Query on Consent fields

Query on active consent for a specific communication channel

Consent fields will appear in multiple field categories, as you can capture Consent field values in different locations across eTapestry, but you should query on Consent fields under the UDFs - Constituent category when you want to search on the most current communication preferences. If you need to look for historic Consent information from journal entries, you can query on Consent fields in other categories.

This query can be used for sending communications such as a mass email. You can always add additional criteria to further segment.

From Queries, select Click Manage Queries. The Query Categories page appears.
Select the category where you want to store this query.
Under the Tasks menu, select New Query. The Create a New Query page appears.
Under Query Basics, name the query and complete any other information.
Set the Starting Query to Base/All Constituents – A.
Under Results, select Accounts as the Data Return Type.
Under Criteria Options, select Match each criteria.
Under Browse Fields, select UDFs – Constituent from the drop down menu.
Select the name of the Consent field.
Select the value you added to reflect that consent has been given or assumed.
Click Save and Preview.

View Consent fields in Query Preview

From Queries, click Manage Queries. The Query Categories page appears.
Select a query category. The Edit Query Category page appears.
Under the query you wish to preview, select Preview. The Query Preview page appears.
To select which columns appear in the preview grid, select Choose columns.
Browse or search for your Consent fields. Select the checkbox next to the fields you wish to add.
Select Apply changes to add these fields to your query preview results.

View Consent fields in Reports

When you create a custom report, Consent fields appear as available fields you can report on under the User Defined Fields: Account and User Defined Fields: Journal field categories.

To view information about custom reports, see Custom Reports.

When you create or edit a custom report, under Report Columns, select a field category in the drop down menu. To view current consent preferences, you will need to select fields available under the User Defined Fields: Account field category. To view historical consent preferences, you will need to select fields under User Defined Fields: Journal.

Customizing the account's Home page to show consent information at a glance

From Accounts, select Find an Account.
Search for and select the account name.
Select Tiles and Layout.
Select Custom Tile.
Click Save.
On the account’s Home page, find the custom tile.
In the Tile Title field, enter “Current Consent Information."
Select Add Field.
Select User Defined Fields: Account in the drop down menu.
Select all Consent user defined fields.
Select the close icon to exit the screen.
Select Save.

View Consent preferences on the Journal page

From Accounts, select Find an Account.
Search for and select the account name.
Select the Journal tab.
Select the Choose columns icon.
On the Choose columns to show in the list screen, select the category to see the Consent field options.
Select the checkbox next to the fields you want to display or unmark the checkbox to the left of any fields you want to remove.
Select Apply changes.

Query and view Consent preferences