How do I configure GDPR Communication Preferences?

In CRM 4.0 Service Pack 14, additional fields have been added to the Configure Integration form to support General Data Protection Regulation compliance. Users may wish to setup the new options for the Do Not email Consent Code and Consent Solicit Code Source fields.

User-added image
To configure the Do Not email Consent Solicit Code options :
  1. Navigate to Marketing and Communications > Solicit Codes
  2. Either add a new solicit code or edit an existing code
  3. Click on the Consent drop-down menu and select EU Consent
  4. Click the Channel drop-down menu and select Email
To configure the Consent Solicit Code Source options :
  1. Navigate to Administration > Code Tables > Filter by Constituent
  2. Click on the "Data Protection Evidence Source" code table name link.
  3. Add or Edit the code table entries as desired
To set the Configure Integration settings :
  1. Navigate to Web > Manage Web Transactions > Configure Integration
  2. Click on the drop-down menu next to Do Not email Consent Solicit Code and set the appropriate value
  3. Click on the drop-down menu next to Consent Solicit Code Source and set the appropriate value
  4. Save the data form

Additional details can be found in the Service Pack 14 section of the Blackbaud CRM New Features Guide

Environment

 Blackbaud CRM
 4.0
 4.0
 4.0.178

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