’s multi-step forms and conditional routing make it simple to break down even the most complex consent requests into smaller, digestible steps. This ensures users clearly understand what they’re agreeing to without feeling overloaded. You can also create separate consent options for different types of data or processing purposes, giving users more precise control over their permissions.

Customization is another key strength. Reform allows you to design consent forms that are not only clear and accessible but also aligned with GDPR standards. Plus, with branded form options, you can maintain your organization’s visual identity while staying compliant with data protection regulations.

Improving Data Quality and Security

Reform integrates tools like real-time email validation, advanced spam filtering, and automated lead enrichment to ensure the data you collect is accurate and secure. These features help maintain the integrity of your consent records by filtering out fake or spam submissions. By prioritizing "Data Security & Accuracy", Reform provides a reliable foundation for compliance efforts, while also making it easier to integrate these tools into your existing systems.

Using Integrations for Compliance Tracking

Reform goes a step further by offering integrations that streamline compliance tracking. Its CRM and marketing automation integrations ensure consent data flows seamlessly into your current systems. Features like custom mapping and duplicate handling help maintain accurate and organized consent records, which are essential for staying GDPR-compliant. These integrations make it easier to track and manage consent over time, keeping your processes both efficient and compliant.

Best Practices and Common Mistakes

To ensure GDPR compliance, it's crucial to follow clear consent practices while steering clear of common pitfalls. Handling special category data - like health or biometric information - requires meticulous care, as even small missteps can lead to compliance issues.

One of the biggest errors is using unclear language. Many organizations rely on legal or technical jargon that confuses users. For example, vague phrases like "we may process your information for legitimate business purposes" aren't enough when dealing with sensitive data. Consent requests must explicitly outline what data is being collected and how it will be used.

Another frequent issue is bundled consent. This happens when companies combine multiple permissions into a single agreement. For instance, asking users to consent to both a newsletter subscription and the processing of health data in one checkbox violates GDPR rules. Each purpose must have its own separate consent mechanism.

Pre-ticked boxes are another compliance risk. GDPR mandates that consent must involve a clear, affirmative action. Users need to actively opt in, not have their consent assumed through pre-selected options.

Failing to provide easy withdrawal options is another common mistake. Some organizations bury withdrawal links deep in account settings or require users to contact customer service, which doesn't align with GDPR standards. Withdrawal should be as simple as giving consent.

Lastly, poor record-keeping can become a major problem during audits or data subject requests. If an organization cannot clearly show when, how, and for what purpose consent was obtained, it risks serious penalties.

Avoiding these missteps is the first step toward building strong compliance practices.

Best Practices for Staying Compliant

To maintain GDPR compliance, consider adopting these best practices:

  • Conduct regular consent audits. Review your consent collection processes quarterly, including both the technical setup and the language used. This helps identify and fix issues before they escalate.
  • Opt for plain English in consent forms. Replace complex phrases like "we process biometric identifiers for security purposes" with simpler explanations like "we use your fingerprint to unlock your account and keep it secure."
  • Provide granular consent options. Instead of asking for blanket permission to process all health data, break it down into specific uses, each requiring separate approval.
  • Follow robust documentation practices. Record the consent text shown to users, the date and time consent was given, the method of collection, and any changes or withdrawals. This creates a reliable audit trail.
  • Train your staff on consent requirements. Ensure that everyone - from developers creating forms to customer service agents handling withdrawal requests - understands their role in maintaining compliance.
  • Implement proactive consent renewal. While GDPR doesn’t mandate specific timeframes, refreshing consent annually is a good practice for ongoing processing activities.

Proper documentation is the backbone of GDPR compliance and ensures you're prepared for audits.

  • Maintain detailed registers with version control. Keep records of consent text, legal bases for processing, retention periods, and withdrawal procedures. Include timestamps and reasons for changes to track the evolution of your policies.
  • Encourage cross-departmental collaboration. Ensure that legal, IT, marketing, and customer service teams are aligned on consent requirements. Establish workflows to update consent language and implement changes across all user touchpoints.
  • Schedule regular policy reviews. Align these reviews with broader privacy updates, incorporating feedback from audits, regulatory changes, and operational challenges.
  • Use change management processes to stay compliant during business shifts. Before launching new products or services involving sensitive data, verify whether existing consent covers the new activities. If not, secure additional permissions to avoid gaps in compliance.

Key Takeaways

Handling special category data comes with serious responsibilities. It requires consistent oversight and clear, well-defined procedures to ensure compliance and protect individuals' rights.

GDPR Requirements Summary

When dealing with special category data under GDPR, you need to meet two layers of legal requirements. First, you must establish a lawful basis under Article 6. Second, you need to meet a specific condition under Article 9. Consent for this data must be active, specific, and unambiguous - no room for vague or passive agreements.

It's essential to document every consent interaction. This includes keeping records of the consent text shown to users, the method used to collect their agreement, and any other relevant details.

Keep in mind, consent isn't the only legal basis for processing special category data. Depending on your situation, other options - such as those tied to vital interests or matters of substantial public interest - might be more suitable.

Next Steps for Compliance

Staying compliant requires constant attention and a proactive approach. Start by conducting regular data audits. These audits should map out all the special category data in your systems, noting where it comes from, how it's being processed, and how long it will be retained.

To strengthen your consent processes, consider implementing double opt-in systems and offer users clear, easy ways to withdraw consent. If you're using tools like Reform to create consent forms, leverage its real-time analytics to track how users interact with your forms. This can help you spot and fix potential issues, whether in the design or the wording of your consent requests.

Incorporate data protection principles into everyday operations by committing to data protection by design and by default. This means thinking about privacy from the very start of any new project or service. Establish workflows that connect teams like legal, IT, and marketing, ensuring everyone understands their part in maintaining compliance.

These steps not only help you meet legal requirements but also build trust with your users by demonstrating respect for their data.

Final Thoughts on Data Protection

Practical measures are the backbone of compliance. Building trust begins with being transparent and showing respect for how you handle sensitive information. When users see that you clearly explain how their data is used and give them control, they’re more likely to trust and engage with your services.

Make sure your consent processes are simple and easy to understand. Use plain language, explain the benefits of providing consent, and ensure that withdrawing consent is hassle-free. Treat compliance as an ongoing effort, supported by regular audits, staff training, and timely updates to your policies.

FAQs

To make sure consent is both freely given and fully informed, organizations need to provide clear and specific information about how special category data will be used. Consent should always be voluntary, without any form of pressure, and individuals must fully understand their rights before agreeing.

Here are some practical ways to achieve this:

  • Use clear, straightforward consent forms written in plain language that explain why the data is being collected and how it will be processed.
  • Secure explicit consent through methods like electronic signatures or recorded verbal agreements.
  • Make it easy for individuals to withdraw their consent at any time, and ensure they know exactly how to do so.

By focusing on transparency, ease of understanding, and user control, organizations can not only comply with GDPR but also build trust with their users.

To handle and manage consent for special category data under GDPR, businesses must ensure that consent is explicit, informed, and freely given. This involves providing a clear explanation of what data will be processed, why it’s needed, and obtaining a clear affirmative action from individuals - like checking a box or signing a form.

For proper documentation, businesses should keep detailed records that include timestamps, the purpose for processing, and the specific data collected. It’s also important to regularly review and update privacy policies and conduct audits to ensure ongoing compliance. Tools like no-code form builders can make this process easier by helping create clear, accessible, and branded consent forms. These tools not only simplify compliance but also enhance the user experience.

By making consent requests straightforward and transparent, businesses can meet GDPR standards while fostering trust with their users.

If a company discovers that it has been handling special category data without valid explicit consent, the first step is to immediately halt any processing of that data. Following this, the organization should carefully document the situation, evaluate any potential impacts, and, if necessary under GDPR requirements, inform the relevant supervisory authority.

When feasible, the company should attempt to secure explicit consent retroactively from the individuals involved. Equally important is taking a close look at current consent collection procedures, making necessary improvements to avoid similar problems down the line, and ensuring compliance moving forward.

Related posts

Discover proven form optimizations that drive real results for B2B, Lead/Demand Generation, and SaaS companies.

Lead Conversion Playbook

Get new content delivered straight to your inbox

By clicking Sign Up you're confirming that you agree with our Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
The Playbook

Drive real results with form optimizations

Tested across hundreds of experiments, our strategies deliver a 215% lift in qualified leads for B2B and SaaS companies.