Opt-in reference
Every opt-in field, PDF terms versus a terms web page, and the checks publishing runs on them.
1 min read
This page lists the opt-in fields and the rules they follow. For the steps, see Configure opt-in at campaign level or at touchpoint level.
The fields
| Field | What it does | Values |
|---|---|---|
| Terms & Conditions Scope | Where the opt-in is set | Campaign Level or Touchpoint Level |
| Is Opt-In Required? | Shows the checkbox | On or off |
| Opt-In Text | The sentence next to the checkbox, which opens the terms | Text, per language. It starts as "I accept the terms and conditions." |
| Type | Where the terms live | Pdf or External URI |
| Terms and Conditions PDF file | The terms document, from your library | A PDF |
| Terms and Conditions External URI | The terms web page | A full address starting with https:// |
At Campaign Level the fields are in Build > General > Terms & Conditions Settings. At Touchpoint Level they're in each touchpoint's Terms & Conditions tab.
PDF or web page
| Terms as | Suits | Keep in mind |
|---|---|---|
| Terms written for this campaign | To change them, upload a new file and attach it | |
| External URI | Terms your organisation already publishes, shared by several campaigns | The page must stay online for the whole campaign |
What publishing checks
| Problem | Result |
|---|---|
| Opt-in is off (at touchpoint level: for a touchpoint) | Warning: you can still publish |
| Opt-In Text is empty | Blocks publishing |
| No Type is chosen | Blocks publishing |
| Pdf with no file | Blocks publishing |
| External URI with no address, or an invalid one | Blocks publishing |
Languages
Opt-In Text is written once per language: fill it in for every language the campaign uses.