Home  >   FAQs   >  Is there a way to set up notifications related to consents?
FAQs in this section

Is there a way to set up notifications related to consents?

Table of Contents
Yes, there’s a way to automatically notify a contact when you update the consent configuration or a contact’s details. The notification will contain the revised consents, which the contacts must review.
Follow these steps to set up consent notifications for contacts:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings.
  4. Select Consents under Configuration
  5. Click the Consents Notifications Settings button located below Consents section introduction.
  6. Select one or both of the options below:
    1. Automatically notify contacts when they match conditions for a new consent due to a change in their profile (customize email - sent daily at 10AM) or to a change in your privacy policy (customize email - sent Friday at 3PM): This option, if enabled, 
      • Automatically notifies contacts at 10 AM daily IF they match a consent condition due to a change in their profile in the last 24 hours.
      • Automatically notify contacts on Friday, 3PM IF there was a change(s) in your privacy policy in the last one week.
    2. Include a link to the preference page in direct emails: Upon selecting this option, the Privacy Preferences link is embedded in the ad-hoc or direct emails that you send your contacts.
  7. Click the +Add preferences page link button to add the Privacy Preferences link to the bottom of your email by default.
  8. Click Save.
To learn more about consents, click here.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.