Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/MarketingConsent.htm

## Managing Marketing Consent

To accelerate customer onboarding and ensure data integrity, business admin users can create consent headers that decouple consent for marketing emails from consent for other Approved Email communications. This enables HCPs to unsubscribe from marketing emails only, and still receive other emails sent by field users.

**Who can use this feature?**

* Business Admin Users - Browser
* [Creating Consent Types for Marketing Emails](#Creating)
* End Users - Browser, iPad, iPhone, Windows
* [Capturing Marketing Consent](#Managing)
* Users require Campaign Manager and Approved Email licenses

### Configuring Marketing Consent for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Configuring Campaign Manager](../Config/ConfigCM.htm)
   * [Capturing Consent for Approved Email](../../Multichannel/ConsentCapture/IntegrateFunct/AEConsent.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | consent\_type\_\_v | CRED | approved\_email\_\_v | * consent\_restricted\_to\_\_v * allow\_field\_consent\_fallback\_\_v * legacy\_consent\_channel\_\_v | Edit |
   | multichannel\_consent\_\_v | CRED | approved\_email\_\_v | * consent\_restricted\_to\_\_v * legacy\_consent\_channel\_\_v | Edit |
   | sent\_email\_\_v | RE | All | * consent\_restricted\_to\_\_v * legacy\_consent\_channel\_\_v | Edit |
6. Navigate to **Admin > Configuration > Objects > consent\_type\_\_v > Layouts**.
7. Add the **consent\_restricted\_to\_\_v** field to the appropriate layouts.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Configuring Campaign Manager](../Config/ConfigCM.htm)
   * [Capturing Consent for Approved Email](../../Multichannel/ConsentCapture/IntegrateFunct/AEConsent.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | consent\_type\_\_v | R | approved\_email\_\_v | * consent\_restricted\_to\_\_v * allow\_field\_consent\_fallback\_\_v * legacy\_consent\_channel\_\_v | Read |
   | multichannel\_consent\_\_v | CRE | approved\_email\_\_v | * consent\_restricted\_to\_\_v * legacy\_consent\_channel\_\_v | Edit |
   | sent\_email\_\_v | R | All | * consent\_restricted\_to\_\_v * legacy\_consent\_channel\_\_v | Read |

### Creating Consent Types for Marketing Emails as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

Business admin users can define an Approved Email consent channel restricted to marketing emails using marketing consent records.

To create a marketing consent record, [create a consent type](../../Multichannel/ConsentCapture/CreateManageConsent/CreateConsentType.htm) with the following marketing-specific fields populated:

* consent\_restricted\_to\_\_v – Select marketing\_\_v
* allow\_field\_consent\_fallback\_\_v – Select this check box. When selected, emails sent from Campaign Manager are sent if the target has a valid, prior existing approved\_email\_\_v type consent, even if the target doesn’t have consent restricted to marketing.
* legacy\_consent\_channel\_\_v – Populate with the appropriate custom channel object type. When this field is populated, consent validation checks for valid consent records against both the standard Marketing channel, as well as the entered legacy custom channel. This means an HCP with an existing opt-in under the legacy channel is considered consented for Campaign Manager emails. For example, opt-in to the custom newsletter\_\_c channel would also be considered to be opt-in consented for Campaign Manager.

Ensure the consent type name is self-explanatory, as this will be the user-facing name on the Consent Capture screen.

### Managing Marketing Consent as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Users can view an account profile and opt accounts in or out of marketing consent.

To manage marketing consent:

1. Navigate to the appropriate Account.
2. Select the **Consent Capture** button from the All Actions menu.

   ![](../../../Resources/Images/CampaignManager/MarketingConsent.png)
3. Select the toggle for the appropriate marketing-specific channel.
4. Select **Save**.

### Related Topics

[Creating Consent Types](../../Multichannel/ConsentCapture/CreateManageConsent/CreateConsentType.htm)

[Using Campaign Manager to Send Emails](SendEmails.htm)

[Consent Capture Overview](../../Multichannel/ConsentCapture/CCOverview.htm)
