Consent Settings
With Consent settings, you can configure which solicit codes to add or remove on constituent records when a constituent chooses to opt in or opt out.
For example, for an opt-out response to email, you could assign a “Do not email” solicit code and remove a “Send all email” solicit code (if it was already assigned).
Note: Solicit code mapping in web view applies only to category-level consent. Channel-level solicit code mapping is still managed in database view and will be available in web view in a future release.
To get started, map each category you plan to manage consent for.
Tip: Review Solicit Codes for more information.
From Settings, Control Panel, select Consent management to access:
Consent channels — The channels and their categories your organization uses to track consent.
Default consent statement — The consent statement available to users when creating consent records.
Default privacy policy — The privacy policy available to users when creating consent records.
Edit category settingsFrom Settings, Control panel, select Consent settings.
Select the ellipsis menu and choose Edit channel settings.
Tip: To add a new category and opt-in and opt-out workflows, select Add new category.
Select a channel.
Note: Mail, Email, Phone are required channels. You can clear the Enable to collection of consent for this channel option to hide the SMS, Auto phone, Social, Data processing, and Other channels from other users.
From the category’s menu, select Edit to update its opt-in and opt-out workflows.
Under Opt-in consent workflow, search for and select solicit codes to be added and removed by opt-in consent.
Under Opt-out consent workflow, search for and select solicit codes to be added and removed by opt-in consent.
Select Save.
Edit consent statement and privacy policySelect the ellipsis menu and choose Edit consent statement and privacy policy to update the content used when creating consent records.