Create your consent template

How does it work?

The consent template contains pre-configured links so that your contacts can explicitly confirm their consent to receive your communications.

When a person clicks on one of the consent confirmation links in one of these blocks, a message will appear on the screen confirming their consent, and they will receive a confirmation email. You will also receive a copy of this email.

After clicking the consent confirmation link, the consent status of your contact will automatically change, in your account, from implicit to explicit. All information related to their consent will also be stored in our system, and you will be able to view it directly in the contact's profile. Learn more.

Default page displayed when the contact clicks the consent link:

Confirmation email sent to the contact:

 

Will my contact change groups after clicking the consent link? What happens if they don't click the consent link?

Whether your contact confirms their consent or not, they will remain in the same groups as before in your account. They will only be removed from your groups if they unsubscribe after receiving your message. The only thing that changes when your contact clicks the consent confirmation link is their type of consent.

To learn how to check the consent type of your contacts after your send, click here.

Difference between consent templates and consent blocks

Important note on how the consent block works versus the consent template:

Unlike the consent block, all contacts in the target groups of the mailing, whether they have implicit or explicit consent, will see your consent confirmation links. Before sending your consent template, you will need to prepare a group to send your template only to contacts who have implicit consent in your account. To learn how to create a send group for your consent request, click here.

How to create a consent template?

1. To create a consent template, go to the Templates menu and click on the + New Template button.
   In the pre-designed templates, at the very end, you will find the consent template category. Two templates are offered: one in French and one in English. Select the template you want to send based on your group's language by clicking the Choose button.
2. In the preparation of your letter, you can completely modify the text and add your logo. The important thing is to keep and not modify the hyperlinks, as these are the links that enable the consent process to function.
   Also, where you see the occurrences of the variable CLIENT_NAME in the template, there is no need to modify this text, as it is a variable that will be replaced with your company’s name at the time of sending (only during a real mailing, if you do a test mailing using the Test my mailing tool, you will always see the variable's text).
   
   Note: Our consent templates are all optimized to be compatible with most mobile platforms.
3. Click Save my template, give it a title, and confirm your action by clicking Save. Your consent template is now listed among your templates in the Templates section.
4. You will then only need to test your consent template before performing the final mailing.

Testing your consent template

 

1. First, create a test group where you can add your email address and maybe a few others, such as your colleagues' addresses.
2. Then, create a new mailing and select your test group.
3. You can then test your links.

Note: If you unsubscribe while testing the unsubscribe link, there is no problem. After clicking this link, you will receive an email confirming the unsubscribe. A re-subscription option will also appear in this email allowing you to re-subscribe.

Problems with consent confirmation links

You tested your template, but the consent confirmation links don’t work. Why?

• First, check whether it was a test mailing using the Test my mailing tool or a real mailing.
  To distinguish between a test mailing and a real mailing, look at the bottom of the received email. If you see in the footer that your subscription email is: example.org, then it is a test mailing.
  
  
  In a test mailing, it is normal that your consent confirmation links don't work, because your email is not associated with any contact. You are likely to see the message It is impossible to identify your request when you click on the link. To learn how to properly test your consent links, click here.
• Did you copy and paste the consent confirmation links to integrate them into your template?
  Be careful when copying and pasting consent confirmation links! If you didn’t do it correctly, your links will likely not work.
  
  Indeed, you should never copy consent confirmation links from a preview of a template or from a received email. When you copy the links this way, you modify their configuration.
  
  To avoid any issues, use the consent blocks that can be added to any pre-designed or base template, or use the pre-designed consent templates.

Customizing the consent confirmation page URL

It is possible to use a custom page on your website instead of our default page to confirm your contact's consent. Click here to learn how to do it.

Also see:

• What is the difference between a premade consent template and a consent block?
• Consent blocks
• Customize the URL of the Consent Confirmation page
• Contacts consent status
• Create a mailing group for your consent email