Sending a consent email to a person or lead

You can automatically update the status of a consent record for a person or lead. To do so, you need to send a consent email. Your recipient can use the links in the email to either agree to receive marketing materials, or decline your request. When a recipient clicks a link in the consent email, the status of the corresponding consent record is automatically updated in Sage CRM.

To send a consent email to a person or lead:

1. Find and open the person or lead to whom you want to send a consent email.
2. Create or open a consent record. For details, see
   • Creating a consent record
   • Viewing a consent record
3. Click New Consent Email.
4. In the email window that opens, from Template, select the Person Consent Email or Lead Consent Email.
5. Edit the email body if necessary.

   By default, the email body includes two hyperlinks containing the following variables:

   • %CRMSubmitConsentLink% When a recipient clicks the hyperlink containing this variable, the consent record status is changed to Consented.
   • %CRMSubmitConsentLink%&status=1 When a recipient clicks the hyperlink containing this variable, the consent record status is changed to Withdrawn.

   When you send a consent email, the variables are transformed into URLs unique to the recipient.

   Do not delete these hyperlinks or change the variables, because they are used to update the status of the corresponding consent record in Sage CRM.
6. Complete the remaining email fields. For details, see Sending an email.
7. Click Send Email.