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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Consent and duplicated...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Consent and duplicated Contacts

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Posted on by bulbapeppe 5

I want to set up some duplication rules so to have, in some specific circumstances, duplicated Contacts.

Questions: are these duplicated Contacts completed separated Contacts? If I have two duplicated Contacts, is the Consent separated for each Contact? I mean, if Contact 1 accepts the consent (consent given set to 4), does Contact duplicated 2 inherit the consent or shall it to re-give the Consent? If, then, a Contact duplicated 3 is created, does the Contact duplicated 3 inherit the consent give or shall it re-give it?

My preferred behaviour would be that each duplicated Contact behaves like a standard Contact where each (duplicated) Contact has to give again the Consent. 

On the revoke I would like to have all the duplicated Contacts have the consent revoked, but I guess something custom can be implemented.

Many thanks.

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  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi bulbapeppe,

    Real-time marketing consent is contact-point based and works for messages sent to contacts, leads, and Customer Insights profiles. Customer consent is stored per email address or phone number, as opposed to being stored per contact record. Outbound marketing consent processes that you have already defined are not influenced by the real-time marketing settings.

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

    As the documentation says, it depends on whether the duplicate contacts have the same email address and phone number.

    In addition, Outbound marketing consent is contact based. So, in outbound marketing, duplicate contacts can be consent and unconsent separately.

    But real-time marketing is only related to address and number, and if duplicate contacts use the same address or number, they will either consent or not consent at the same time.

    https://learn.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-compliance-settings

    So separate consent and simultaneous revoke can hardly happen in the same marketing process. 

  • bulbapeppe Profile Picture
    bulbapeppe 5 on at

    Thank you, the explanation is very clear:

    - realtime marketing: consent of a (also duplicate) Contact based on email or number. One email=one consent.

    - outbound marketing: each (also duplicate) Contact has its own consent, so separated Consent for each duplicate Contact.

    Many thanks.

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