Customer Consent Update
  • 13 Nov 2024
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Customer Consent Update

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Article summary

The Customer Consent Management Data Extension can be used to update consent of phone numbers. Consent management is used to modify consent for existing Relay connections. Customer can choose to opt in and later request to opt out. At a later time the same Customer may want to opt back in. This data extension formats the data for Relay batch file or Relay API triggered customer consent changes. The Relay Custom Activity in SFMC Journey Builder does not source data from this data extension.

Setting Up the Automation


Step #

Description

Salesforce Marketing Cloud

1

  • Complete the SQL Mapping Worksheet.

    Note: For details on each data field and the required format, please see the Data Fields section below this table.

Customer Consent Management
27.00 KB

2

  • Open Journey Builder > Automation Studio.

3

  • Select the Activities tab and open the list of SQL Queries.

4

  • Select the Relay Customer Consent Management SQL Query and select the edit icon (pencil).

5

  • Edit the SQL Activity shell.

    • All tablename.fieldname entries must be updated (or removed) based on your entries in the mapping worksheet.

    • The Test table name must be replaced with the actual table name where the data will be pulled from. (If more than one table is used to obtain data, a properly coded SQL 'join' statement can be used.)

6

  • Click through to save the updated query.

  • Schedule the automation.

Data Fields

Field Name

Data Type

Notes

PHONE_NUMBER

Text (10)

Primary Key. Required. Uniquely identifies a Client’s Customer

CONSENT_TYPE

Text (100)

Required. The Customer’s consent to the phone number. Valid values include ‘express’, ‘written’, and ‘stop.’



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