Channel Preferences/ePermissions – signature consent

Marketing opt-in consent is gathered directly in Actis along with the customer’s digital signature.

Open the customer record and under the Navigation tab open the Channel Preferences page and pass the iPad to the customer to complete their details.

1. The customer should tick the appropriate checkboxes
2. The customer should add their email address
3. Under the Actions tab, click Enter Signature
4. The signature box will open
5. The customer should add their signature and click the Save button
6. Click the OK button on the confirmation message that appears

7. The consent evidence type and start date will be added to the customer record along with the digital signature
8. Click the Save and Exit button to leave the record
9. The customer will receive an automated, compliant email which confirms that their consent has been stored.

The confirmation email will be recorded on the History page of the customer record.