Custom Consents

Overview

Custom Consents is a feature within Introductions that allows you to collect additional consents as part of the Introductions form.

Custom consents are always marked as optional for the user to opt into and will always be unchecked by default.

Setting up Custom Consents

Custom Consents are added from the Introductions tab of the Settings area within the Admin Portal.  Scroll down to the Custom Consents section and you will see the consents that have been added to your account:

From here you can add additional consents by typing in the form field and pressing <Enter>.  You can also delete custom consents that are no longer required by clicking “Delete” on the consent you want to remove.

Note: Removing a consent will not delete the data associated with any contacts that accepted that consent as part of their Introduction.

Viewing consent information for a Contact

To see which custom consents were accepted when an introduction was made, click on the Contact from the Contacts list:

Only the consent(s) that were accepted at the time of the form being submitted will be shown here.

This data will also be included in any Contact CSV download within the column called consents.

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