Configure opt-in at touchpoint level
Give one touchpoint its own consent sentence and terms, such as a quiz with its own rules.
At touchpoint level, each touchpoint has its own checkbox text and terms. Here, the Winter Quiz links to its own rules page. Use it only when touchpoints really need different terms: every touchpoint is then set on its own.
Set the scope
Set Terms & Conditions Scope to Touchpoint Level with steps 1 to 3 of Enable opt-in and choose scope.
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Check the card shows TOUCHPOINT LEVEL.
Set a touchpoint's opt-in
In Build > Touchpoints:
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On the touchpoint, select Configure.
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Select the Terms & Conditions tab.
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Switch on Is Opt-In Required?.
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Enter the Opt-In Text.
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Set Type to External URI, or keep PDF and attach a file as at campaign level.
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Enter the Terms and Conditions External URI.
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Select Save.
Repeat for each touchpoint that needs a checkbox, then publish the campaign again.
Touchpoints you leave off
A touchpoint with Is Opt-In Required? off shows no checkbox: the campaign's settings don't stand in for it. Validation warns about each one, and you can still publish.
If publishing is blocked
- A touchpoint's opt-in text is empty: write the sentence in that touchpoint.
- Its PDF is missing, or its address is missing or invalid: attach the file, or enter a full address starting with
https://.