Custom consents can be used, unsurprisingly, to capture consent from consumers. We support the following consent types:
Marketing opt-in
Terms and conditions
Privacy Policy
Cookie Consent
Consents are made up of two parts: the basic settings and the copy settings (how the consent is displayed to a consumer).
In order to configure consents, log in to Campaign Manager and navigate to Settings > Consents and click the Create consent button.
Basic settings
Let's first cover some of the basics and terminology around consents. When creating a consent, you provide the following information:
Consent name (an arbitrary name you can assign and get back throughout the product)
Data handler - set who owns the consent. This is usually the brand themselves, but we do support third-party data handlers, more on that below.
Consent type - choose from the four supported consent types above
Required - set whether the consent is required in order to receive a sample
Double opt in - set whether the consumer needs to confirm their consent via email in order to receive a sample
Custom consent key - an optional setting for Facebook lead only. Allows you to configure a custom consent key, which is then used to assist brands downloading data from Meta directly
Note, double opt-in is only intended for use with marketing opt-in consents. You should leave this set to No for other consent types.
Copy settings
You can configure the copy/display text for a consent in more than one language, which means you can have a single consent that can be utilised across many territories. This keeps things consistent and clean on the SoPost side, and reduces the amount of duplication in setting up consents.
When creating copy settings, you first need to select a language to configure from the drop down:
You can add additional languages later.
Once you've selected a language, three additional input fields appear.
Label
The copy to display next to the consent checkbox. Supports markdown for including hyperlinks.
Note, not all activation types support displaying hyperlinks in the consent label.
Disclaimer
An optional disclaimer to show next to or underneath the consent label. Supports markdown for including hyperlinks.
Note, not all activation types support showing the disclaimer copy.
Required error
The message to display to a consumer if they attempt to submit a form without providing consent to a required consent. Markdown is not supported here.
About data handlers
Data handlers is complex but important topic to understand. A data handler specifies who owns the consent data. In most cases, the brand will own the consent, but in some cases brands work with third parties such as retailers to run co-op campaigns.
In those co-op campaigns, the retailer may want to capture marketing opt-ins for their own newsletter, alongside the brand capturing a consent for their own purposes.
In the above scenario it is important we set up consents with the correct data handler. Now, every brand account has a single data handler for the brand by default. If a brand is working with a third party that wishes to collect consents as part of their campaign, you'll need to do two things:
Create an organisation and sub-organisation for the third party retailer
Raise a helpdesk ticket to create a third-party data handler in the brand sub-organisation
Let's go over that last bit in more detail. Say the co-op campaign is being ran from the brand account, we need to create a third-party data handler for the retailer in the brand account. That allows you to set up a consent for the third-party in the brand account and include it in an activation.
Why are data handlers so important?
If the brand or third-party retailer incorrectly assumes that consent data is for them, and they download the data from SoPost and use it to add consumers to their marketing list, it could land both them and SoPost in hot water. It is really important we set data handlers up correctly.
🚨 If you have any doubt about setting this up, reach out to the product team for guidance.
Editing consents
Consents can be edited up until the point that you've collected leads or orders. Once a lead or order using that consent has been collected, the consent cannot be edited because you need to be able to ensure that you know exactly what wording and settings a person has agreed to.
To edit your consent after leads or orders have been collected against it, create a new one and edit the consents on each of your journeys.
Adding consents to an activation
Once you've set up your consent, the final step is to include it in a future activation. To do this, check this article out.