Consent Tab in Raisers Edge

Since starting this position using the Consent tab feature has been working it's way up my 'to do' list as well. Someone created a  list of options but we have not been using it yet. 


I haven't researched it thoroughly yet but in seeing how lists for mail/emails/reports/exports are pulled, I've inherited a complex listing of attributes like you, Roma Sharma‍  I can see how attributes are being excluded fairly simply in creating reports. I do not see the same filters available in reports for Consents. For those utilizing the Consent field, how are you filtering reports/email pulls etc. using Consent field?


Roma Sharma‍ Roma Sharma‍ Roma Sharma‍ you seem to have multiple community accounts. May want to get them combined, deleted. ?  @Elizabeth Perron or Crystal Bruce‍ can help with that.

We've been using the consent tab for a little while now - I wouldn't use consents to pull a mailing list though, as RE has no way of comparing one consent to another to see which is the more recent. I would love a "last consent" section in queries and exports like there is for last action and last gift, but I think that's a pipe dream!


We use solicit codes to determine who to include/exclude, and have set up the business rules for consents so that they trigger the addition/removal of the relevant solicit code(s). It's not perfect but it has some advantages over using attributes.

I made a big push about a year ago to use the consent tab since NXT emails where natively using consent to opt out of emails. It took some time to set it up the business rules to get everything working well, but here are the main takeaways on why I think it is useful:

There is a record of historic opt in and opt out of consent through NXT emails as well as calls or emails received by staff. In the past I would make a solicit code change then add a note with the reason why. Now this is all in one place.

When a constituent opts in/out or a communication type, corresponding solicit codes are added or removed from their record without having to go in and make changes manually which deceases user error in entering solicit codes

I have moved all of my "special" mailing people out of attributes and have added solicit codes to include them like "Yes All Communication" or "No Acknowledgement Letters"

 

Roma Sharma‍, check out this conversation about consent. It also includes the presentation materials from my colleague Aimee Annichiarico‍ that you might find helpful.