Purpose
1.2. Enables automated capture, documentation, and ongoing management of customer consent and privacy preferences as required by GDPR, CCPA, and other global compliance standards.
1.3. Ensures automated proof-of-consent at every guest data collection touchpoint, automates updates to consent records, and notifies staff of consent changes.
1.4. Streamlines the automated handling of opt-ins/opt-outs for marketing emails, SMS, and other outreach, guaranteeing compliance and audit readiness.
Trigger Conditions
2.2. Receipt of guest communication (email, SMS, webchat).
2.3. Changes in privacy policy or marketing preferences.
2.4. Guest manually submits privacy or consent request through forms or support channels.
2.5. Scheduled compliance or audit events requiring consent verification.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use Salesforce Marketing Cloud Preference API. Sample: automate POST to /preferences endpoint updating guest consent.
3.2. HubSpot
• Feature/Setting: Automate via Contacts API to set 'communicationSubscription' fields for privacy automation.
3.3. Mailchimp
• Feature/Setting: Automated updating of member tags using Lists API v3.0 to reflect consent status.
3.4. ActiveCampaign
• Feature/Setting: Use Contacts endpoint to automate consent field updates in CRM for segmentation automations.
3.5. Twilio
• Feature/Setting: Automate consent request and opt-out handling using Programmable Messaging Consent API webhooks.
3.6. Zendesk
• Feature/Setting: Automate ticket tagging and update user profile consent fields via Users API.
3.7. Intercom
• Feature/Setting: Automated message handoffs & GDPR consent log using Conversations API.
3.8. Microsoft Dynamics 365
• Feature/Setting: Automate updating of 'Consent' entity via Dataverse Web API integration.
3.9. Segment
• Feature/Setting: Consent management tracked automatically through Identify and Track calls with GDPR traits.
3.10. OneTrust
• Feature/Setting: Automate updating Data Subject Records via Data Subject API for compliance automation.
3.11. Okta
• Feature/Setting: Use Okta Users API to automate the management of marketing-related user profile consents.
3.12. DocuSign
• Feature/Setting: Automate eConsent documentation signing workflow using DocuSign Envelope API.
3.13. Google Sheets
• Feature/Setting: Automate writing consent events/changes using Sheets API, acting as a ledger.
3.14. Auth0
• Feature/Setting: Automate user consent preference storage via Management API (PATCH users).
3.15. SendGrid
• Feature/Setting: Automate updating recipient preference fields in Marketing Campaigns via Suppression Group API.
3.16. Formstack
• Feature/Setting: Automate consent checkbox recording using Form Submissions API webhooks.
3.17. Smartsheet
• Feature/Setting: Automate consent log entry creation/update using Rows API.
3.18. ResRequest
• Feature/Setting: Automate guest profile consent status updates via Reservation API integration.
3.19. AirTable
• Feature/Setting: Automate tracking and timestamping consent events using Records API updates.
3.20. Adobe Campaign
• Feature/Setting: Automate opt-in/opt-out logging and profile updates using REST API for compliance.
3.21. Slack
• Feature/Setting: Automate staff alerts on guest consent updates via Webhook API for real-time compliance.
Benefits
4.2. Accelerates automated audit readiness through instantly accessible consent records.
4.3. Automating guest trust increases satisfaction and retention via transparent privacy practices.
4.4. Minimizes risk of fines by automatedly keeping consent records up-to-date and instantly actionable.
4.5. Enables omnichannel automated marketing with dynamic opt-in enforcement.