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Consents and confirmation messages 

This section helps you manage how your customers give permission for marketing communications and how you confirm important actions with them, like newsletter subscriptions or unsubscribes.

Consents

The Consents tab shows all your permission settings in one place. These consents are linked to your communication channels in ExpertSender, such as email or SMS. Web push consent settings are available in Settings > Web push > Opt-in prompts section.

To create a new consent:

  1. Click Create new consent in the top right corner
  2. Fill in these details:
    • Name – give your consent a clear, descriptive name.
    • Type – choose the right option for your needs
      • General – use this when customers agree to all communication channels, or when you don’t segment customers by channel preference.
      • Email-related – choose this if email is your main communication method.
      • SMS-related – select this if you primarily use text messages.
    • Description – add helpful notes or context.
    • Required by default for – specify where this consent is mandatory
      • In emails.
      • In SMS messages.
  3. Click Save.

Confirmation messages 

Here, you can create messages that confirm essential customer actions, like subscribing to your newsletter. You can also set a default message that gets sent when you haven’t created a specific version for a particular newsletter, campaign, or scenario.

Your confirmation messages appear in a table showing:

  • ID – the message’s unique number (with filtering option).
  • Subject – what customers see in their inbox.
  • Status – shows whether the message is active, in draft mode, or deleted.
  • Default message – indicates which message is your current default.
  • Actions – options to preview, activate, edit, duplicate, or delete messages.
  • You can edit and delete any active message except your default one. Draft messages can be activated only if they contain a confirmation link.

Create confirmation message 

Follow these steps to create a new confirmation message:

  1. Click Create new confirmation in the top right corner.
    • Use the simplified message editor that appears.
    • In the Basic Settings tab:
  2. Add your Subject line.
  3. Choose tracking preferences.
    • Go to the Content tab.
    • Design your message using the editor. For complete details on using the editor, check out the How does the drag & drop editor work? article.
    • Click Activate in the top right when you’re ready to launch your message.

That’s it! Your message is now ready to use.

Want to make this your default message? Just find it in the table and select it in the Default message column.

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