1. Ensure Configuring Consent Capture is complete.
2. Ensure Capturing Consent for Approved Email is configured to use double opt-in for Approved Email channels.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the permission set for the appropriate user profile.
5. Navigate to Objects.
6. Grant the following permissions:

1. Ensure Configuring Consent Capture is complete.
2. Ensure Capturing Consent for Approved Email is configured to use double opt-in for Approved Email channels.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the permission set for the appropriate user profile.
5. Navigate to Objects.
6. Grant the following permissions:

   Object	Object Types	Object Permissions	Fields	Field Permissions
   consent_type__v	n/a	n/a	double_opt_in__v	Edit
   multichannel_message__v	double_opt_in__v	Create Read Edit Delete	consent_confirm_html_file__v html_message_file__v message_identifier__v name__v object_type__v	Edit
   multichannel_route__v	double_opt_in_confirmation__v	Read	n/a	n/a
   sent_email__v	double_opt_in__v	n/a	parent_email__v	Edit

7. Navigate to Admin > Configuration > Objects > Consent Type > Layouts.
8. Add the double_opt_in__v field to the consent_type__v layouts for the appropriate object types.
9. Navigate to Admin > Configuration > Objects > Multichannel Messages > Layouts.
10. Add the consent_confirm_html_file__v field to the multichannel_message__v layouts for the double_opt_in__v object type.
11. Navigate to Admin > Configuration > Tabs.
12. Create the Multichannel Messages tab.

1. Ensure Configuring Consent Capture is complete.
2. Ensure Capturing Consent for Approved Email is configured to use double opt-in for Approved Email channels.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the permission set for the appropriate user profile.
5. Navigate to Objects.
6. Grant the following permissions:

   Object	Object Types	Object Permissions	Fields	Field Permissions
   consent_type__v	n/a	n/a	double_opt_in__v	Read
   multichannel_consent__v	n/a	n/a	consent_confirm_datetime__v related_transaction_id__v sent_email__v	Edit
   multichannel_route__v	double_opt_in_confirmation__v	Read	approved_document__v country__v default__v language__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	double_opt_in__v	n/a	parent_email__v	Edit

1. Navigate to Business Admin > Objects > VMobile Object Configurations.
2. Enable a Full Sync VMOC for the multichannel_route__v object.
3. Set up the double opt-in confirmation email.
4. Navigate to Business Admin > Objects > Consent Headers.
5. Select the consent_header__v record related to the appropriate content_type__v record.
6. Set the consent_header_status__v field to Inactive or Staged to allow edits to related records.
7. Select the appropriate consent_type__v record from the Consent Types dropdown section.
8. Select Edit.

9. Select the double_opt_in__v check box.

10. Select Save.

11. Navigate back to the related consent_header__v record.

12. Set the consent_header_status__v field to Active or Staged:

    • Active — displays consent channels and lines on the Consent Capture screen and prevents further editing
    • Staged — hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays

When double opt-in is enabled for a consent channel, an information icon displays beside the channel label on the Consent Capture screen. Selecting this icon displays information explaining how HCPs can confirm opt-in consent. This icon displays the text in the DOUBLE_OPT_IN_HELP Veeva Message.

After an HCP grants opt-in consent to a consent line, the consent line is gray and displays the message Confirmation Pending. The HCP immediately receives an email containing a verification link. The consent for this consent line cannot be edited until the HCP verifies their email address and confirms opt-in consent. If an HCP fails to verify their email address, end users can resend the confirmation email to remind the HCP to verify or select the Unsubscribe All button to expire the pending consent and reset the toggle.

The Unsubscribe All button opts out of all consent lines for a channel. If you select Unsubscribe All to clear pending consent, any previously captured opt-in consent must be recaptured.

If an HCP opts into multiple consent lines for the same consent channel, the HCP only receives one confirmation email.

End users can review and resend confirmation emails from the Consent Capture screen.

To view a sent confirmation email, select the View Email button beside the consent channel on the Consent Capture screen.

To resend a confirmation email, select the Resend Confirmation button beside the consent channel on the Consent Capture screen.

The View Email and Resend Confirmation buttons only display after an HCP opts into a consent line and receives a confirmation email.

Capturing consent with confirmation emails creates Opt In Pending multichannel_consent__v records. To update the consent status to Opt In, the HCP must confirm the consent via the confirmation email. If the HCP never confirms consent, the consent status remains Opt In Pending. While the consent status is Opt In Pending, the end user can resend the confirmation email but cannot capture consent for the HCP from the Consent Capture screen.

To allow end users to capture consent again, business admins can manually schedule the expiration for Opt In Pending multichannel_consent__v records and revert the consent status to the last confirmed status (Opt Out or default consent). Veeva recommends expiring Opt In Pending multichannel_consent__v records after five to seven days, since HCPs are unlikely to access the confirmation email after that time frame.

To expire a pending consent record:

1. Navigate to Business Admin > Objects > Multichannel Consents.
2. Select a multichannel_consent__v record with the Opt Type field set to Opt_In_Pending.
3. Select Edit.
4. Populate the Expiration Date field with the appropriate date. To immediately expire the record, populate the field with today's date.
5. Select Save.

To track the expiration reason of multichannel_consent__v records, business admins can create a custom field on the multichannel_consent__v object, for example, expiration_reason__c.