Article
Access To Manage Consent From Lead And Contact Records
meganvwalker.com
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Information in this article was accurate at the date of publication. “The March 2024 release for Customer Insights – Journeys includes a much awaited for feature. The ability to manage consent from Lead and Contact records is finally here!” First things first, make sure you are up to date and at least on version 1.1.38813.71 for the marketing app. Navigate to the Feature switches and turn on the Manage consent in contact and lead forms (Preview). As it shows, this is in preview, but I can’t see any major reason not to turn it on and start using it!
The March 2024 release for Customer Insights – Journeys includes a much awaited for feature. The ability to manage consent from Lead and Contact records is finally here! It is this feature from the Wave 1 2024 release plan, and the documentation can be found here. However, with many things, there is more to learn and understand about a feature than just what is in the documentation, so in this post I will dig in to it further including how to use it, what security levels are needed to see and use it, and how to add it to a custom form. All that goodness in one post, so let’s get to it! “As it shows, this is in preview” Using The Communication Control
Using The Communication Control “If the audience member (Contact or Lead) doesn’t have either an email or a mobile phone, there won’t be anything to a view and a message will be displayed stating: There are no filled out fields for this entity. Please fill out some contactable fields.” After selecting a Compliance profile, you can then see information about the overall communication status, the tracking status and the consent records for commercial and transactional.
Using The Communication Control “If they have either a mobile number or an email, that will be displayed in the contact point section, and if they have both, there will be a drop down to toggle between the two.” After selecting a Compliance profile, you can then see information about the overall communication status, the tracking status and the consent records for commercial and transactional.
Using The Communication Control “If the audience member (Contact or Lead) doesn’t have either an email or a mobile phone, there won’t be anything to a view and a message will be displayed stating: There are no filled out fields for this entity. Please fill out some contactable fields.” After selecting a Compliance profile, you can then see information about the overall communication status, the tracking status and the consent records for commercial and transactional.