About opt-in in OmniLab
See what Opt-in includes and how to choose the right consent setup for each Campaign.
Use Opt-in to ask participants to accept your terms before they continue, and to choose whether the same terms cover the whole Campaign or each Touchpoint gets its own. This page explains what Opt-in includes and how to pick the setup that fits.
What Opt-in includes
Opt-in brings together three things:
- A choice of whether participants must accept terms before they continue.
- The Opt-In Text: the consent statement shown next to the checkbox.
- The terms themselves: either a PDF file you upload or a link to a terms page.
To participants, these appear as one consent step. They see the checkbox text and can open the linked terms before they continue.
The three ways to set it up
Opt-in can be turned off, set once for the whole Campaign, or set separately per Touchpoint. Pick the one that matches how your terms vary.
| Setup | Use this when | What it means |
|---|---|---|
| Off | The Campaign does not collect consent at this step. | Opt-in is turned off. This is allowed but unusual for campaigns that collect personal data. |
| Campaign level | The same terms and wording apply everywhere. | One Opt-in setup applies to every Touchpoint. |
| Touchpoint level | Different Touchpoints need different terms or wording. | Each Touchpoint is set up on its own. There is no fallback to a Campaign setting. |
Not sure which to pick?
Start with Campaign level. It is simpler and right for most campaigns. Move to Touchpoint level only when the terms genuinely differ between Touchpoints.
New to settings that work this way? See How settings work across campaigns and touchpoints.
Where you control it in OmniLab Studio
Open Build > General > Terms & Conditions Settings. This screen holds two separate controls:
- Is Opt-In Required? decides whether participants must accept terms.
- Terms & Conditions Scope decides whether the setup lives at Campaign level or per Touchpoint.
What participants see
When Opt-in is on, participants see your Opt-In Text next to a checkbox. They can open the terms from the same step, either as a PDF or as an external page, depending on the type you chose.
Legal and operational note
GDPR-aware, not legal advice
OmniLab helps you present consent text and terms, but your organisation stays responsible for making sure the wording and the linked terms are right for the places where the Campaign runs.
You can run a Campaign with Opt-in turned off, but a warning appears before you publish so you can confirm the legal setup is intentional.