Recording consent for your contacts

Summary

Consent is an agreement between you and your contacts about your intentions with their personal data.

We let you to store this consent in a free Insight data collection called ConsentInsight.

Unlike billable Insight data, ConsentInsight does not count towards your data storage limit, which you can find in the 'Usage' tab of your account settings.

Manage_contact_ConsentInsight.png

Why should I record consent?

Consent is both a requirement of the GDPR and best practice.

You should want to know, in no uncertain terms, that the content you are sending your contacts is what they want and agreed to when they opted in. This way, you can make sure that contacts engage with and appreciate your content, and that they do not ignore it or worse (if it's an email campaign), put it in their spam folder. Otherwise, you risk affecting your sender reputation.

What can I store in ConsentInsight?

A single ConsentInsight record is formed of the following fields, for which you can provide the values:

  • Text: What contacts consented to. Use this field to record the answers to questions, such as:
    • Do your contacts want to receive your communications, and from which channels?
    • Do your contacts know what you do with their data?
    • Do you know how often your contacts want to be contacted by you?
  • DateTimeConsented: The date and time that your contacts consented to the contents of the Text field
  • URL: The URL that contacts gave you their consent from. For example, the URL of a signup form.
  • IPAddress: The IP address of the device your contacts used when they gave you their consent
  • UserAgent: The type of web browser that your contacts used when they gave you their consent
Please note: For every ConsentInsight record, a DateTimeCreated field is automatically created and given the value of the date and time, in UTC+00:00, that the ConsentInsight record was created.

You can store multiple ConsentInsight records against one contact, but we guarantee to display only the latest five ConsentInsight records, both in the app and in the ConsentInsight.json file when you export a contact.

How do I upload a ConsentInsight record for a contact?

You can upload a ConsentInsight record for a contact in the following ways:

If you want to upload a ConsentInsight record by importing contacts via an Excel or CSV file, you need to map your columns names to the following consent fields:

  • CONSENTTEXT
  • CONSENTURL
  • CONSENTDATETIME
  • CONSENTIP
  • CONSENTUSERAGENT

After you've uploaded a ConsentInsight record for a contact, you can view that record by going to the 'Insight data' tab of the 'Manage contact' page, and selecting the ConsentInsight collection from the dropdown. 

Limits for the values of ConsentInsight fields

If you've previously created an Insight data collection, values may be limited to 255 characters, otherwise values are limited to 1,000 characters.

Find out more about the restrictions for Insight data values.

Tips

  • Remind a contact what they consented to by using advanced personalisation to add the latest Text of a ConsentInsight record in an email campaign: {{ contact.insight.ConsentInsight[0].Text }}
  • Segment contacts by what they consented to, for example, by using the 'contains' filter on the consent text to find contacts who consented to different channels
Have more questions? Submit a request

Comments

  • Avatar

    Hi Jake,
    I've just tried to create a decision node in a program and unfortunately there is no option to find contacts using a "contains" filter on the consent text. The same is true when building a segment.
    The workaround is to use the "is equal to" filter but of course you must then include the whole text.
    The tips section of your article above refers to a "contains" filter which would be preferable as then I could build a rule with a filter which "contains" the text "email", rather than having to know for sure what the exact consent text is.
    Do you know if this functionality is going to be added soon?
    Many thanks,
    James

  • Avatar

    Hi James, the "contains" option is available to accounts that have had their insight storage migrated to our new Google BigQuery infrastructure. All accounts will be migrating, but if your need is pressing please speak to your account manager.