Consents

Learn how the Consents module helps you manage user consent preferences, from creating consent types to tracking consent events and using them in reactors.

About the Consents module

The Consents aspect of the Marketing module allows you to create opt-in or opt-out options for your users, enabling you to gather consent preferences for things like marketing activity. You can specify whether a consent is required or optional, meaning a user must give this consent during sign-up or to participate in your program.

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Creating a consent type

You can create consent types using the Loyalty Console. Each consent type includes the following information:

• Consent name: An internal reference for the consent (e.g., “Email Marketing”).

• Required status: Specifies whether the user must give the consent to participate in your program.

• Priority: If multiple consent types exist, this determines the order in which the consents are displayed (higher numbers appear higher on the list).

• Translations: Each consent must include at least one translation, which is the message displayed to users (e.g., “Sign up for our email newsletter to receive exclusive offers”). You can add multiple translations to display the consent message in a user's local language.

Editing a consent in the Loyalty Console

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Using consents in the Loyalty Engine

You can use Consents in the Loyalty Engine in the following ways:

• Events & Reactors: When a user gives or revokes a consent, a CONSENT_GIVEN or CONSENT_REVOKED event is recorded in their event stream. This event payload includes the specific consent type that was given or revoked. You can use these events to create reactors that trigger actions when a user gives or revokes consent.

• Audiences: Consent preferences can be used as an Audience query builder.

• Users: The consents a user has given are displayed on their profile under the Consents tab in the Loyalty Console.