Create and Manage Consent
In ChurchDesk, we've made it easy to manage consent. Essentially, you can quickly create the consent forms you want for your parish.
Everything from confirmation consent to consent to promote activities in your church.
Go to “People” and select “Consent” at the bottom left-hand side.
You can now choose to create a consent by clicking “Create statement”:
You must now enter a title and choose whether you want to write the statement directly in the text box:
...or if you want to upload a link to a consent form you already have somewhere:
You can set a consent to be the default for all newsletters - if you check this option, all contacts who subscribe to one of your newsletters will also consent to this statement when they sign up in the future. Only one of your consent types can be associated with your newsletters.
Go to "People"
Find the contact and open it by clicking on the name
Click on the “Settings” tab
in the “Consent” box you can see the status of their consent
Go to “People”
Click “Create new” and select “Create new filter”
Select “Add rule”
Scroll down to the Consent section
Select which consent you want to list
To see everyone who has given consent, select 'Is registered' (see image below)
Click 'Save filter'
Everything from confirmation consent to consent to promote activities in your church.
Create consent form
Go to “People” and select “Consent” at the bottom left-hand side.
You can now choose to create a consent by clicking “Create statement”:
You must now enter a title and choose whether you want to write the statement directly in the text box:
...or if you want to upload a link to a consent form you already have somewhere:
You can set a consent to be the default for all newsletters - if you check this option, all contacts who subscribe to one of your newsletters will also consent to this statement when they sign up in the future. Only one of your consent types can be associated with your newsletters.
How to view the consent statement on a contact
Go to "People"
Find the contact and open it by clicking on the name
Click on the “Settings” tab
in the “Consent” box you can see the status of their consent
To create a list of who has given consent
Go to “People”
Click “Create new” and select “Create new filter”
Select “Add rule”
Scroll down to the Consent section
Select which consent you want to list
To see everyone who has given consent, select 'Is registered' (see image below)
Click 'Save filter'
Updated on: 19/07/2024
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