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How do I set up tracking consents?

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Follow these steps to set up tracking consents:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Look for the Configuration section.
  5. Select Consents.
  6. 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.
  7. Choose what will be the default consent under Default Selection.
  8. Apply conditions to show or hide consents from certain contacts.
  9. Click Save.
To learn more about consents, click here.
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