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Compliance

Consent capture

Consent capture records the permission a person gave for a specific type of contact, together with evidence of when, where, and how that permission was obtained.

Consent capture records the permission a person gave for a specific type of contact, together with evidence of when, where, and how that permission was obtained.

Consent capture records the permission a person gave for a specific type of contact, together with evidence of when, where, and how that permission was obtained.

A useful consent record is more than a checked box. It ties the person, sender, channel, purpose, disclosure language, timestamp, source, and any relevant form or page version together. The exact evidence required depends on the communication type, technology, jurisdiction, and business relationship.

How it works

The form, call, or application presents approved disclosure language and stores the person’s affirmative action. The record is passed to the CRMCRMA CRM is the system used to manage leads, contacts, accounts, opportunities, activity, ownership, and follow-up. or consent system before outreach begins. Later workflows check that record, quiet hoursQuiet hoursQuiet hours are time windows when an outbound call or message should not be sent under applicable law, customer preference, or business policy., suppression status, and revocation before calling or messaging.

Practical use cases

Documenting permission from an inbound web form

Recording channel-specific consent during intake

Preserving the disclosure version used for an application

Capture consent where the person acts, not later as a guessed CRM field. The record should be understandable to someone who did not design the form.

Frequently asked questions

Why does Consent capture matter?

Capture consent where the person acts, not later as a guessed CRM field. The record should be understandable to someone who did not design the form.

Does submitting contact information always create consent?

No. Permission depends on the disclosure, affirmative action, purpose, channel, and applicable rules. A phone number alone is not a complete consent record.

Primary source: The FCC’s consent-revocation order.

Related concepts: consent managementConsent managementConsent management records, applies, updates, and revokes a person’s communication permissions across channels, purposes, senders, and systems., tcpaTCPAThe TCPA is a US federal law governing certain calls and text messages, including restrictions tied to technology, consent, revocation, identification, and do-not-call protections., opt out, suppression listSuppression listA suppression list contains contacts or identifiers that a system must exclude from specified calls, messages, campaigns, or workflows..

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