# SMS-Magic Converse Integration with Litify

> **Source**: [SMS-Magic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify)
>
> <p>The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.</p>

## Browse Collection

1. [Delete a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5337gE1C2pQ-delete-a-template.md) (Article)
2. [Change the Template Owner](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4zn32gkZEFw-change-the-template-owner.md) (Article)
3. [Edit a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2APLxMEISzM-edit-a-template.md) (Article)
4. [Create New Rich Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md) (Article)
5. [Create New Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md) (Article)
6. [Create a New Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yg40DIZ8img-create-a-new-template.md) (Article)
7. [SMS-Magic Setup & Installation - Litify](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/y70WRykxJic-sms-magic-setup-installation-litify.md) (Article)
8. [Overview - App Navigation](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yaDv2U8vifI-overview-app-navigation.md) (Article)
9. [Overview - Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GK9tsXRB0Rs-overview-facebook-messaging.md) (Article)
10. [Overview - converse desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5xkPV1QW3G0-overview-converse-desk.md) (Article)
11. [Workspace Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/NyQKm8SBYvg-workspace-overview.md) (Article)
12. [Setup Organization-Wide Email Address](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/EdwHQf2g65I-setup-organization-wide-email-address.md) (Article)
13. [Setup Email Services](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JyT4UcoQ5d0-setup-email-services.md) (Article)
14. [Email to Text – FAQs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wPdjy6Se0pc-email-to-text-faqs.md) (Article)
15. [Enable Notification](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gVjK4LLMsM8-enable-notification.md) (Article)
16. [Create an Email Template (Optional)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GV2DgVUAy6k-create-an-email-template-optional.md) (Article)
17. [Email To Text Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XN6XAeKDFt8-email-to-text-overview.md) (Article)
18. [Exporting Campaign Statistics](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ki2zOXoInUI-exporting-campaign-statistics.md) (Article)
19. [Email Notification on Campaign Failures](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JmsFn2VyLog-email-notification-on-campaign-failures.md) (Article)
20. [Accessing Error logs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ptti2DZ2AN0-accessing-error-logs.md) (Article)
21. [Abort Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/TGC2bTd4Z7k-abort-campaigns.md) (Article)
22. [Clone Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5wwlGpY0MJg-clone-campaigns.md) (Article)
23. [Schedule Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/vfYS73bU5uI-schedule-campaigns.md) (Article)
24. [Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/xusbm4l2PcM-overview.md) (Article)
25. [Edit Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bC4yTz2rkaU-edit-campaigns.md) (Article)
26. [View Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/IGqgZAdpmwg-view-campaigns.md) (Article)
27. [Campaign Results](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4wEDNPV7MM8-campaign-results.md) (Article)
28. [Create a Campaign](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1PrKW8L0WOA-create-a-campaign.md) (Article)
29. [Access Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DrBx1QgraF0-access-campaign-manager.md) (Article)
30. [Compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Z3t4S3wU3vI-compliance.md) (Article)
31. [Prerequisites](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DvdL66nbUgM-prerequisites.md) (Article)
32. [Overview - Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZuzUXsKtRGU-overview-campaign-manager.md) (Article)
33. [Overview - Converse Apps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/czyXDCpgaqY-overview-converse-apps.md) (Article)
34. [Overview - SMS Reports and Dashboards](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md) (Article)
35. [Introduction - Multichannel compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/04Z1badp4Dc-introduction-multichannel-compliance.md) (Article)
36. [Schedule Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2TkKQ4FjHg8-schedule-bulk-sms.md) (Article)
37. [Send Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4s6vXaUqrjM-send-bulk-sms.md) (Article)
38. [User Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/En3lMlNjU8Y-user-management.md) (Article)
39. [License Feature Access](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/49nnhu7L60g-license-feature-access.md) (Article)
40. [Message Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Su3AwPRgXPQ-message-configuration.md) (Article)
41. [Sender ID and Assignment](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8gbbufQ5jqM-sender-id-and-assignment.md) (Article)
42. [Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4DvfPbEyZ2k-conversations.md) (Article)
43. [Permission Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/w1eIDTRHdfs-permission-management.md) (Article)
44. [Send a New Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9hK9A3bUn38-send-a-new-message.md) (Article)
45. [Configure Audit Database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/QMJ64yDKKTM-configure-audit-database.md) (Article)
46. [Configure Consent Method](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gzfdHlh1mz4-configure-consent-method.md) (Article)
47. [Create Double Opt-In Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/90wXodwrqE4-create-double-opt-in-configuration.md) (Article)
48. [Configure Keywords](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/uBHbOm8A3Lc-configure-keywords.md) (Article)
49. [Introduction - Create consent database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wL2BaO1wGms-introduction-create-consent-database.md) (Article)
50. [Create Consent Automatically](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Jrl8GNxod6s-create-consent-automatically.md) (Article)
51. [Create Consent Manually](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/puDbtlWTQ6s-create-consent-manually.md) (Article)
52. [Create Consent programmatically(via apex)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/o3SyX3a9MgE-create-consent-programmatically-via-apex.md) (Article)
53. [Importing Existing Consents](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XKPoxXHQoHs-importing-existing-consents.md) (Article)
54. [WhatsApp Channel Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KQkVMV4xcvE-whatsapp-channel-overview.md) (Article)
55. [Understanding WhatsApp Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yUGt1h9XkPc-understanding-whatsapp-messaging.md) (Article)
56. [Steps to get started and configure WhatsApp-enabled business number](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md) (Article)
57. [Creating WhatsApp Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3dasNhzayr0-creating-whatsapp-templates.md) (Article)
58. [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md) (Article)
59. [FAQ's](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Cidn1i3Qf1Q-faq-s.md) (Article)
60. [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md) (Article)
61. [Configurate Notifications for New Conversations ](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md) (Article)
62. [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md) (Article)
63. [Send a Message from Record Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1jrUmcJUjJA-send-a-message-from-record-details.md) (Article)
64. [Send a Message from Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PqODCulW220-send-a-message-from-converse-inbox.md) (Article)
65. [Reply to a Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Bxv7oh1vfCg-reply-to-a-message.md) (Article)
66. [Send a Multimedia Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/92Pc4EokREo-send-a-multimedia-message.md) (Article)
67. [Filter Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W45yp40aY6Q-filter-template.md) (Article)
68. [Search Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yzPDtPFSP2Y-search-template.md) (Article)
69. [Litify Configuration Use Cases](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/6SGJly0oBEM-litify-configuration-use-cases.md) (Article)
70. [Features Available as per the Selected Plan](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/0hLwVF36BTw-features-available-as-per-the-selected-plan.md) (Article)
71. [Configuring User Profiles](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/eE63F7rmLlM-configuring-user-profiles.md) (Article)
72. [Search Conversations in Converse Desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bVmBx8fqtvY-search-conversations-in-converse-desk.md) (Article)
73. [Creating Facebook Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/OpODtN7sRCA-creating-facebook-templates.md) (Article)
74. [Add Navigation Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/mdK3Q4cw4DU-add-navigation-bar.md) (Article)
75. [Create a New Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/F8demj8m7O8-create-a-new-converse-app.md) (Article)
76. [Converse Dashboard - User](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ql1r9wYNQZE-converse-dashboard-user.md) (Article)
77. [SMS-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md) (Article)
78. [Url shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/qwsWNqyfi88-url-shortening.md) (Article)
79. [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md) (Article)
80. [Pick & Choose - Additional configurations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CGZu3H2lxhc-pick-choose-additional-configurations.md) (Article)
81. [Converse Dashboard - Team](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9A2hqn09NN8-converse-dashboard-team.md) (Article)
82. [Add Message Flow](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/7mc4vpLvJgI-add-message-flow.md) (Article)
83. [Understanding Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/hYsmf7yj9eU-understanding-facebook-messaging.md) (Article)
84. [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md) (Article)
85. [Manual Sync-up of System Settings](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/HavUvP6w6pk-manual-sync-up-of-system-settings.md) (Article)
86. [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md) (Article)
87. [Converse Dashboard - Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/lUnQ794NTWI-converse-dashboard-messages.md) (Article)
88. [SMS Magic - System Update Notifications](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Xhr8aykESO4-sms-magic-system-update-notifications.md) (Article)
89. [Use Action Key](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Tmw60vWC9jg-use-action-key.md) (Article)
90. [Connect Production Accounts from Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md) (Article)
91. [Expiring Short Links](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/A33NDXg4j44-expiring-short-links.md) (Article)
92. [Conversations in Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/U6RVM28z6zE-conversations-in-converse-inbox.md) (Article)
93. [Overview - Configure Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PUEE4m3s57U-overview-configure-converse-inbox.md) (Article)
94. [Search Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/J6VmwmfZofI-search-converse-app.md) (Article)
95. [Deleting Short URL](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/rqn1sHIEOiE-deleting-short-url.md) (Article)
96. [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md) (Article)
97. [Overview - Analytics Dashboard](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jbuXJpvfZO8-overview-analytics-dashboard.md) (Article)
98. [View Conversation Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bf3b4wqG9V4-view-conversation-details.md) (Article)
99. [Connect Salesforce Sandbox from Workspace
](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md) (Article)
100. [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md) (Article)
101. [Steps to Configure Sender ID and Message Templates in SMS-Magic Converse](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md) (Article)
102. [Automation of URL Shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VZAWGOVVLrE-automation-of-url-shortening.md) (Article)
103. [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md) (Article)
104. [Trigger a Message Action from Flows](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2eP2qVjhGsc-trigger-a-message-action-from-flows.md) (Article)
105. [Consent Status](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CoYxwuXZF2E-consent-status.md) (Article)
106. [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md) (Article)
107. [Upgrade Package Version From Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md) (Article)
108. [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md) (Article)
109. [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md) (Article)
110. [URL Tracking](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/C0sKiaNR2ic-url-tracking.md) (Article)
111. [Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8pkHQBzuRpQ-conversation-filters.md) (Article)
112. [Opt-Out Analysis](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/48GUSi283Q8-opt-out-analysis.md) (Article)
113. [Configure Custom Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/aTs1hvOko5I-configure-custom-inbox.md) (Article)
114. [Overview - Configure SMS Buttons](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/h0Bn1UxXtvo-overview-configure-sms-buttons.md) (Article)
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---

# ARTICLE: Create Consent Automatically

## METADATA

- id: F347dyLHK7k7Uzn4Lr2UTg
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Jrl8GNxod6s-create-consent-automatically

- collection_url: https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify

## CONTENT

### 1.1 Create Consent Automatically

### 1.1.1 Overview

You would need to create a consent record for contacts for the following scenarios:

- When explicit consent is obtained via the website, email, or mobile handset captured at the object record level.
- When explicit consent is obtained via contract or paper forms.

**Consent Obtained via Website, Email, or Mobile Handset**

We recommend that you use a process builder and create the consent record automatically when the record is created or edited. Write a process builder as given in the following section on record creation and create a consent record.

Please note, that when records are created via non-mobile handsets such as web forms, one needs to get the opt-in via a mobile handset. This process of confirming consent via mobile handset by contact created by web forms is called Double Opt-in.

To initiate a double opt-in, the admin needs to use the Confirmation Config field and add Compliance Status to Pending to initiate a double opt-in process. One can find Confirmation Config under Converse Settings > Multichannel Compliance > Double Opt-In & Other > View Details.

*[Image]*

**Consent Obtained via Contract or Paper Forms**

If you need to capture the consent continuously and whenever the records are created or edited, we recommend the same process of configuring the flows. You must use the comment fields when creating a consent record so that during the audit process you can confirm the source of the consent.

### 1.1.2 Configuring Flow

1. Under Setup, click on the **‘Flows’** and then click on the ‘New Flow’ button. The New Flow pop-up window appears. Select Record-Triggered Flow and click on Create.

*[Image]*
2. In the Flow Builder page, click on the ‘**Select Object**’ button.
3. Under Object, type the object that will be modified, for example, Contact or Lead.
4. Add ***Trigger the Flow When**: as per your requirement, Set Entry Conditions if needed.
5. Click on the ‘Save’ button.

 *[Image]*
6. Add an Action element and search for ConsentService.
7. Select **SMS-Magic: Create/Update Consent** action and add appropriate values.** ** 
*[Image]*
8. Join the nodes. Save the flow by clicking save. Give a name to the flow. Then save and activate the flow.

*[Image]**[Image]*

**Field**

**Description**

Action

Select the non-handset source from which you want to create consent records. The current version provides a Manual as the only available source.

Apex Class

Select Apex class as “smsmagicinteract__ConsentService”

**Set Apex Variables as mentioned below**

Mobile Number

Select the Mobile Number that is selected as the consent parameter for creating the consent record.

Sender ID

Select the Sender ID that will be used to create the consent record.

This field is important only if you select Sender ID as one of the parameters for creating the consent record. You may skip this field if it has not been defined as a parameter in your compliance configurations. In such a scenario consent record will be created irrespective of the Sender ID the request is received from.

ContentName

Select the content type for which the consent request will be created. You may skip this field if content type is not selected as a parameter to collect consent requests in your compliance configurations

channelCode

Pass the channel code for which consent is to be created. If the channel Code is not sent, the system will by default consider it as SMS. Channel Code for SMS (1), Facebook (2), and WhatsApp (3).

sendConfirmation

Select this value as true if you wish to send a confirmation message. Select this value as false if you do not wish to send a confirmation message.

Compliance Status

You can put the compliance status values as a string, the consent status that shall be recorded i.e. Opt-Out, Opt-In, or Pending, etc. 

commentMsg

Add a text on how the consent was obtained.

recordId(Object Lookup)

You need to add an object-specific reference to the record ID field.

### 1.1.3 Consent Details

*[Image]*

**Consents Record Details**

*[Image]*

**SMS-History - Confirmation Messages sent**

*[Image]*