Enabling Marketing Consent for your Event

How to set up atEvent to capture marketing consent for compliance with GDPR, CCPA and internal policies

Marketing Consent allows event reps to capture consent from leads during the capture process. Use Marketing Consent to ensure you use captured personal information in compliance with regulations such as the General Data Protection Regulation (GDPR) or California Consumer Privacy Act (CCPA), as well as your organization’s own policies.

This article contains the following sections:

  • Short Video explaining Marketing Consent
  • Enable Marketing Consent for your event

  • Mapping Marketing Consent in your MA/CRM Configuration

A. Short Video explaining Marketing Consent

 

B. Enable Marketing Consent for your Event


1. From the company dashboard go to your Event page by clicking on it in the event list.

1. Select Event-Mac.fw-1

2. On the event page click the “Edit” button in the upper right.

2. Edit Event-Mac.fw-1

3. Scroll down until you find "Will your event require Marketing Consent?". To enable Marketing Consent (GDPR) toggle the radio button to “Yes” (default set to “No”)

3. Enable GDPR-Mac.fw-1

4. Complete Consent Language Details by the following steps:

   a. Enter the Consent Language in the provided text box. This privacy language can be                   customized by your company’s legal team. This is typically a short message that clearly               states what kind of communications the contact can expect or is agreeing to. Optionally             add a hyperlink to your existing Consent Language via the insert hyperlink 4._Link_icon.fw icon. This           feature can be used to include a link to your Privacy Policy or Terms of Use to comply                 with CCPA’s “Right to Notice” requirement. Leads will be able to visit the associated page           from right within the mobile app before providing consent, without interrupting the flow of         lead capture.
   b. Enter the Agreement Statement
   c. Enter the Disagreement Statement
   d. Enter an Optional Opt-In Statement (Not Required)
   e. Require a Signature for Agreement. This is enabled by filling in the checkbox

4. GDPR Consent Language-Mac.fw-5

5. Once you have finished steps 3 and 4 scroll down to the bottom of the page and click “Save”. 

Your event’s Marketing Consent (GDPR) setup is now complete.

Tip: At a minimum your Marketing Consent setup will need both an agreement and disagreement statement. It is up to your admins to decide whether or not to additionally include opt-ins as well as signature capture

C. Mapping Marketing Consent in your MA/CRM Configuration

Regardless of the language chosen for the agreement and disagreement statements, the value that gets passed when mapping the Marketing Consent field to an MA/CRM field is either “true” or “false.”

There are two fields to map for marketing consent:

  • Marketing Consent passes “true” if the user has selected the agreement statement, and “false” if the user has selected the disagreement statement.
  • Consent Opt-Ins passes a string containing all of the selected opt-ins delimited by a semicolon (;).  For example, “Phone; SMS; Email”.

Marketing Consent-at-Capture is offered as an add-on feature. Please contact Customer Success at customersuccess@at-event.com for access to this feature.