Choose who gets sent (consent policies)

Choose the lead rule that matches your guest promise and your destination use.

Results and Data
Written forTeam admins and experience managers

Each attached destination has a consent policy. Marketing consent is the recommended default. Sending all leads is a deliberate exception that requires you to confirm your authority in the dashboard.

Steps

  1. 1Open the experience and choose its Destinations tab.
  2. 2Select the connected destination you want to configure.
  3. 3Choose Marketing consented when the destination is used for marketing or follow-up that depends on guest permission.
  4. 4Choose All leads only when your organization has a lawful reason to send every captured lead and your guest notice supports that use.
  5. 5If you choose All leads, read the warning and check the confirmation in the dashboard.
  6. 6Save the destination settings, then send a test lead.

What to know

  • Marketing consented is the default.Snapbar checks consent when the lead is queued and checks it again before sending. A guest without marketing consent appears as Skipped with reason.
  • All leads requires a dashboard confirmation.The confirmation cannot be bypassed by a developer key. It records that your organization accepts responsibility for the broader use.
  • A test lead does not replace a guest-flow test.After the destination test succeeds, complete one real test submission with the consent choice your event will use and confirm the result in Activity.
  • The destination still has responsibilities.Consent details travel with the lead when available, but your organization remains responsible for how the receiving service stores and uses the data.

Tips

  • Write down the approved policy in the event launch plan.
  • Do not replay a lead that was skipped because consent was absent.

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Still need help?

Tell us the experience name and what you were trying to do, and our team will pick it up from there.

Email ops@thesnapbar.com