Registration Form Consent Options

When you include consent options, registrants can choose the communications they're interested in receiving from your organization. Their consent decisions — including which categories of communications and channels they opted in or out of — are recorded on their constituent records under Consent.

To manage the consent option fields for a form, open an event record. Under Online registration forms, add or edit a form and then select Form. From the Form builder, select Build, Complete payment and move Consent to the form.

Note: Mange consent options from the database view under Configuration, Business Rules, Consent options. For more information, see Configure Consent Business Rules.

Consent option fields aren't required, however you may want to include them to capture registrant preferences for the ways you communicate with them.

To edit the consent options:

  1. Hover over the consent section on the form and select Click to edit.

  2. Select the options and settings to include on the form:

    • Consent options — For each communication channel, such as email or phone, select the categories to display. For example, include a newsletter category for the email channel and a survey category for phone.

      Note: If you don't configure consent options in database view, Email channel opt-in displays by default.

    • Other settings —Customize the consent option header and statement that describes how you will communicate with the registrant if they opt in. Also, select whether to include a link to your organization's privacy policy.

      Note: The consent statement has a 500 character limit, and does not display HTML formatting.

  3. Under Preview, review how your changes will appear on the form.

  4. Select Done.