Capturing Consent Using Confirmation Emails for All Channels

Browser
iPhone
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
Sending Consent Capture Receipts with Approved Email is not supported when users select Email as the Consent Confirmation Method
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:

Ensure Consent Capture is configured.

Grant the following permissions for the appropriate user profiles:

Consent Admins

Object	OLS	Record Types	Field	FLS
Consent_Header_vod	n/a	n/a	Allow_Confirmation_by_Email_vod	Edit
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 RecordTypeId	Edit
Multichannel_Route_vod	Read	Consent_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_vod	n/a	n/a	Allow_Confirmation_by_Email_vod	Read
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	Consent_Confirmation_vod	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 RecordTypeId	Read
Multichannel_Route_vod	Read	Consent_Confirmation_vod	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

Add the Allow_Confirmation_by_Email_vod field to the Consent_Header_vod object page layout.
Navigate to the appropriate Consent_Header_vod record.
Ensure the Status_vod field on the Consent_Header_vod object for the consent header record is not Active.
Select the Allow_Confirmation_by_Email_vod check box field.
Select Save.
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
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.