UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
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      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
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    • Broadcast
      • Broadcast Overview
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    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
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  • ⚙️Workspace Setting
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      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
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        • Dialogflow: Connecting to Dialogflow
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  • Profile
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  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
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      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
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      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
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      • Telegram Overview
      • Telegram Quick Start
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      • Viber Overview
      • Viber Quick Start
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        • Importing Contacts to Twilio SMS
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      • Twitter Quick Start
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      • WeChat Overview
      • WeChat Quick Start
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      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
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On this page
  • Benefits of Getting Contacts’ Consent for Personal Data Collection
  • Workflow Setup
  • Send Contacts policy link and ask for consent
  • Route Contacts based on response
  1. Handling Inbound Conversations

Get Contacts’ Consent for Personal Data Collection

Business Goal: Automate privacy policy consent request from Contacts before continuing the conversation.

PreviousCreate Automated Welcome and Away MessagesNextCreate Automated Chat Menus

Last updated 1 year ago

It is important for businesses to get consent from Contacts before collecting their personal data in order to respect their privacy choice and be compliant with local data protection regulations.

Benefits of Getting Contacts’ Consent for Personal Data Collection

Get consent from Contacts for personal data collection to:

  • demonstrate respect for privacy by transparently informing Contacts about data collection, usage and storage practices.

  • safeguard your business from legal liabilities by ensuring prior consent is received before using personal data from Contacts.

Workflow Setup

Learn how to use the Workflow Template to get consent from Contacts to collect their personal data.

  • Send Contacts policy link and ask for consent

  • Route Contacts based on response

Send Contacts policy link and ask for consent

In the Workflows module, click + Add Workflow > Select Request Consent: Privacy > Click Use Template.

In this Workflow Template example, we have prepared the answer option AGREE & PROCEED. A default response timeout of 5 minutes is added to this step, whereby the Contact is given 5 minutes to respond.

Route Contacts based on response

One of the three scenarios may occur at this point:

4. Contacts accept the privacy policy

5. Contacts provide invalid response

6. Contacts do not respond within the configured timeout

The Contact will be routed to the Failure: Timeout Branch if the Contact does not respond within 5 minutes, which is the default timeout. This branch will start with the Send Fail Message step informing Contact of the failure in receiving consent, that you’ll be closing the conversation and Contact can send a message again to chat. This branch will then end with the Close Conversation step to close the Contact’s conversation.

Once you have completed the setup, click Save and Publish to activate the

1. : The Workflow starts when a conversation is opened by a Contact.

2. Send Privacy Link: to ask your Contact to read your privacy policy. Click the step and ensure that you update the link to direct Contacts to your privacy policy.

3. Request Consent: This step provides an option for your Contact to accept the privacy policy before proceeding to the next step.

If the Contact selects the answer option AGREE & PROCEED, an acknowledgment message is sent to inform the Contact of the status. The Contact will also be automatically tagged with “Consent: Privacy”. This tagging allows you to easily identify Contacts who have accepted your privacy policy and for broadcasts.

The Contact will be routed to the Failure: Invalid Branch if the Contact sends a different answer. This branch will start with the Jump to Request Consent step to route the Contact to the previous Request Consent step. This step has a maximum of 3 jumps. After the third attempt in providing an invalid response, the Contact will be routed to the Send Fail Message step.

Trigger
Sends a message
Ask a Question
segment these Contacts
Jump
Request Consent: Privacy Workflow Template
Request Consent: Privacy Workflow Template