Configure opt-in at touchpoint level

Give each Touchpoint its own consent text and terms when the legal wording must vary.

Set up consent separately inside each Touchpoint when different Touchpoints need different terms or wording. Use this only when the legal framing genuinely changes from one Touchpoint to another.

Before you begin

  • Terms & Conditions Scope is set to Touchpoint Level. If it is not, see Enable opt-in and choose scope.
  • Is Opt-In Required? is turned on.
  • The Campaign already contains the Touchpoints you want to set up.

Are you sure Touchpoint level is necessary?

Campaign level is simpler and right for most campaigns. Choose Touchpoint level only when Touchpoints genuinely need different terms or different consent wording.

Steps

Set the scope to Touchpoint Level

Open Build > General > Terms & Conditions Settings, then set Terms & Conditions Scope to Touchpoint Level.

Terms & Conditions Settings with Touchpoint Level scope selected

Open the Touchpoint you want to edit

Go to Build > Touchpoints, then open the Touchpoint that needs its own Opt-in setup.

Open the Terms & Conditions tab

Inside the Touchpoint editor, open the Terms & Conditions tab.

Touchpoint Terms & Conditions tab with opt-in fields ready to configure

Turn on Is Opt-In Required?

Turn on Is Opt-In Required? for this Touchpoint so participants must accept terms before they continue.

Enter the Opt-In Text

In Opt-In Text, write the consent statement shown for this Touchpoint.

Choose the terms type and add the terms

Set Type to PDF or external link, then complete the matching field for this Touchpoint.

Upload the PDF file that belongs to this Touchpoint.

Enter the full terms address for this Touchpoint. The link must start with http:// or https://.

Repeat for every Touchpoint

Save the Touchpoint, then repeat the same setup for every other Touchpoint that should collect consent.

What happens if one Touchpoint is incomplete

At Touchpoint level, there is no fallback to a Campaign setting. Each Touchpoint is checked on its own.

So a Campaign with five Touchpoints and only three completed setups still has two Touchpoints to finish. The unfinished ones surface their own Opt-in issues until you complete them.

If something's blocked

The same checks apply per Touchpoint when fields are missing:

  • Consent text is missing for this Touchpoint — enter the consent statement for that Touchpoint.
  • No terms type is chosen — set Type to PDF or external link for this Touchpoint.
  • PDF chosen but no file uploaded — upload the PDF for this Touchpoint.
  • External link chosen but no address provided — enter the address for this Touchpoint.
  • The web address is invalid — correct the link so it starts with http:// or https://.

Configure opt-in at campaign level

Use one shared Opt-in setup when the terms are the same everywhere.

Enable opt-in and choose scope

Review the scope choice before per-Touchpoint setup.

Validation & publishing

Find incomplete Touchpoint setup before launch.

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On this page

Before you beginStepsSet the scope to Touchpoint LevelOpen the Touchpoint you want to editOpen the Terms & Conditions tabTurn on Is Opt-In Required?Enter the Opt-In TextChoose the terms type and add the termsRepeat for every TouchpointWhat happens if one Touchpoint is incompleteIf something's blockedRelated