Configure Consent Tracking for Specific Accounts in Community Hub

If your association complies with various data protection and privacy regulations, you may need to ask only specific constituents to provide consent. This recipe serves as one example of how you might display a marketing consent alert only to residents in certain European countries, with a button to provide consent.

Recipe Prep

Keep these things in mind:

• You have gone through the steps to Enable Data Protection and Privacy

• You are aware of the Consent Tracking recipe and how it configures consent tracking for all constituents, whereas this recipe is for specific constituents

To make this recipe, you should understand:

• How to Create a Flow (external)

• How to Create a Card

Ingredients

You will mix these ingredients together to make this recipe:

Directions

Create Custom Consent Fields

Custom consent fields track whether constituents have consented to having their data used for marketing purposes.

1. Create the following custom fields on the Contact object:

   Field Label	Suggested API Name	Field Type	Description
   Consented to Marketing	ConsentedToMarketing	Checkbox	If true, the constituent has consented to having their data used for marketing purposes.
   Last Consented to Marketing Date	LastConsentedToMarketingDate	Date	The date the constituent either gave or did not give consent to having their data used for marketing purposes.

   
   

Create an Autolaunched Flow and Button to Run the Flow

1. Using Cloud Flow Designer, create the MarketingConsentProvided flow:
   

   1. Create SObject resources with the following values:

      Resource Type	Unique Name	Input/Output Type	Object Type	Description
      SObject Collection Variable	InputSObjects	Input Only	Account	The account records passed in as inputs from the Marketing Consent Provided button.
      SObject Variable	CurrentAccount	Private	Account	The current iteration in the loop through the InputSObjects SObject collection variable.
      SObject Collection Variable	AccountsToUpdate	Private	Account	The temporary SObject where the loop stores the updated marketing consent field values.

      
      

   2. Create a Formula resource with the following values:

      Resource Type	Unique Name	Value Data Type	Formula	Description
      Formula	Today	Date	TODAY()	Returns today's date.

      
      

   3. Create a Loop element named "Loop Thru InputSObjects" with the following values:

      Loop through	Loop Variable	Description
      {!InputSObjects}	{!CurrentAccount}	Loops through the InputSObjects variable.

      
      

   4. Create an Assignment element named "Update Consent Fields" that performs the following assignments:

      Variable	Operator	Value	Description
      {!CurrentAccount.LastConsentedToMarketingDate__pc}	equals	{!Today}	Sets Last Consented to Marketing Date to today's date.
      {!CurrentAccount.ConsentedToMarketing__pc}	equals	{!$GlobalConstant.True}	Sets Consented to Marketing to true.

      
      

   5. Create an Assignment element named "Add to AccountsToUpdate" that performs the following assignment:

      Variable	Operator	Value	Description
      {!AccountsToUpdate}	add	{!CurrentAccount}	Adds the CurrentAccount variable (with its updated consent values) to the temporary AccountsToUpdate SObject collection variable.

      
      

   6. Create a Fast Update element named "Update Accounts" that performs the following assignment:

      Variable
      {!AccountsToUpdate}

      
      

   7. Set the Loop Thru InputSObjects element as the Start element.

   8. Connect the elements:

      1. "Loop Thru InputSObjects" goes to "Update Consent Fields" for each value in the collection.

      2. "Update Consent Fields," goes to "Add to AccountsToUpdate."

      3. "Add to AccountsToUpdate," goes to "Loop Thru InputSObjects."

      4. "Loop Thru InputSobjects" goes to "Update Accounts" when there are no more values to process.

      Show Me an Image...

      

      
      

   9. Save the flow with with the following values and then activate it.

      Name	Unique Name	Type
      MarketingConsentProvided	MarketingConsentProvided	Autolaunched Flow

      
      
      

2. Create the CurrentAccountId query with the following values:

   Field	Value
   Query Name	CurrentAccountId
   SELECT	Id
   SObject	Account
   WHERE	Id = {!CurrentAccountId}
   Sharing Mode	User

   
   

3. Create the CurrentAccountId data source with the following values:

   Field	Value
   Name	CurrentAccountId
   Class	SOQLDataSource
   Context	CurrentAccountId

   
   

4. Create the Marketing Consent Provided button with the following values:

   Field	Value
   Name	Marketing Consent Provided
   Class	NC.DynamicFlowButton
   Heading Label	I Consent
   Object	Account
   Data Source	CurrentAccountId
   Configuration	MarketingConsentProvided

   
   

Create a Card with an Access Control

Before creating an access control, a formula field is required to contain the logic that determines which logged in constituents should see the card.

1. Create a Marketing Consent Required account field with the Formula (Text) data type. When the formula is true, the Marketing Consent Alert card displays. Consider which constituents should see the card and when.
   For example, this formula results in a card that displays only to Italian or French constituents who have never consented to marketing or who have not consented to marketing in the last 365 days (for an association that has set their Consent Request Frequency Privacy Setting set to 365):

   AND(
     OR(
       PersonMailingCountry = 'Italy',
       PersonMailingCountry = 'France'),
     OR(
       ISBLANK(LastConsentedToMarketingDate__pc),
       TODAY() - $Setup.PrivacySettings__c.ConsentRequestFrequency__c > LastConsentedToMarketingDate__pc)
   )
   

   
   

   If you need to specify several countries, it may be easier to offload that logic onto a query record and use the SOQL "IN" notation. For example: WHERE PersonMailingCountry IN ('Country 1', 'Country 2', 'Country n').

   Yet another option is to use the VLOOKUP function (external) in the formula, particularly if you want to track the country list more formally in a custom object.

   
   

2. Create the Marketing Consent Required access control with the following values:

   Field	Value
   Name	Marketing Consent Required
   Class	AccountConditional (NC)
   Query Record Name	Marketing Consent Required
   Is Active	TRUE

   
   

3. Create the Marketing Consent Alert card with the following values:

   Field	Value
   Type	Plain Text
   Name	Marketing Consent Alert
   Access Control	Marketing Consent Required
   CSS Class	m-card-as-alert alert-info
   Heading Label	Marketing Consent
   Description Label	I have read and I agree to the privacy policy, and understand how the association uses my data for marketing purposes.
   Button	Marketing Consent Provided

   
   

   If you want to include HTML tags in the Description Label, such as a link to your privacy policy, set the Card Layout to Display HTML.

   
   

This is just one way you can set up consent tracking for specific accounts in Community Hub. You can create your own components to customize the experience for your constituents, just be sure that whatever approach you take complies with the data protection and privacy regulation(s) to which you are adhering.