Configure opt-in at campaign level

Set one consent text and one terms source that apply across the whole Campaign.

Set up consent once for the whole Campaign: write the consent text, point to your terms, and require participants to accept before they continue. This is the simplest setup and the right starting point for most campaigns.

Before you begin

Steps

Open Terms & Conditions Settings

Go to Build > General and select the edit icon on the Terms & Conditions Settings card.

Campaign Build view, General tab, with the Update Terms & Conditions Settings button highlighted

Confirm Campaign Level scope

Check that Terms & Conditions Scope is set to Campaign Level.

Update Terms & Conditions Settings dialog with the scope set to Campaign Level highlighted

Turn on Is Opt-In Required?

Turn on Is Opt-In Required? so participants must accept the terms before they continue. This reveals the consent text and terms fields.

Update Terms & Conditions Settings dialog with the Is Opt-In Required toggle highlighted

Enter the Opt-In Text

In Opt-In Text, write the consent statement participants will read next to the checkbox.

For campaigns in more than one language, add the text in every active language so the consent step reads consistently everywhere.

Update Terms & Conditions Settings dialog with the Opt-In Text field highlighted, containing the consent statement

Choose the terms type and add the terms

Set Type to the source you want to use for the terms, then complete the matching field.

Update Terms & Conditions Settings dialog with the Type dropdown open, showing the Pdf and External URI options

Upload the file in Terms and Conditions PDF file. The field accepts .pdf files.

Enter a full web address in Terms and Conditions External URI. The link must start with http:// or https://.

Save the configuration

Select Save. The same Opt-in setup now applies to every Touchpoint in the Campaign.

Update Terms & Conditions Settings dialog with the Save button highlighted

What participants see

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.

If something's blocked

A few common reasons and how to fix them:

  • Consent text is missing — fill Opt-In Text with the statement participants should accept.
  • No terms type is chosen — set Type to PDF or external link.
  • PDF type chosen but no file uploaded — upload the terms PDF.
  • External link chosen but no address provided — enter the link to the terms page.
  • The web address is invalid — use a full address starting with http:// or https://.

If Opt-in stays off, a warning appears (not a blocking error) so you can review the legal setup before you publish.

Enable opt-in and choose scope

Turn Opt-in on and choose where it is managed.

Opt-in reference

Look up the fields and compare PDF and linked terms.

Configure opt-in at touchpoint level

Switch to per-Touchpoint setup when the terms must vary.

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On this page

Before you beginStepsOpen Terms & Conditions SettingsConfirm Campaign Level scopeTurn on Is Opt-In Required?Enter the Opt-In TextChoose the terms type and add the termsSave the configurationWhat participants seeIf something's blockedRelated