Opt-in reference
Look up the Opt-in fields and compare uploading a PDF with linking to an external terms page.
Look up each Opt-in control, see the difference between uploading a PDF and linking to an external terms page, and check what to fix when consent setup is incomplete.
Control reference
| Setting | What it controls | Values or format | Notes |
|---|---|---|---|
| Terms & Conditions Scope | Where Opt-in is set up | Campaign Level or Touchpoint Level | Scope and requirement are separate controls. |
| Is Opt-In Required? | Whether participants must accept terms before they continue | On or off | Off keeps Opt-in turned off. |
| Opt-In Text | The consent statement shown next to the checkbox | Translatable text | Keep the wording clear and short enough to read next to a checkbox. |
| Type | Which terms source OmniLab uses | PDF or external link | Your choice decides which field appears next. |
| Terms and Conditions PDF file | The uploaded terms document | .pdf file | The field accepts PDF files for uploaded terms. |
| Terms and Conditions External URI | A link to the terms page | Full web address | The address must start with http:// or https://. |
PDF or external link
| Option | Best when | What OmniLab expects | Trade-off |
|---|---|---|---|
| You want OmniLab to point to a fixed document uploaded with the Campaign. | A PDF file in Terms and Conditions PDF file. | Updating the legal copy means replacing the file. | |
| External link | Your organisation already maintains a terms page elsewhere. | A full web address in Terms and Conditions External URI. | The linked page must stay available and up to date. |
If several campaigns reuse the same legal page, an external link is usually the cleaner choice. A PDF works well when a Campaign needs its own self-contained document.
If something's blocked
A publish check surfaces consent issues before the Campaign goes live. Common things to look for:
- Opt-in is turned off — review whether this Campaign should collect consent; this appears as a warning, not a blocking error.
- Consent text is missing — fill Opt-In Text with the acceptance statement.
- No terms type is chosen — set Type to PDF or external link.
- PDF chosen but no file uploaded — upload the terms file.
- External link chosen but no address provided — enter the terms address.
- The web address is invalid — correct the link so it starts with
http://orhttps://.
OmniLab Campaigns in more than one language
Opt-In Text supports translated content. If your Campaign runs in more than one language, add the consent statement in every active language instead of filling only the default one.
There is no character counter for Opt-In Text, so write for clarity and readability rather than a length target.
Consent records and connected systems
When participants accept the terms, OmniLab records the acceptance with the consent text, the linked terms destination, the time it happened, and the Opt-in level that was active.
For supported email platforms, contact sync can include marketing Opt-in status and the consent timestamp as part of the contact data flow. See Email & CRM if your Campaign sends contact data downstream.
Legal note
Accuracy matters, but legal responsibility stays with you
OmniLab helps present consent text and terms, but it does not replace legal review. Your organisation stays responsible for making sure the wording and the linked terms match the Campaign's location and use case.