Capturing Consent Using Confirmation Emails for All Channels

  • Browser (Classic, Lightning)
  • iPad

To capture consent when users are unable to meet HCPs face-to-face, users can send confirmation emails to confirm opt-in consent for any channel, including custom channels.

For example, during a phone call with Dr. Clinton Ackerman, Sarah Jones requests Dr. Ackerman’s consent for email and SMS communications about Cholecap. Sarah selects the Email method on the Consent Summary screen to capture his consent. Dr. Ackerman receives an email with a link to confirm his consent. He selects the link, which displays a message listing the channels and products he opted in to and a button to confirm consent. He selects the confirmation button, which confirms his consent and displays a confirmation message.

Considerations

  • This functionality overrides Double Opt-In for all consent types related to the consent header
  • Requiring Signatures on Opt-Out is not supported. Customers can either require opt-out signatures or enable consent confirmation emails.

Configuring Consent Capture Using Confirmation Emails for All Channels

To enable confirmation emails for all channels:

  1. Ensure Consent Capture is configured.
  2. Grant the following permissions for the appropriate user profiles:
    • Consent Admins
    • Object

      OLS

      Record Types

      Field

      FLS

      Consent_Header_vodn/an/aAllow_Confirmation_by_Email_vodEdit

      Consent_Type_vod

      n/a

      n/a

      Double_Opt_In_vod

      Edit

      Multichannel_Message_vod

      CRUD

      Double_Opt_In_vod

      • Consent_Confirm_HTML_vod
      • HTML_Message_vod
      • Message_Identifier_vod
      • Name
      • RecordType

      Edit

      Multichannel_Route_vod

      Read

      • Consent_Confirmation_vod
      • Double_Opt_In_Confirmation_vod

      n/a

      n/a

      Sent_Email_vod

      n/a

      Double_Opt_In_vod

      Parent_Email_vod

      Edit

    • End Users
    • Object

      OLS

      Record Types

      Field

      FLS

      Consent_Header_vodn/an/aAllow_Confirmation_by_Email_vodRead

      Consent_Type_vod

      n/a

      n/a

      Double_Opt_In_vod

      Read

      Multichannel_Consent_vod

      n/a

      n/a

      • Sent_Email_vod
      • Consent_Confirm_DateTime_vod
      • Related_Transaction_ID_vod

      Edit

      Multichannel_Route_vod

      Read

      n/a

      • Approved_Document_vod
      • Country_vod
      • Default_vod
      • Language_vod
      • Object_vod
      • Record_Type_Name_vod
      • VExternal_Id_vod

      Read

      Sent_Email_vod

      n/a

      Double_Opt_In_vod

      Parent_Email_vod

      Edit

    • Approved Email Integration Users
    • Object

      OLS

      Record Types

      Field

      FLS

      Multichannel_Consent_vod

      n/a

      n/a

      • Sent_Email_vod
      • Consent_Confirm_DateTime_vod
      • Related_Transaction_ID_vod

      Edit

      Multichannel_Message_vod

      Read

      Double_Opt_In_vod

      • Consent_Confirm_HTML_vod
      • HTML_Message_vod
      • Message_Identifier_vod
      • Name
      • RecordType

      Read

      Multichannel_Route_vod

      Read

      n/a

      • Approved_Document_vod
      • Country_vod
      • Default_vod
      • Language_vod
      • Object_vod
      • Record_Type_Name_vod
      • VExternal_Id_vod

      Read

      Sent_Email_vod

      n/a

      Double_Opt_In_vod

      Parent_Email_vod

      Read

  3. Add the Allow_Confirmation_by_Email_vod field to the Consent_Header_vod object page layout.
  4. Navigate to the appropriate Consent_Header_vod record.
  5. Ensure the Status_vod field on the Consent_Header_vod object for the consent header record is not Active.
  6. Select the Allow_Confirmation_by_Email_vod check box field.
  7. Select Save.
  8. Set the Status_vod field on the Consent_Header_vod object for the consent header record to one of the following:
    • Active – displays consent channels and lines on the Consent Capture screen and prevents further editing
    • Staged – hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays
  9. Set up the consent confirmation email.

Using Confirmation Emails for All Channels

After toggling consent for the appropriate consent channels and consent lines on the Consent Capture screen, users can select the appropriate confirmation method in the Consent Confirmation Method section on the Consent Summary screen:

  • In-person – Capture signature
  • Email – Send confirmation email

Users can then select the appropriate email address and complete the Consent Capture process. If there is at least one opt-in consent, the confirmation email is sent to the selected email address. The confirmation email contains all the opt-in channels and lines captured in the same transaction. When the HCP confirms consent, all the channels and lines are opted in.