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Academy - How do I create consent rules?

This article shows the steps for creating a consent rule within your Academy. It also details how to review client consent records and how clients can submit their consent.

In this article, we will show and advise you on how to create the following settings:

 

Creating a consent rule:

In Academy > settings > branding > consents you can create your new consent rule. When selecting "create" you can choose the title en fill in the description. For the description, use this guide: 

<a href="URL" target="_blank">LINK TEXT</a>
 
Example: 
I want to receive marketing e-mails, <a href="https://www.proagenda.com/pricing">see pricing here</a>
 
 

Where can I see who has given consent? 

  • Go back to the Dashboard.

  • Click on Clients to open the client list.

  • Check the Consents column to see the consent status for every client.

 

Where can my clients give consent?

When a client begins the registration process, they are redirected to your Academy URL. Once there, they click login, then choose the register option. At the bottom of the registration page, they will find your consent rule(s), which they can review and select before completing their account setup.

 

If you have any further questions about consent rules or need assistance with setup, feel free to contact us or schedule an online demo.