How do I set up tracking consents?
Follow these steps to set up tracking consents:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- Look for the Configuration section.
- Select Consents.
- Go to the Consents for tracking purposes section.
- You can track consents for email tracking and document tracking.
- Track my email engagement: This consent allows your contacts to choose whether their opens and replies on an email must be tracked.
- Track my document engagement: This consent allows your contacts to choose whether their downloads and re-shares on a shared document must be tracked.
- Choose what will be the default consent under Default Selection.
- Apply conditions to show or hide consents from certain contacts.
- Click Save.
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