Capturing Approved Email Opt-In Consent

  • iPad
  • Online
  • Windows

End users are able to capture opt-in consent from an account to be able to immediately send an Approved Email to that account. Opt-in consent needs to be captured in the following cases:

  • The account's consent type is Opt-in Required
  • The account previously unsubscribed or opted out of material the end user wants to send

Capturing opt-in consent is available from the following entry points:

  • The More Actions menu of the account
  • The Approved Email send page

Capturing opt-in consent immediately end dates all opt-out records associated with the account and email address pair, enabling end users to send Approved Emails to the account.

Capturing Opt-in Consent from an Approved Email

To capture opt-in consent from an Approved Email:

  1. Select the Recipients button.
  2. Navigate to the appropriate account in the list of recipients.

    If the end user previously attempted to send the email and an error occurred relating to consent validation, a warning displays beneath the recipient's name.

  3. Select the Arrow button.

The opt-in disclaimer displays that the recipient can use to read, understand, and select the opt-in check box. Depending on whether Signature Consent or Paper Consent is available, recipients can sign their consent.

Capturing Opt-in Consent from the Account

End users are able to preemptively capture opt-in consent before even composing an Approved Email:

  1. Navigate to the appropriate account.
  2. Select the More Actions button.
  3. Select Email Opt-in.

The opt-in disclaimer displays that the recipient can use to read, understand, and select the opt-in check box. Depending on whether Signature Consent or Paper Consent is available, recipients can sign their consent.

Customizing the Text of the Opt-in Experience

Admins can edit the following Veeva Messages to alter the text that displays to recipients during the opt-in experience. This enables full control of the wording of the disclaimer and consent text as it displays to recipients:

  • APPROVED_EMAIL_CONSENT_TEXT – Displays next to the check box on the opt in screen
  • APPROVED_EMAIL_DISCLAIMER_REQUIRED – Displays the disclaimer