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Bulk update consents

Follow these steps to bulk update consents by adding them to a group.

Written by Cristiana Ghinea

Consent can be applied to multiple contacts in bulk via adding them to a group.

To do so:

  1. Click CRM, then Groups.

  2. Click New and fill in the fields below:

    • Group Title

    • Category

    • Description

  3. Click Save.

  4. Click the Searches tab and add the saved search that you previously created.

  5. Click the Automated Consent tab and click the + icon.

  6. Fill in all the details to add the consent to the contacts.

  7. Click the Add Consent dropdown and select Add Automated Consent to Contacts.

Any future contacts added to this group will additionally be given the marked consent record. Likewise, if a contact is removed from the group the consent they received will be marked as denied.

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