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.
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
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.
In the Flow Builder page, click on the ‘Select Object’ button.
Under Object, type the object that will be modified, for example, Contact or Lead.
Add *Trigger the Flow When: as per your requirement, Set Entry Conditions if needed.
Click on the ‘Save’ button.
Add an Action element and search for ConsentService.
Select SMS-Magic: Create/Update Consent action and add appropriate values.
Join the nodes. Save the flow by clicking save. Give a name to the flow. Then save and activate the flow.
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
Consents Record Details
SMS-History - Confirmation Messages sent
