Configuring communication consent for VGM & the booking system

Table of Contents

To configure the communication consent sections within your booking system, navigate to Config > Settings in the top menu, and select the “Messaging” tab.

Configuration Options

The default consent duration, in months. Consent expiry will be calculated based upon this value. Adding consent within VGM will default the expiry date to this number of months past the current date.

SMS / Email Label

The labels that display next to the SMS and Email checkboxes within the booking system. Suggestions for this field would be simply “SMS” or “Send me SMS Messages”.

Pre-tick

Whether or not the SMS and Email checkboxes within the booking system are pre-ticked by default when loaded. GDPR guidelines require that consent checkboxes are opt-in, therefore not pre-ticked by default, so we recommend leaving these un-ticked.

https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/consent/

Preamble

The preamble is the text that appears before the SMS and Email checkboxes within the booking system. You may wish to customise this to be more specific about which types of messages are affected by granting or withholding consent.

Privacy Policy

The Privacy Policy will display within the booking system alongside any request for communication consent. Privacy policies contain important information about how you collect, store, and use data from your customers. Customers will expect you to follow your privacy policy when handling any of their data.

Configure consent management expiry warnings

In the Communication Consent Management grid, we use a traffic light system to allow you to easily identify potential issues with communication consent within your customer base.

A green consent date means that you currently have consent to send to that customer. A red consent date means that the consent for that customer was never granted, has expired, or has been revoked. An amber consent date means that you have valid consent for that customer, but that it will expire soon.

By default, the Amber warning will display if the consent is due to expire within the next three months. However, you can adjust this warning threshold to suit your own purposes.

To adjust the Consent Expiry warning threshold, open the Consent Management window and click on the “Config” button in the top-right of the window. In the configuration window, make sure that “Show Expiry Warnings” is ticked, and then adjust the Expiry Warning Threshold to your desired value in weeks. Click “Save” to apply your changes.