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Design the Consent Data Model for Marketing Subscription Consent

Learning Objectives

After completing this unit, you’ll be able to:

  • Establish and link the objects required for the communication subscription consent, segmented by brand.
  • Create and configure Communication Subscription Channel Type records, Communication Subscription records, and Communication Subscription Consent records.

In the previous unit, you configured the core consent objects to manage global data processing consent. In this unit, you complete your consent data model by designing the granular, brand-specific marketing subscription consent for Cloud Kicks sub-brands.

Marketing consent management can be segmented by business brands to enable your customers to opt into specific content. The Business Brand object defines the different business brands for consent segmentation and brand asset management.

In this part of the challenge, you create three business brands: Kids Kicks, Sneakers Kicks, and Trail Kicks. Assume that Sofia Diaz has not interacted with the Trail Kicks brand, and that you do not have any explicit consent records created for this specific brand.

To complete this challenge, you must satisfy requirements in the Communication Subscription Setup and Communication Subscription Consent design areas.

Hands-on Challenge: Part 2

Follow along with these steps in your Trailhead Playground to finish configuring the multilevel consent model for Cloud Kicks.

Create Business Brand Objects and Communication Subscription Records

  1. In the App Launcher, search for and select Business Brands.
  2. Click New, and define these brands.
    1. Kids Kicks
    2. Sneakers Kicks
    3. Trail Kicks
  3. In the App Launcher, search for and select Communication Subscriptions.
  4. Click New. The Communication Subscription object defines the specific newsletters or topics.
  5. Create two subscriptions for each of the three Cloud Kicks business brands using the information below. Associate all of the communication subscriptions with the data use purpose Marketing Communications.
Note

Communication subscriptions do not have a direct relationship to Business Brand objects. However, you associate business brands with Communication Subscription Consent records later in this challenge.

Brand: Kids Kicks

Field

Value

Name

Kicks Club

Data Use Purpose (picklist)

Marketing Communications

Field

Value

Name

Small Steps

Data Use Purpose (picklist)

Marketing Communications

Brand: Sneakers Kicks

Field

Value

Name

Style Drops

Data Use Purpose (picklist)

Marketing Communications

Field

Value

Name

Sneaker Culture

Data Use Purpose (picklist)

Marketing Communications

Brand: Trail Kicks

Field

Value

Name

Mountain Trails Digest

Data Use Purpose (picklist)

Marketing Communications

Field

Value

Name

Hiker's Report

Data Use Purpose (picklist)

Marketing Communications

Create Engagement Channel Type Records

  1. In the App Launcher, search for and select Engagement Channel Types.
  2. Click New, and create these two new Engagement Channel Type records.

Field

Value

Name

Email

Contact Point Type (picklist)

Email

Field

Value

Name

SMS Text Messages

Contact Point Type (picklist)

Phone

Create Communication Subscription Channel Type Records for Email

  1. In the App Launcher, search for and select Communication Subscription Channel Types. The Communication Subscription Channel Type object links a communication subscription to a specific engagement channel type, such as email or SMS text message.
  2. Create a Communication Subscription Channel Type record for each of the six Communication Subscription records you previously created for a total of six new Communication Subscription Channel Type records.
  3. Associate all of them with the Email engagement channel type.

Field

Value

Name

Kicks Club via Email

Communication Subscription (picklist)

Kicks Club

Engagement Channel Type (picklist)

Email

Field

Value

Name

Small Steps via Email

Communication Subscription (picklist)

Small Steps

Engagement Channel Type (picklist)

Email

Field

Value

Name

Style Drops via Email

Communication Subscription (picklist)

Style Drops

Engagement Channel Type (picklist)

Email

Field

Value

Name

Sneaker Culture via Email

Communication Subscription (picklist)

Sneaker Culture

Engagement Channel Type (picklist)

Email

Field

Value

Name

Mountain Trails Digest via Email

Communication Subscription (picklist)

Mountain Trails Digest

Engagement Channel Type (picklist)

Email

Field

Value

Name

Hiker’s Report via Email

Communication Subscription (picklist)

Hiker’s Report

Engagement Channel Type (picklist)

Email

Create Additional Communication Subscription Channel Types for SMS

  1. In the App Launcher, search for and select Communication Subscription Channel Types.
  2. Click New. Create two additional Communication Subscription Channel Type records, because the Kicks Club and Sneaker Culture newsletters are also associated with an SMS Text Message alert.

Field

Value

Name

Kicks Club via SMS Text Message

Communication Subscription (picklist)

Kicks Club

Engagement Channel Type (picklist)

SMS Text Message

Field

Value

Name

Sneaker Culture via SMS Text Message

Communication Subscription (picklist)

Sneaker Culture

Engagement Channel Type (picklist)

SMS Text Message

Create Communication Subscription Consent Records

  1. In the App Launcher, search for and select Communication Subscription Consents.
  2. Click New. For Individual record Sofia Diaz, create the following Communication Subscription Consent records for the Kids Kicks brand.
Note

When searching for an email or phone number, if search doesn’t work initially, try again. The search functionality can be intermittent due to platform performance.

Kicks Club

Field

Value

Name

Kicks Club via Email for sofiadiaz@gmail.com

Consent Giver

Individual: Sofia Diaz

Communication Subscription Channel Type

Kicks Club via Email

Effective From

Any date in the past

Consent Captured Date Time

The same date that you selected for Effective From and any time

Consent Captured Source

Preference Management Form

Contact Point

Contact Point Email: sofiadiaz@gmail.com

Privacy Consent Status

Opt In

Business Brand

Kids Kicks

Field

Value

Name

Kicks Club via SMS for 924 899 8442

Consent Giver

Individual: Sofia Diaz

Communication Subscription Channel Type

Kicks Club via SMS Text Messages

Effective From

Any date in the past

Consent Captured Date Time

The same date that you selected for Effective From and any time

Consent Captured Source

Preference Management Form

Contact Point

Contact Point Phone: 924 899 8442

Privacy Consent Status

Opt Out

Business Brand

Kids Kicks

Small Steps

Field

Value

Name

Small Steps via Email for sofiadiaz@gmail.com

Consent Giver

Individual: Sofia Diaz

Communication Subscription Channel Type

Small Steps via Email

Effective From

Any date in the past

Consent Captured Date Time

The same date that you selected for Effective From and any time

Consent Captured Source

Preference Management Form

Contact Point

Contact Point Email: sofiadiaz@gmail.com

Privacy Consent Status

Opt In

Business Brand

Kids Kicks

  1. For the Individual record Sofia Diaz, create the following Communication Subscription Consent records for the Sneakers Kicks brand.

Style Drops

Field

Value

Name

Style Drops via Email for sofiadiaz@gmail.com

Consent Giver

Individual: Sofia Diaz

Communication Subscription Channel Type

Style Drops via Email

Effective From

Any date in the past

Consent Captured Date Time

The same date that you selected for Effective From and any time

Consent Captured Source

Preference Management Form

Contact Point

Contact Point Email: sofiadiaz@gmail.com

Privacy Consent Status

Opt In

Business Brand

Sneakers Kicks

Sneaker Culture

Field

Value

Name

Sneaker Culture via Email for sofiadiaz@gmail.com

Consent Giver

Individual: Sofia Diaz

Communication Subscription Channel Type

Style Drops via Email

Effective From

Any date in the past

Consent Captured Date Time

The same date that you selected for Effective From and any time

Consent Captured Source

Preference Management Form

Contact Point

Contact Point Email: sofiadiaz@gmail.com

Privacy Consent Status

Opt Out

Business Brand

Sneakers Kicks

Field

Value

Name

Sneaker Culture via SMS for 924 899 8442

Consent Giver

Individual: Sofia Diaz

Communication Subscription Channel Type

Sneaker Culture via SMS Text Message

Effective From

Any date in the past

Consent Captured Date Time

The same date that you selected for Effective From and any time

Consent Captured Source

Preference Management Form

Contact Point

Contact Point Phone: 924 899 8442

Privacy Consent Status

Opt Out

Business Brand

Sneakers Kicks

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