Displaying Opt-Out Disclaimer Text

  • Browser
  • iPad
  • iPhone

Consent admins can define opt-out disclaimer text to display when an HCP grants opt-out consent. This provides additional clarity to the account about opting out of the specified channel or line.

For example, Sarah Jones visits Dr. Clinton Ackerman and wants to capture his consent for email. Dr. Ackerman opts into Cholecap emails but opts out of Restolar emails. On the consent review screen, Dr. Ackerman views both the opt-in disclaimer for Cholecap and the opt-out disclaimer for Restolar before confirming his consent changes.

Configuring Opt-Out Disclaimer Text

  1. Grant the following permissions:

    2. Object

    Field

    Consent Admin

    End User

    Consent_Type_vod

    Opt_Out_Disclaimer_Text_vod

    Edit

    Read

    zvod_Opt_Out_Consent_Line_vod

    Edit

    Read

    Multichannel_Consent_vod

    Opt_Out_Disclaimer_Text_vod

    		 Edit

    Edit
  2. Add the following fields to the Consent_Type_vod page layouts for all record types:
    • Opt_Out_Disclaimer_Text_vod
    • zvod_Opt_Out_Consent_Line_vod
  3. Add the Opt_Out_Disclaimer_Text_vod to the Multichannel_Consent_vod page layouts for all record types.

Displaying Opt-Out Disclaimer Text

Ensure the Status_vod field on the related Consent_Header_vod record is not Active before making any changes.

Consent admins can populate the Opt_Out_Disclaimer_Text_vod field on a Consent_Type_vod record. The following HTML tags are supported:

  • Paragraph – <p>, can set the dir attribute to rtl to ensure punctuation for right-to-left languages displays correctly
  • Line break – <br>
  • Bold – <b>
  • Italics – <i>
  • Underline – <u>
  • Ordered and unordered Lists – <ol>, <ul>, and <li>
  • Hyperlinks – <a>, must have the target attribute set to _blank
Set the Status_vod field on the related Consent_Header_vod 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

When an HCP grants at least 1 opt-out consent, the opt-out disclaimer text displays on the consent review screen.