Create and Manage Consent
Before creating your consent statement, you need to have a webpage where your contact can read what they're agreeing to when giving their consent.
You can choose to either set up a regular page on your ChurchDesk website or, if you already have a consent statement as a document, upload it to your ChurchDesk file archive and link to it directly.
Go to the homepage
Click the green (+) create button and chose "Page"
Giv the page a title and write the information about the consent
Scroll down to the bottom and save the page
Upload your file about consent into your file manager
Make sure the visibility of the file is "Published to website"
Open the file, by clicking the title
Click on the link icon in the upper right corner
Copy the link to the file
Go to PEOPLE
Click on Consent in the sidebar
Click on 'Create statement'
Give your consent statement a title and insert the link to your consent page or file
Click on 'Save'
When a consent statement has been set up in PEOPLE you can easily add this to a form.
Go to FORMS
Create/edit a form
Add a "Name and email" section
The section will automatically contain all your consent statements. If you don't want to use all of them in the form, you can remove them by clicking on 'Remove'.
Go to the homepage
Click on the green + and chose Subscribe view
Make a title and optional description
Chose which consent you want to show on the subscribe view
Click save
When a contact has signed up via a form or a subscribe view and given their consent it'll be recorded on their contact in PEOPLE.
Go to PEOPLE
Find the contact you want to see and click on their name, to open their contact profile
Click on the tab 'Settings'
In the box 'Consent' you can see the status for this contact
Go to PEOPLE
Click on 'Create new list'
Scroll down to the Consent section
Chose the consent you want to create a list for
To see all who has agree, select "Is registered" (see image below).
Click 'Save list'
You can ask your contacts to confirm via email, that they have given consent. This is called double opt-in. Here's how you can enable or disable this for your ChurchDesk:
Click on your name in the blue tool bar
Chose ChurchDesk Settings
Chose 'People settings'
Scroll down to Consent and enable or disable double opt-in
Save in the upper right corner
You can choose to either set up a regular page on your ChurchDesk website or, if you already have a consent statement as a document, upload it to your ChurchDesk file archive and link to it directly.
How to create a page
Go to the homepage
Click the green (+) create button and chose "Page"
Giv the page a title and write the information about the consent
Scroll down to the bottom and save the page
How to link to a file
Upload your file about consent into your file manager
Make sure the visibility of the file is "Published to website"
Open the file, by clicking the title
Click on the link icon in the upper right corner
Copy the link to the file
How to set up consent
Go to PEOPLE
Click on Consent in the sidebar
Click on 'Create statement'
Give your consent statement a title and insert the link to your consent page or file
Click on 'Save'
How to add consent to a form
When a consent statement has been set up in PEOPLE you can easily add this to a form.
Go to FORMS
Create/edit a form
Add a "Name and email" section
The section will automatically contain all your consent statements. If you don't want to use all of them in the form, you can remove them by clicking on 'Remove'.
How to add a consent to a subscribe view
Go to the homepage
Click on the green + and chose Subscribe view
Make a title and optional description
Chose which consent you want to show on the subscribe view
Click save
How to see who has given their consent
When a contact has signed up via a form or a subscribe view and given their consent it'll be recorded on their contact in PEOPLE.
How to see a consent on a contact
Go to PEOPLE
Find the contact you want to see and click on their name, to open their contact profile
Click on the tab 'Settings'
In the box 'Consent' you can see the status for this contact
How to create a consent list
Go to PEOPLE
Click on 'Create new list'
Scroll down to the Consent section
Chose the consent you want to create a list for
To see all who has agree, select "Is registered" (see image below).
Click 'Save list'
How to set up double opt-in
You can ask your contacts to confirm via email, that they have given consent. This is called double opt-in. Here's how you can enable or disable this for your ChurchDesk:
Click on your name in the blue tool bar
Chose ChurchDesk Settings
Chose 'People settings'
Scroll down to Consent and enable or disable double opt-in
Save in the upper right corner
Updated on: 02/05/2023
Thank you!