Congrats!

You've followed Amy through the full process of configuring Consent Capture for her organization — from laying down the core structure with Consent Headers, Types, and Lines, to fine-tuning the screen experience, setting consent durations, building custom channels, and choosing the right confirmation methods for her team's workflows.

The decisions Amy made aren't just technical configurations — they're choices that protect her organization's compliance posture, give HCPs a clear and trustworthy consent experience, and give field reps a process that's practical and built around how they actually work.

Learn More About Consent Capture

Now that you know how to customize Consent Capture to benefit your organization, you might be interested in learning more about the details of Consent Capture. You can start here:

Flight Simulator

Let's put it all together. Your company promotes three products — Natevba, Labrinone, and Restolar — in the United States (English). Your field team uses Approved Email. Your compliance team has the following requirements:

  • Email consent must be captured at the product level
  • Approved Email consent expires at the end of each calendar year
  • HCPs can only opt in to or out of individual channels and lines
  • When a rep updates an HCP's email address, the rep must capture consent for the change
  • For remote interactions, reps can send a confirmation email to confirm opt-in consent

Challenge 1 - Build the Consent Header

In your sandbox, create a Consent Header for United States / English. Set it to Staged status, and configure it so that:

  • Global subscription buttons are disabled
  • Channel source edits require consent capture to complete
  • Confirmation by email is enabled

[arcade]

  1. Navigate to Business Admin > Objects > Consent Headers.
  2. Select Create.
  3. Enter the name.
  4. Set the Country to United States.
  5. Set the Language to English.
  6. Set Consent Header Status to Staged.
  7. Set Subscription Option to 1 to disable global buttons.
  8. Select the Reject Channel Source Edit on Cancel checkbox.
  9. Select the Allow Confirmation by Email checkbox.
  10. Save the record.

Challenge 2 - Build the Approved Email Consent Type and Consent Lines

Within your new Consent Header, create an Approved Email Consent Type with an expiration of End of Calendar Year and explicit opt-out as the default. Then create three Consent Lines, one each for Natevba, Labrinone, and Restolar, and set their display order to 1, 2, and 3 respectively.

[arcade]

  1. Select Create in the Consent Types section of the Consent Header record.
  2. Select the Approved Email object type.
  3. Set Default Consent Type to Explicit.
  4. Set Consent Expires In to End of Calendar Year.
  5. Save the record.
  6. Select Create in the Consent Lines section of the Consent Type record.
  7. Select the Product object type.
  8. Set the Product to Natevba.
  9. Set Display Order to 1.
  10. Save the record.
  11. Repeat for Labrinone (display order 2) and Restolar (display order 3).
  12. Navigate back to the Consent Header.
  13. Set the Consent Header Status to Active when ready to go live.