Easily manage customer consent from contact and lead forms

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Jun 2024

Business value

Enhanced contact and lead forms allow you to quickly see and update customer consent, helping you effortlessly manage what types of messages are sent to your customers. This comprehensive view gives you one place to manage consent across every channel and line of business for your organization. Quickly see if a customer has opted out of all commercial communication from your business. Explore which topics a contact has opted into or out of receiving across all channels: email, text, and custom channels. Get a complete understanding of each contact and lead's consent preferences in one easy-to-use screen.

Feature details

  • Get a summary view of the consent provided by each contact or lead to understand if the customer is contactable.
  • Easily modify the consent for a contact or lead's email addresses, phone numbers, and custom channels directly from the contact or lead forms, giving you control over the type of messages sent to the customer on each channel.
  • Drill down into the consent provided to each compliance profile configured for your organization, giving you the ability to understand the customer's consent for each line of business.

All the consent information for a Contact or Lead can be viewed in a seamless view in the form.