An opt-in corresponds to the explicit consent of a contact to receive your communications. Consent is explicit when a contact performs an action to express an interest in receiving these communications (e.g., fill in an opt-in form). The opt-ins allow you to manage the contacts' preferences for the communication types you define, thus validating which contacts will receive which messages. The opt-ins are also used to segment the contact lists and to personalize the marketing campaign.
To enable opt-in for your contacts, you must first create opt-in fields to add them to the contact profile model. Creating opt-in fields is part of the process of setting up a consent centre.
| Note: Explicit consents are subject to different data protection laws, such as law C-28 or the GDPR (there is an exception for Canada about implied consents ). These two laws require keeping consent proof. The consent center keeps track for you: a full history of the opt-in and opt-out is kept in the contacts' profile. |
How To
Access path: Project → Consent Management → Consents |
In Consents, activate the module if it has not yet been done. Click Create an opt-in and fill in the required info:
Assign a code and a label (it can be anything that helps you identify the opt-in field).
Results
In a contact's profile, there are all the subscription statuses for that contact. When first activated, the opt-ins have neutral status (not subscribed nor unsubscribed). The status changes to Subscribed when opting in, and to Unsubscribed when opting out. When one of these two statuses is assigned, returning to the neutral status is impossible.
| Note: If an opt-in is not associated with any communication type, you cannot use it. |
In the profile, you can manually change the status of each subscription by clicking on Subscribe or Unsubscribe. Make sure to have the consent of the contact before making a subscription.
A complete record of all changes in each contact's profile is kept automatically. Click Consult history to see the preferences evolution of that contact. The opt-in fields are also displayed in the project's field list.
Opt-Outs
An explicit consent does not expire as long as the contact does not request to unsubscribe from the communication (often by clicking on the unsubscribe link in a message). Unsubscribing from a message only affects the subscription to this message instead of completely deactivating the contactcompletely.