About opt-in in OmniLab
Learn how Opt-in combines consent text, terms content, and scope so you can choose the right setup for each campaign.
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In this article, you'll learn what Opt-in includes in OmniLab, how the three-state model works, and when to choose campaign-level or Touchpoint-level consent.
What Opt-in includes
Opt-in in OmniLab bundles three things:
- A required toggle: should participants accept terms before they continue?
- The Opt-In Text: the consent statement shown next to the checkbox.
- The terms content itself: either a PDF file or an External URI.
For participants, those pieces appear as one consent step. They see the checkbox text and can open the linked terms before they continue.
How the three-state model works
Pattern A: three-state
Opt-in, like Notifications and Participation Form, is a three-state feature: Disabled, Campaign Level, or Touchpoint Level.
New to this? Read How settings work across campaigns and touchpoints.
The three states are:
| State | When to use it | What it means |
|---|---|---|
| Disabled | The campaign does not collect participant consent at this step. | Opt-in is off. This is valid, but usually rare for production campaigns that collect personal data. |
| Campaign Level | The same legal framing applies everywhere in the campaign. | One Opt-in configuration applies to every Touchpoint. |
| Touchpoint Level | Different Touchpoints need different terms or consent wording. | Each Touchpoint must be configured separately. There is no fallback to the campaign setting. |
Where you control it in Studio
Open Build -> General -> Terms & Conditions Settings.
This screen combines two separate controls:
Is Opt-In Required?decides whether participants must accept terms.Terms & Conditions Scopedecides whether the configuration lives at campaign level or per Touchpoint.
What participants see
When Opt-in is enabled, participants see your Opt-In Text next to a checkbox. The terms open from the same step as either a PDF or an external page, depending on the type you selected.
Legal and operational note
GDPR-aware, not legal advice
OmniLab helps you present consent text and terms, but your organisation remains responsible for making sure the wording and the linked terms are appropriate for the jurisdictions where the campaign runs.
Running a campaign with Opt-in disabled is technically possible, but validation surfaces Terms and conditions are disabled for this campaign as a warning so you can review the legal setup before publishing.
Related
How settings work across campaigns and touchpoints
Understand the Pattern A model before you configure Opt-in.
Enable opt-in and choose scope
Turn Opt-in on and choose Campaign Level or Touchpoint Level.
Opt-in reference (PDF vs. External URI, GDPR)
Review field behavior, validation messages, and PDF versus External URI guidance.