1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects.
5. Grant Edit field permission to the zvod_consent_activity_tracking__v field on the consent_type__v object.
6. Navigate to Admin > Configuration > Objects > Consent Type > Layouts.
7. Add the zvod_consent_activity_tracking__v field to the consent_type__v layouts for the appropriate object types.

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects.
5. Grant Read field permission to the zvod_consent_activity_tracking__v field on the consent_type__v object.
6. Grant Edit field permission to the activity_tracking__v field on the multichannel_consent__v object.

1. Ensure Configuring Consent Capture is complete.
2. Ensure Capturing Consent for Approved Email is configured.
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 field permissions:

   Object	Field	Field Permissions
   sent_email__v	activity_tracking_mode__v	Read
   	vexternal_id__v	Edit

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   consent_type__v	R	approved_email__v	zvod_consent_activity_tracking__v	Read
   sent_email__v	CRE	All object types	activity_tracking_mode__v	Read

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects.
5. Grant Edit field permission to the activity_tracking_mode__v field on the sent_email__v object.

1. Navigate to Business Admin > Objects > Consent Headers.
2. Select the consent_header__v record related to the appropriate consent type.
3. Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
4. Select the appropriate consent_type__v record from the Consent Types dropdown section.
5. Select Edit.
6. Populate the zvod_consent_activity_tracking__v field with consent text for activity tracking. The following HTML tags are supported:
   • Paragraph — <p>, can set the dir attribute to rtl to ensure punctuation for right-to-left languages displays correctly
   • Line break — <br>
   • Bold — <b>
   • Italics — <i>
   • Underline — <u>
   • Ordered and unordered Lists — <ol>, <ul>, and <li>
   • Hyperlinks — <a>, must have the target attribute set to _blank
7. Select Save.
8. Navigate back to the consent_header__v record.
9. 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
10. Select Save.

When an HCP grants at least one opt-in consent, the zvod_consent_activity_tracking__v checkbox displays in addition to the zvod_consent_default_consent_text__v checkbox on the consent review screen.

Initially, the zvod_consent_activity_tracking__v checkbox is gray and cannot be selected. The HCP can select the zvod_consent_activity_tracking__v checkbox to consent to activity tracking only after selecting the zvod_consent_default_consent_text__v checkbox.

If the HCP selects the zvod_consent_activity_tracking__v checkbox, the value of the consent text is stamped on the activity_tracking__v field on the multichannel_consent__v object, signaling an opt-in for regular email activity tracking. If not, the activity_tracking__v field on the multichannel_consent__v object is blank and their email activity is tracked anonymously.

Vault CRM tracks certain email events for Approved Email. Email events related to the delivery of the email are tracked on the sent_email__v record of the email itself, not as user activity. These events include:

• Delivered
• Bounced
• Dropped
• Unsubscribed
• Unsubscribed all
• Preferences modified
• Marked as spam

Email events tracked as user activity include:

• Opened
• Clicked
• Viewed
• Downloaded

See Tracking Approved Email Activity for more information about email events.

The activity_tracking_mode__v picklist field on the sent_email__v record for user activity automatically populates according to the value of the activity_tracking_mode__v field on the multichannel_consent__v record from capturing consent. If the activity_tracking__v field is blank, the activity_tracking_mode__v picklist field is set to Anonymous, enabling anonymous tracking for the email. If the activity_tracking__v field is populated, the activity_tracking_mode__v picklist field is set to Regular and information identifying the account displays on the record.

The following Approved Email entry points always use regular tracking and do not require consent:

• Medical Inquiry
• Receipts
• Double Opt-In
• Case

If the Approved Email Test Email Address setting is populated, Approved Email operates in test mode. In this mode, the account’s latest Multichannel Consent record is not checked, and the activity_tracking_mode__v field on the Sent Email record is not populated. This results in regular activity tracking regardless of the activity tracking consent status on the account.