Modifying the consent email templates

Sage CRM provides two built-in templates for creating consent emails:

  • Lead Consent Email. Creates consent emails for leads.
  • Person Consent Email. Creates consent emails for persons.

To modify these templates:

  1. Go to <My Profile> | Administration | Email And Documents | Email Templates.
  2. Click the template you want to modify.
  3. Modify the template as necessary.

    By default, the template body contains two hyperlinks pointing at the following URLs:

    URL (http:// or https://)

    Description

    %CRMSubmitConsentLink%

    When a recipient clicks this hyperlink, the consent record status is changed to Consented.

    If Sage CRM is accessible externally via a Fully Qualified Domain Name (FQDN), you must change this URL to the following alternate format:

    <server public address>/<instance name>/eware.dll/
    SubmitConsent?consentId=%CRMConsentId%

     

    In this format, replace the <server public address> and <instance name> placeholders with the actual Sage CRM server address and Sage CRM instance name.

     

    Example:

    http://myserver.mydomain.com/crm/eware.dll/
    SubmitConsent?consentId=%CRMConsentId%

    %CRMSubmitConsentLink%
    &status=1

    When a recipient clicks this hyperlink, the consent record status is changed to Withdrawn.

    If Sage CRM is accessible externally via a Fully Qualified Domain Name (FQDN), you must change this URL to the following alternate format:

    <server public address>/<instance name>/eware.dll/
    SubmitConsent?consentId=%CRMConsentId%&amp;status=1

     

    In this format, replace the <server public address> and <instance name> placeholders with the actual Sage CRM server address and Sage CRM instance name.

     

    Example:

    http://myserver.mydomain.com/crm/eware.dll/
    SubmitConsent?consentId=%CRMConsentId%&amp;status=1

    Do not delete these hyperlinks, because they are used to update the status of the corresponding consent record in Sage CRM.
  4. Click Save.