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Transition consent

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Consent is an essential requirement that allows customers of Customer Insights – Journeys to send marketing messages. Customers who already use outbound marketing can transition consent settings to real-time journeys. Consent management, however, is more sophisticated in real-time journeys. The differences and how to transition consent are described in: Consent management and double opt-in transition guidance. This article also describes how to migrate subscription lists to real-time journeys to send out segment-based newsletters. For a more detailed discussion, see Understanding consent management in Dynamics 365 Customer Insights - Journeys - Dynamics FastTrack Blogs

Customers going through the transition to real-time journeys are recommended to focus initially on moving the journeys and emails themselves, keeping the contact-based consent system in place in outbound marketing. Leveraging the ability to use the outbound marketing subscription centers (see Use outbound subscription centers in Customer Insights - Journeys, emails will be able to respect the previously captured consent and keep updating regardless of whether the journey is built in outbound marketing or real-time journeys. Once all journeys have been transitioned, transition the consent by completing the following steps:

  • Create a real-time journeys preference center based on a compliance profile.
  • Configure topics that match subscription lists.
  • Use the Load Consent tool to copy consent from contacts and subscription lists.
  • Switch emails to use the newly created compliance profile.
  • Recreate segments based on topics (optional).

When capturing consent from contacts, implementing a double opt-in (DOI) feature is sometimes necessary. DOI isn't currently available in real-time journeys natively. However, the consent management and double opt-in article above also describes how DOI can be achieved using both modules (outbound marketing and real-time journeys). This DOI method could make sense, especially if you've already set up DOI in outbound marketing.

Customers who want to start with real-time journeys and need DOI implemented will need to wait until this feature becomes available.

Relevant upcoming features

The features listed below may be of interest as you transition from outbound marketing to real-time journeys. These features provide parity, equivalent, or better functionality than what was available in outbound marketing.

  • Double opt-in: Double opt-in enables explicit consent requests from customers, allowing you to meet data protection regulations. Double opt-in helps reduce spam, lowering bounce rates and enhancing your sender reputation. Learn more: Improve engagement and compliance with double opt-in
  • Consent management view: Streamline consent management with a new unified view. Quickly update customer consents, see if a customer has opted out of communications, and understand their preferences across all mediums - emails, texts, and custom channels. Control and manage what messages your customers receive, all at a glance. Learn more: Easily manage customer consent from contact and lead forms

Tip

If you have questions or comments, visit the Outbound to real-time transition community forum