Consents tracking

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  • partomas
    Active Community Member
    • Sep 2018
    • 331

    Consents tracking

    If you plan to or are currently maintaining an emails, newsletters in CRM, you’re legally required to have a Emails or Newsletter consent and comprehensive privacy policy in place as you are collecting personal data. To get this consents is one Job, but how and where to store them in proper way is a feature request for CRM.​

    There are a functionality to Opt-Out from MassEmails, but how and where we can track and manage it? The next important aspect is to have a logs of how and where we got consent, before customer will Opt-Out. In the same time we need a way to track when customer opted-out and to give them a chance to Opt-In back by logging all these changes. We have to have the prove about his consent changes history to the customer.

    It’s actual for consents about agreement of privacy policy as well.

    So we need a module where we can log all customer consents to be in align with a legal requirements and in the same way it should have integrated mail Opt-Out functionality to track the changes.​

    There are a way how we collect different consents in external forms.​

    Click image for larger version

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    p.s.There are more useful tips about taking consents https://www.iubenda.com/en/help/5640...mpliance-guide
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