Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/DoubleOptIn.htm

## Using Double Opt-In

Certain countries have regulations requiring HCPs to verify their email addresses when giving consent to receive email communications. An HCP who grants opt-in consent receives an email with a link to verify the email address and confirm consent. The HCP must select the link to finish opting in.

This functionality only applies to Approved Email and custom email consent channels.

**Who can use this feature?**

* Business Admin Users - Browser
* [Set up double opt-in](#Setup)
* [Expire pending consent records](#Expiring)
* End Users - Browser, iPad, iPhone, Windows
* [Resend double opt-in confirmation emails](#Resending)
* HCPs - Browser, iPad, iPhone, Windows
* [Grant double opt-in consent](#Grant)
* Users require an Approved Email license

### Configuring Double Opt-In for

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) is complete.
2. Ensure [Capturing Consent for Approved Email](../IntegrateFunct/AEConsent.htm) 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 | Read | 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 |

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) is complete.
2. Ensure [Capturing Consent for Approved Email](../IntegrateFunct/AEConsent.htm) 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 | Read | 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](../CreateManageConsent/ConsentConfirmationEmails.htm)

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) is complete.
2. Ensure [Capturing Consent for Approved Email](../IntegrateFunct/AEConsent.htm) 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 | Read | 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 |

### Setting Up Double Opt-In as

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

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](../CreateManageConsent/ConsentConfirmationEmails.htm) 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

### Granting Double Opt-In Consent

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

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.

### Resending Double Opt-In Confirmation Emails as

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

End users can review and resend confirmation emails from the Consent Capture screen. See [Resending Consent Confirmation Emails](../CreateManageConsent/ConsentConfirmationEmails.htm#Resending) for more information.

### Expiring Pending Consent Records as

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

Business admins can manually expire Opt In Pending consent records to allow end users to capture consent again. See [Expiring Pending Consent Records as](../CreateManageConsent/ConsentConfirmationEmails.htm#Expiring) for more information.

### Considerations

This functionality is overridden by [Capturing Consent Using Confirmation Emails for All Channels](ConfirmationEmailAllChannels.htm), when both are configured.

### Related Topics

[Using Approved Email for Consent Confirmation](../CreateManageConsent/ConsentConfirmationEmails.htm)

[Capturing Consent Using Confirmation Emails for All Channels](ConfirmationEmailAllChannels.htm)

[Capturing Consent for Approved Email](../IntegrateFunct/AEConsent.htm)