Creating Consent Lines
After creating a consent type record, business admins can create consent line records for a communication channel if there are specific products or content types about which a customer wants to send information.
Products for capturing consent include all products available to end users in the product catalog. Capturing consent for specific products allows a customer to send any communications to HCPs about those products.
Content refers to the information included in communication disbursed to an HCP. This information does not need to be tied to a specific product. Business admins can define information by content type. This provides end users much more flexibility when capturing consent because it does not rely on the product catalog. Product catalogs are usually managed externally and can be difficult to modify.
Examples of content types include the following, but customers can define any category as a content type according to business needs:
- Medical
- Clinical
- Promotional
Sub channels are configured through consent lines for a consent type record and have short durations and predefined expiration dates. Customers can use sub channels to capture consent for recurring or temporary channels, products, or content types, for example, marketing campaigns. This allows business admins to avoid defining new products or content types for temporary use.
Consent Capture for Approved Email does not support sub channels on consent line records. Consent Capture for CLM does not support consent lines.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- Business Admin Users
Configuring Consent Lines for
Business Admin Users
Ensure Configuring Consent Capture is complete.
Creating Content Types for Consent Lines as
Business Admin Users
Business admins must create content types before they can be used to capture consent. To create a content type:
- Navigate to Business Admin > Objects > Content Types.
- Select Create.
- Select the content_type__v object type.
- Select Continue.
- Populate at least the Content Type Name field.
- Select Active for the Status field.
- Select Save.
Sharing Rules are not supported when using All Lines and creating consent lines that reference content_type__v records.
Creating Consent Lines as
Business Admin Users
Business admins must create the same consent type and consent line records for consent headers with the same country but different languages.
- Navigate to a specific consent_header__v record.
- Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
- Select a consent_type__v record from the Consent Types dropdown section.
- Select Create in the Consent Lines dropdown section.
- Select the appropriate object type.
- Populate the appropriate fields for the selected object type:
- product__v: Product
- content_type__v: Content Type
- sub_channel__v:
- End Date
- Group By
- Sub Channel Description
- Sub Channel Display Name
- Sub Channel Key
- Start Date
- Select Save.
- Navigate back to the related consent_header__v record.
-
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
