Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

GDPR - Different newsletters/uses cases require separate consent

(1) ShareShare
ReportReport
Posted on by 5

Hi,

We would like to cover the following use cases and need to comply with GDPR.

a) User requests whitepaper via form.
b) System sends double opt in email.
c) User confirms double opt in link in email.
d) System adds/updates contact and sets GDPR consent for whitepaper.
e) After confirmation user receives email with download link to whitepaper. (we got to know that direct attachment is not possible.)


a) User subscribes to newsletter via online form.
b) System sends double opt in email.
c) User confirms double opt in link in email.
d) system adds/updates contact and sets GDPR consent for newsletter.


Our challenge
The double opt in needs to work separately for both cases. That means if the user confirmed the whitepaper he did not automatically give his consent for the newsletter and vice versa. The default in Dynamics 365 Marketing seems to allow to set the consent only "globally" for a contact for all cases. Does anybody have a solution to set it separately for different cases? 

Thank you! 

  • Petit Hibou Profile Picture
    Petit Hibou on at
    RE: GDPR - Different newsletters/uses cases require separate consent

    no problem! most important is to know that the answer was helpful than to have it marked :)

  • Kass Profile Picture
    Kass 32 on at
    RE: GDPR - Different newsletters/uses cases require separate consent

    Great, thank you Elena.

    PS. I tried to mark as "Yes" under "Did this answer your questions?", but I am getting this msg "You do not have permission to update this reply."

  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: GDPR - Different newsletters/uses cases require separate consent

    Hi Kass,

    it is in April release (called Form-level DoI)

    I'd be interested in getting feedback on this feature once you try it :)

    Br

    Elena

  • Kass Profile Picture
    Kass 32 on at
    RE: GDPR - Different newsletters/uses cases require separate consent

    Hi Elena,

    I was having the same question/issue. Do you have any idea when can we expect this to be available?

    Thank you!

  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: GDPR - Different newsletters/uses cases require separate consent

    Hi maschsee,

    At the moment, there is only a global setting for DoI. But we are working to have DoI on a form level, which will also allow for to customize confirmation emails sent to your customers (eg will be different for whitepaper and newsletter).  Will it solve the problem that you have written about?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans