Congrats!

You now understand how Vault CRM's consent model keeps your Approved Email activity compliant, respectful, and uninterrupted. Sarah can go into any call knowing the system has her back — and so can you.

Learn More About Consent Capture

Now that you know how to use Consent Capture for Approved Email to benefit your organization, you might be interested in learning more about setting it up and other ways to integrate Approved Email with Consent Capture. You can start here:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge 1 - Capture consent from Approved Email

You are a field user calling on an HCP who previously unsubscribed from Natevba emails. During your visit, the HCP tells you she'd like to start receiving your digital content again. You want to send her a Natevba email right after the call. Complete this task without leaving the Approved Email workflow unnecessarily.

  1. Navigate to the appropriate account record in Vault CRM.
  2. Select the All Actions button.
  3. Select Send Email.
  4. Select an email template to compose an Approved Email.
  5. Open the selected email template.
  6. Select the ineligible HCP recipient.
  7. Select the All Actions button.
  8. Select Consent Capture to capture consent.
  9. Toggle the Natevba toggle.
  10. Select Continue.
  11. Confirm the consent and select Continue.
  12. Select Finish to return to Approved Email.
  13. Send the email.
  14. Verify that the Sent Email record displays in the Sent Emails related list for the account.