To configure this feature:

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 Permissions	Object Types	Fields	Field Permissions
   multichannel_consent__v	CRED	n/a	consent_confirm_datetime__v related_transaction_id__v sent_email__v	Edit
   multichannel_message__v	Read	double_opt_in__v	consent_confirm_html_file__v html_message_file__v message_identifier__v name__v object_type__v	Read
   multichannel_route__v	R	double_opt_in_confirmation__v	approved_document__v country__v created_by__v created_date__v default__v language__v modified_by__v modified_date__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	RE	double_opt_in__v	parent_email__v	Read

To configure this feature:

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 Permissions	Object Types	Fields	Field Permissions
   consent_type__v	CRED	approved_email__v clm__v messaging__v Grant object permission only for the object types corresponding to the consent channels for which end users are capturing consent.	double_opt_in__v	Edit
   multichannel_message__v	CRED	double_opt_in__v	consent_confirm_html_file__v html_message_file__v message_identifier__v name__v object_type__v	Edit
   multichannel_route__v	R	double_opt_in_confirmation__v	n/a	n/a
   sent_email__v	RE	double_opt_in__v	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.
13. Set up the consent confirmation email

To configure this feature:

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 Permissions	Object Types	Fields	Field Permissions
   consent_type__v	R	approved_email__v clm__v messaging__v Grant object permission only for the object types corresponding to the consent channels for which end users are capturing consent.	double_opt_in__v	Read
   multichannel_consent__v	CRE	approved_email__v messaging__v	consent_confirm_datetime__v related_transaction_id__v sent_email__v	Edit
   multichannel_route__v	R	double_opt_in_confirmation__v	approved_document__v country__v default__v language__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	R	double_opt_in__v	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. See Using Approved Email for Consent Confirmation for more information.
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 checkbox.

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.

To configure this feature:

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 Permissions	Object Types	Fields	Field Permissions
   multichannel_consent__v	CRED	n/a	consent_confirm_datetime__v related_transaction_id__v sent_email__v	Edit
   multichannel_message__v	Read	double_opt_in__v	consent_confirm_html_file__v html_message_file__v message_identifier__v name__v object_type__v	Read
   multichannel_route__v	R	double_opt_in_confirmation__v	email_template_document__v country__v created_by__v created_date__v default__v language__v modified_by__v modified_date__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	RE	double_opt_in__v	parent_email__v	Read

To configure this feature:

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 Permissions	Object Types	Fields	Field Permissions
   consent_type__v	CRED	approved_email__v clm__v messaging__v Grant object permission only for the object types corresponding to the consent channels for which end users are capturing consent.	double_opt_in__v	Edit
   multichannel_message__v	CRED	double_opt_in__v	consent_confirm_html_file__v html_message_file__v message_identifier__v name__v object_type__v	Edit
   multichannel_route__v	R	double_opt_in_confirmation__v	email_template_document__v country__v default__v language__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	RE	double_opt_in__v	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.
13. Set up the consent confirmation email

To configure this feature:

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 Permissions	Object Types	Fields	Field Permissions
   consent_type__v	R	approved_email__v clm__v messaging__v Grant object permission only for the object types corresponding to the consent channels for which end users are capturing consent.	double_opt_in__v	Read
   multichannel_consent__v	CRE	approved_email__v messaging__v	consent_confirm_datetime__v related_transaction_id__v sent_email__v	Edit
   multichannel_route__v	R	double_opt_in_confirmation__v	email_template_document__v country__v default__v language__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	R	double_opt_in__v	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. See Using Approved Email for Consent Confirmation for more information.
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 checkbox.
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.

Upon saving the Consent changes from the Review page, the following records are created:

• multichannel_consent__v records – For all opt in records, the multichannel_consent__v.opt_type__v is opt_in_pending__v
• sent_email__v record
• object_type__v – double_opt_in__v
• email_template_document__v – References the Email Template Document based on the matching multichannel_route__v record

End users can review and resend confirmation emails from the Consent Capture screen. See Resending Consent Confirmation Emails for more information.

Business admins can manually expire Opt In Pending consent records to allow end users to capture consent again. See Expiring Pending Consent Records as for more information.