The first step in using this module involves properly planning your system of implied consents.
Implied consent, as defined in Canada's Anti-Spam Legislation (CASL), is a type of consent whose scope is rather limited. In particular, this consent gives you the right to communicate with your contacts, but on specific topics, usually closely related to the source of the consent or the means by which you obtained it. For example, imagine that you obtain an implied consent from two types of individuals: your customers (when they make a purchase), and the general public (when they request information). Although in both cases you have their implied consent, it’s important to distinguish the source of the consent, so that you can target each group of contacts with the right messages.
The application allows you to create several types of implied consent, each with distinct acquisition criteria, enabling you to properly target the right contacts.
In this way, you could say that implied consents are similar to subscription fields. For a subscriber who has given express consent, multiple subscriptions fields show their preferences as to the content they prefer to receive. With implied consent, you can organize the multiple consents you obtain according to your own preferences, and then structure your messages based on the source of the consent.
Once you have defined your implied consents, you can import the dates of your inquiries or transactions, and then apply your business rules. You can import data into a contact’s
Create the consent
Once the structure is defined, you are ready to create a type of implied consent.
- To do so, click on the link Add a consent.
- Give this consent a name and assign it a code for the database.
Define the consent criteria
Once you have created a consent, you need to add the criteria that establish the consent.
- Select the consent and click the edit icon next to it.
- In the Attribution rules section, click Add a rule.
- To define the rule, you must:
Name the criterion.
Describe the criterion (optional).
Set the time limit of the consent.
Indicate the source of the consent by selecting a data table and a date field that show when the consent began.
If needed, restrict the sources of the consent, based on filter criteria.
- Click Create.
Once created, the criteria will be listed in the consent. Now you simply have to import your contacts into the project, and the right consents will be created automatically.