More consent status options in CRM integrations
When supporters opt in or out of communications during checkout, that consent data now syncs to your CRM with more detail and flexibility.
Previously, consent synced as “yes” or “no”. Now it includes a third option for when consent wasn't requested or the supporter left before responding. This gives you a complete picture of each supporter's communication preferences:
- Opted in — The supporter agreed to receive communications.
- Opted out — The supporter declined communications.
- Not submitted — Consent wasn't requested, or the supporter left checkout before the consent question appeared.
This applies to both general consent (overall permission to communicate) and customized consent for specific channels. Customized consent tracks preferences for email, SMS, phone calls, postal mail, and social media. You can map customized consent to custom fields in your CRM based on your needs.
What you need to do
If your consent data currently syncs to your CRM, review your field mappings in the Dashboard. The old ”yes”/”no” fields are deprecated and soon will be removed. Update your mappings to use the new consent fields that support all three statuses.
If you don't sync consent data, no action is needed.