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Customer experience | Sales, Customer Insights,...
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How to manage the Consent for Custom Channel automatically (like Email & Text) in Customer Insight?

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Posted on by 6

I see there are faculty to manage the consent (Subscribe/Unsubscribe) through 'Preference Center' in 'Compliance Profile' of 'Dynamics 365 Customer Insight - Journey'.



The consent can also be managed from 'Forms' as well from 'Dynamics 365 Customer Insight - Journey'.

But I see only options for channel Email and SMS, not for Custom channels like WhatsApp or Viber.

I was even thinking to send message to custom channel with a button having link to a form with consent option to subscribe or unsubscribe, but while creating form, I could only see the consent management for Email or SMS, not for other channels.

Could anybody please help me to get some info on how to setup automatic consent management for the Custom channels as well?

Side not:
I have gone through these documentations:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-create-custom-channels

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-email-text-consent

But these only says, for the custom channel (and Text) the customer need to explicitly opt-in. But its a manual process of opt-in from consent center.
I am asking of automatic mapping of the consent to the Contact Point records of Custom Channels.
 

I have the same question (0)
  • CU26091412-0 Profile Picture
    9 on at
    You can automate consent management by integrating Customer Insights with Power Automate or Dynamics. Set up flows to update consent fields whenever a customer opts in or out via email or text, keeping preferences synced automatically.
  • CU31101918-0 Profile Picture
    6 on at
    Hi CU26091412-0, thanks for your response.
     
    So are you saying that there is no automatic consent mapping from Preference Center or from Forms for Custom Channel but only for Email and Text?

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