Collect verified consent across sales channels

How to do it

1. Open Settings → Email → Subscription Management → Customer consent form. Configure the title, introduction, confirmation text, brand accent, privacy URL and offered channels.
2. Copy the form URL to business pages, checkout signage or welcome messages. The email editor accepts {{ConsentFormURL}} as a managed, untracked system link. Existing Preference Center and unsubscribe links continue to work.
3. New customers enter their details and choose optional subscriptions. Email-based registration queues a verification link. Phone-only customers can continue directly to the signed inbound WhatsApp verification step; no Contact or subscription is created until ownership is verified. A purchase alone does not activate consent.
4. The customer opens the email link and confirms unchecked channel choices. The form creates or matches the BU Contact and reuses the Subscriber identity. Email consent is recorded with its source and verification evidence.
5. For WhatsApp, the customer sends the supplied verification text from the same phone number to the business. Only a valid signed inbound provider message activates that phone subscription.
6. Enable new-order email invitations to invite eligible new POS and commerce customers automatically, or enable the first WhatsApp reply preference link. Review invitation delivery states in the form settings.

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