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This guide has been reviewed against our global client base and classed as relevant to the UK only

This page explains the different marketing consent status options - what they mean and where they can be changed

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Note

Using AgencyCloud does not guarantee GDPR compliance, you should always follow your own corporate process to ensure this.

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Note that consent for marketing does not affect property matching

1. Changing marketing consent

Marketing Consent is stored

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on the

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contact record

  • Click Marketing Consent and choose the required option

  • After changing the consent setting, a journal entry will be added, stating when it was changed and who by

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titleJournal entry on contact record

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2. Reporting on marketing consent

See Related articles links below for some Power Report examples

  • Create a new Power Report, choosing Contact Report as the report type

  • Select Marketing consent

  • Pick from the Marketing consent is criteria options

  • Click Pick Contact Criteria to return to the previous screen where more options can be chosen (such as adding Office criteria or a Linked Record) along with the option to Run Report

For more information on building Power Reports, click here

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As well as setting Marketing Consent on the contact record, it is possible to apply individual levels of consent to mailings/events within

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the Categories & Mailings screen (also on the contact record)

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This can be used when a contact has denied consent for general marketing but has expressed interest in specific publications

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- or the reverse

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, where a contact has consented for marketing but has requested to not receive items on specific subjects

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Use the Categories & Mailings screen in the contact record to specify individual requirements

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- any mailings that a contact chooses to opt out of is recorded, along with the date it was changed

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An explanation of the different marketing consent status options on AgencyCloud - what they mean and where they can be changed