Capturing Approved Email Opt-In Consent
End users are able to capture opt-in consent from an account to be able to immediately send an Approved Email to that account. Opt-in consent needs to be captured in the following cases:
- The account's consent type is Opt-in Required
- The account previously unsubscribed or opted out of material the end user wants to send
Capturing opt-in consent is available from the following entry points:
- The More Actions menu of the account
- The Approved Email send page
Capturing opt-in consent immediately overrides all opt-out records associated with the account and email address pair, enabling end users to send Approved Emails to the account.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- Business Admin Users, End Users
Configuring Email Opt-in for
Consent Users
By default, all Approved Email end users can capture opt-in consent. However, depending on the organization of the customer, admins can configure a group of users who are not able to send Approved Emails, but can capture and manage opt-in consent. This group of users are called consent users and they are solely responsible for the management of account opt-in consent, enabling end users of Approved Email to focus on the sending and composition of emails.
To configure the ability for a different group of users to capture opt-in consent, grant CRED access to the multichannel_consent__v object.
End Users
To configure the ability for a different group of users to capture opt-in consent, remove either Create or Edit access to the multichannel_consent__v object.
End users must retain Read access to the multichannel_consent__v object to use Approved Email.
Customizing the Text of the Opt-in as
Business Admins
Business Admins can edit the following Veeva Messages to alter the text that displays to recipients during the opt-in experience. This enables full control of the wording of the disclaimer and consent text as it displays to recipients:
- APPROVED_EMAIL_CONSENT_TEXT – Displays next to the check box on the opt-in screen
- APPROVED_EMAIL_DISCLAIMER_REQUIRED – Displays the disclaimer
Capturing Opt-in Consent from an Approved Email as
End Users
To capture opt-in consent from an Approved Email:
- Select the Recipients button.
-
Navigate to the appropriate account in the list of recipients.
If the end user previously attempted to send the email and an error occurred relating to consent validation, a warning displays beneath the recipient's name.
- Select the Arrow button.
The opt-in disclaimer displays that the recipient can use to read, understand, and select the opt-in check box. Depending on whether Signature Consent or Paper Consent is available, recipients can sign their consent.
Capturing Opt-in Consent from the Account as
End Users
End users are able to preemptively capture opt-in consent before even composing an Approved Email:
- Navigate to the appropriate account.
- Select the More Actions button.
- Select Email Opt-in.
The opt-in disclaimer displays that the recipient can use to read, understand, and select the opt-in check box. Depending on whether Signature Consent or Paper Consent is available, recipients can sign their consent.
