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Capturing different types of consent

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Hi all,

I was wondering if anyone had any examples of how different types of consent can be captured for the contacts? There are many different consent levels the customers/leads may have and it feels like "bulk email" "send email" "send SMS" is a very narrow approach to determine the allowed contact communication ways.

For example, is there a way to capture (for example with a flag/field) - implied consent with the rolling end day (2 years since transaction), implied consent for enquiries (6 months dynamic end date), expressed consent (no end date), SMS implied/expressed, etc.

It's probably a long shot but maybe someone has some insight!

Thanks

Adele

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Community Member on at

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RE: Capturing different types of consent

Thanks both for your great suggestions, we are definitely looking into these! It is a shame that we don't have an end date for implied consent. And we should submit it as a suggestion!

There are several types of implied consent in CASL - 6 months for inquiries, 2 years for transaction based. So end date is an important filtering factor.

I guess the different types of consent comes from different business units - for example, B2B (contracts, etc.), membership, transactional-implied, etc, same for the SMS, transactional for basically transactional reminders, or implied where customers opt in.

Happy to chat more about this!

Adele

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Petit Hibou on at

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RE: Capturing different types of consent

Hi Adele,

in addition to what Nya has written before, I'd like to extend the topic a bit.

Besides "consent given" field allowing to create a hierarchy of consents and set minimal consent level for a customer journey, there are the following options available:

- use "allow bulk email" to manage consent for receiving commercial messages (this consent is automatically checked by a customer journey before email is sent and is also linked to the designation of a specific email ("commercial or transactional)

- use parental consent fields available on a contact record

Also, you can set up any additional consent as a custom field for a contact and use it for eg filtering your segments

What is not available in the current consent model, is a consent validity time (i.e. end date). This one would be great to have logged as an idea on the portal.

I'd be interested to learn more about types of consent you're using (like implied sms consent - is it meant consent for transactional messages? as otherwise TCPA in US and other regulations require explicit consent always). So if you have time for a call, please reach out to me. Will appreciate your feedback

Br

Elena

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Nya Ng 185 on at

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RE: Capturing different types of consent

Hi Adele,

There is a Consent given field in the Details tab of Contact form which describes the different types of consent for the contacts.

When it works on Customer Journey, if the Consent Level does not match the Contact, these Contacts will not be processed. It will only process contacts of that level or higher.

The same rule applies to Lead Scoring Model. It only processes the leads that are associated with contacts who have granted that consent level or higher.

To achieve your request, try to create a customer journey with the conditions you mentioned.

Here is an example:

https://docs.microsoft.com/en-us/dynamics365/marketing/gdpr#set-up-a-customer-journey-for-accepting-gdpr-requests

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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