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

## Tracking Activity in Consent Capture

Certain countries have regulations which require HCPs to grant consent for activity tracking. If HCPs do not opt into activity tracking, their subsequent activity is tracked anonymously. Vault CRM tracks Approved Email activity, but customers should integrate consent for activity tracking with external systems to track custom channels to ensure all activity is associated with the appropriate CRM accounts.

**Who can use this feature?**

* Business Admin Users - Browser
* [Set up consent for activity tracking](#Setup)
* [Track Approved Email activity](#TrackAE)
* End Users - Browser, iPad, iPhone, Windows
* HCPs - Browser, iPad, iPhone, Windows
* [Grant consent for activity tracking](#GrantTracking)
* Users require an Approved Email license

### Configuring Activity Tracking for

#### Account

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) 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.

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) 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.

#### Approved Email

[![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.
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 |

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) 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 |

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) 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.

### Setting Up Consent for Activity Tracking as

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

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**.

### Granting Consent for Activity Tracking as

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

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.

### Tracking Approved Email Activity as

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

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](../../ApprovedEmail/ReportAE/TrackingActivity.htm) 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.

#### Tracking Activity for Recommended Emails

When a [Recommended Email](../../ApprovedEmail/SendAE/RecommendedEmails.htm) campaign job runs, the system follows the process below to evaluate the Campaign Target Owner's settings and the individual Campaign Target's consent status to determine the tracking mode.

1. Verify Consent Mode

The system first checks the approved\_email\_consent\_mode\_\_v field on the Approved Email Settings record associated with the Campaign Target Owner’s application profile.

| Mode | Configuration | Behavior |
| --- | --- | --- |
| Classic Mode | approved\_email\_consent\_mode\_\_v = 0 | Tracking is enabled for all Campaign Targets. |
| Consent Capture Mode | approved\_email\_consent\_mode\_\_v = 1 | Logic proceeds to check the Consent Type (see Step 2 below). |

2. Check Consent Type Configuration

If Consent Capture Mode is enabled, the system identifies the Approved Email Consent Type (object\_type\_\_v equals approved\_email\_\_v) and checks the zvod\_consent\_activity\_tracking\_\_v field:

* If Blank - Activity tracking consent is not configured. Email activity is tracked for all targets. The activity\_tracking\_mode\_\_v field on the sent\_email\_\_v object is not stamped.
* If Populated - Activity tracking consent is configured. The system then evaluates each individual Campaign Target's consent to determine the activity tracking mode. (See Step 3 below.)

3. Determining Activity Tracking Mode

When zvod\_consent\_activity\_tracking\_\_v is populated, the system looks at the latest Approved Email Multichannel Consent (multichannel\_consent\_\_v) opt-in record for each Campaign Target to determine the value for the activity\_tracking\_mode\_\_v field on the sent\_email\_\_v object:

| Multichannel Consent  Activity Tracking | Sent Email  Activity Tracking Mode | Behavior |
| --- | --- | --- |
| Populated | Regular | Regular activity tracking is enabled for this target. |
| Blank | Anonymous | Activity is tracked, but data is anonymized. |

If a Campaign Target does not have an active opt-in Multichannel Consent record, behavior depends on their Approved Email Consent:

* **Implicit Opt-In** - If approved\_email\_opt\_type\_\_v on the account\_\_v object is set to implicit\_opt\_in\_\_v, the email activity is tracked but activity\_tracking\_mode\_\_v on the sent\_email\_\_v object is not stamped
* **Explicit Opt-In** - If the Target has not yet opted in and if the Campaign Activity has a Scheduled Send Datetime:
* The Campaign Activity Target Execution record has an Outcome of Fail and no Sent Email record is created
* The log can be downloaded from the Campaign Job History record, and has the following message in the Error column: There are no Consent\_Header\_vod records applicable for this Account. Please review your Consent Capture setup.

### Related Topics

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

[Creating Consent Types](../CreateManageConsent/CreateConsentType.htm)

[Approved Email Overview](../../ApprovedEmail/Overview.htm)