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Capture a Customer's Consent and Communication Preferences

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Capture a Customer's Consent and Communication Preferences

Update the communication subscriptions and channel preferences of healthcare professionals (HCPs) directly from an account’s record page. Plan and execute your outreach strategies better by seeing an HCP’s consent status and communication preferences, all in one place. Capture consent directly from an Account or a Visit record page using the Capture Consent quick action.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To view and edit consents on the web and mobile app:

Life Sciences Field Sales Representative

OR

Life Sciences Field Medical

OR

Life Sciences Key Account Management
  1. From the App Launcher, find and select Life Sciences Commercial.
  2. Click Accounts.
  3. From the list of accounts, select the one you want to update consent for.
  4. In the Account Record page, select the Capture Consent quick action. Alternatively, you can click the Consent tab, and then click Edit.
  5. Select the radio buttons to update channels and subscriptions as needed.
  6. To upload any files, click Manage Attachments, and then click Upload Files to select an attachment.
  7. Add a channel value.
    1. Click Manage Channels, and then click +New.
    2. In the New Channel window, select the channel type and the channel value.
    3. To add a new channel value, click +New Value and enter the contact point value details.
      You can create values for contact point email, contact point social, and contact point phone.
  8. Edit an existing channel value.
    1. In the Manage Channels window, click Consent page edit icon to edit the channel.
    2. Select a channel value.
    3. To add a new channel value, click +New Value.
  9. Save your changes.
  10. Acknowledge the terms and conditions and select I Agree.
  11. To send a confirmation email to your users, select Send email consent confirmation.
  12. Save your changes.

See Also

 
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