Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConsentAE/CapturingOptIn.htm

## Capturing Approved Email Opt-In Consent

End users are able to capture opt-in consent from an account to be able to immediately send an Approved Email to that account. Opt-in consent needs to be captured in the following cases:

* The account's [consent type](ClassicConsentComponents.htm#Consent) is Opt-in Required
* The account previously unsubscribed or opted out of material the end user wants to send

Capturing opt-in consent is available from the following entry points:

* The All Actions menu of the account
* The Approved Email send page

Capturing opt-in consent immediately overrides all opt-out records associated with the account and email address pair, enabling end users to send Approved Emails to the account.

**Who can use this feature?**

* Business Admin Users — Browser
* [Customizing the Text of the Opt-in](#Customizing)
* Business Admin Users — Browser, iPad, iPhone, Windows
* [Capturing Opt-in Consent from an Approved Email](#CapturingEmail)
* [Capturing Opt-in Consent from an Account](#CapturingAccount)
* Users require an Approved Email license

### Configuring Email Opt-in for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Consent Users](#)

By default, all Approved Email end users can capture opt-in consent. However, depending on the organization of the customer, admins can configure a group of users who are not able to send Approved Emails, but can capture and manage opt-in consent. This group of users are called consent users and they are solely responsible for the management of account opt-in consent, enabling end users of Approved Email to focus on the sending and composition of emails.

To configure the ability for a different group of users to capture opt-in consent, grant CRED access to the **multichannel\_consent\_\_v** object.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure the ability for a different group of users to capture opt-in consent, remove either Create or Edit access to the **multichannel\_consent\_\_v** object.

End users must retain Read access to the multichannel\_consent\_\_v object to use Approved Email.

### Customizing the Text of the Opt-in as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admins](#)

Business Admins can edit the following Veeva Messages to alter the text that displays to recipients during the opt-in experience. This enables full control of the wording of the disclaimer and consent text as it displays to recipients:

* APPROVED\_EMAIL\_CONSENT\_TEXT – Displays next to the checkbox on the opt-in screen
* APPROVED\_EMAIL\_DISCLAIMER\_REQUIRED – Displays the disclaimer

### Capturing Opt-in Consent from an Approved Email as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To capture opt-in consent from an Approved Email:

1. Select the **Recipients** button.
2. Navigate to the appropriate account in the list of recipients.

   If the end user previously attempted to send the email and an error occurred relating to consent validation, a warning displays beneath the recipient's name.
3. Select the **Arrow** button.

The opt-in disclaimer displays that the recipient can use to read, understand, and select the opt-in checkbox. Depending on whether [Signature Consent or Paper Consent](../../ConsentCapture/CreateManageConsent/InPersonConfirmation.htm) is available, recipients can sign their consent.

### Capturing Opt-in Consent from an Account as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users are able to preemptively capture opt-in consent before even composing an Approved Email:

1. Navigate to the appropriate account.
2. Select the **All Actions** button.
3. Select **Email Opt-in**.

The opt-in disclaimer displays that the recipient can use to read, understand, and select the opt-in checkbox. Depending on whether [Signature Consent or Paper Consent](../../ConsentCapture/CreateManageConsent/InPersonConfirmation.htm) is available, recipients can sign their consent.

### Related Topics

[Classic Consent in Approved Email](ClassicConsentComponents.htm)

[Managing In-Person Consent Confirmation Methods](../../ConsentCapture/CreateManageConsent/InPersonConfirmation.htm)