To configure this feature:

1. Ensure the following features are configured:

   • Configuring Campaign Manager
   • Capturing Consent for Approved Email
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   consent_type__v	CRED	approved_email__v	consent_restricted_to__v allow_field_consent_fallback__v legacy_consent_channel__v	Edit
   multichannel_consent__v	CRED	approved_email__v	consent_restricted_to__v legacy_consent_channel__v	Edit
   sent_email__v	RE	All	consent_restricted_to__v legacy_consent_channel__v	Edit

6. Navigate to Admin > Configuration > Objects > consent_type__v > Layouts.
7. Add the consent_restricted_to__v field to the appropriate layouts.

To configure this feature:

1. Ensure the following features are configured:

   • Configuring Campaign Manager
   • Capturing Consent for Approved Email
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   consent_type__v	R	approved_email__v	consent_restricted_to__v allow_field_consent_fallback__v legacy_consent_channel__v	Read
   multichannel_consent__v	CRE	approved_email__v	consent_restricted_to__v legacy_consent_channel__v	Edit
   sent_email__v	R	All	consent_restricted_to__v legacy_consent_channel__v	Read

Business admin users can define an Approved Email consent channel restricted to marketing emails using marketing consent records.

To create a marketing consent record, create a consent type with the following marketing-specific fields populated:

• consent_restricted_to__v – Select marketing__v
• allow_field_consent_fallback__v – Select this check box. When selected, emails sent from Campaign Manager are sent if the target has a valid, prior existing approved_email__v type consent, even if the target doesn’t have consent restricted to marketing.
• legacy_consent_channel__v – Populate with the appropriate custom channel object type. When this field is populated, consent validation checks for valid consent records against both the standard Marketing channel, as well as the entered legacy custom channel. This means an HCP with an existing opt-in under the legacy channel is considered consented for Campaign Manager emails. For example, opt-in to the custom newsletter__c channel would also be considered to be opt-in consented for Campaign Manager.

Ensure the consent type name is self-explanatory, as this will be the user-facing name on the Consent Capture screen.

Users can view an account profile and opt accounts in or out of marketing consent.

To manage marketing consent:

1. Navigate to the appropriate Account.

2. Select the Consent Capture button from the All Actions button.

   

3. Select the toggle for the appropriate marketing-specific channel.
4. Select Save.