Sending a consent email to a group

You can automatically create and update consent records for multiple persons or leads by sending a consent email to a group containing Person or Lead records. For more information about consent records, see Recording consent that you may send marketing materials.

1. Create or open a group containing Person or Lead records.
2. Click New Consent Email.
3. Under Consent details, complete the consent fields. For more information, see Consent fields.
4. Under E-mail Options, from Template, select the Person Consent Email or Lead Consent Email template.
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When a recipient clicks the hyperlink containing this variable, the consent record status is changed to Withdrawn.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 to a group, the variables are transformed into URLs unique to each recipient.

   Do not delete these hyperlinks or change the variables, because they are used to update the status of the corresponding consent records in Sage CRM.
6. Complete the remaining email fields. For details, see Sending a mass email to a group.
7. To send the email to the group, click Send Email and click OK.

   When you send a consent email to a group, Sage CRM automatically creates a consent record for each Person or Lead record in that group. Sage CRM automatically updates the consent record status based on what link each recipient clicks in the consent email.