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  1. New options for data processing activities:
  2. #. Go to *Privacy > Master Data > Activities* and create one.
  3. #. Give it a name, such as *Sending mass mailings to customers*.
  4. #. Go to tab *Consent* and choose one option in *Ask subjects for consent*:
  5. * *Manual* tells the activity that you will want to create and send the
  6. consent requests manually, and only provides some helpers for you to
  7. be able to batch-generate them.
  8. * *Automatic* enables this module's full power: send all consent requests
  9. to selected partners automatically, every day and under your demand.
  10. #. When you do this, all the consent-related options appear. Configure them:
  11. * A smart button tells you how many consents have been generated, and lets you
  12. access them.
  13. * Choose one *Email template* to send to subjects. This email itself is what
  14. asks for consent, and it gets recorded, to serve as a proof that it was sent.
  15. The module provides a default template that should be good for most usage
  16. cases; and if you create one directly from that field, some good defaults
  17. are provided for your comfortability.
  18. * *Subjects filter* defines what partners will be elegible for inclusion in
  19. this data processing activity.
  20. * You can enable *Accepted by default* if you want to assume subjects
  21. accepted their data processing. You should possibly consult your
  22. lawyer to use this.
  23. * You can choose a *Server action* (developer mode only) that will
  24. be executed whenever a new non-draft consent request is created,
  25. or when its acceptance status changes.
  26. This module supplies a server action by default, called
  27. *Update partner's opt out*, that syncs the acceptance status with the
  28. partner's *Elegible for mass mailings* option.
  29. #. Click on *Generate consent requests* link to create new consent requests.
  30. * If you chose *Manual* mode, all missing consent request are created as
  31. drafts, and nothing else is done now.
  32. * If you chose *Automatic* mode, also those requests are sent to subjects
  33. and set as *Sent*.
  34. #. You will be presented with the list of just-created consent requests.
  35. See below.
  36. New options for consent requests:
  37. #. Access the consent requests by either:
  38. * Generating new consent requests from a data processing activity.
  39. * Pressing the *Consents* smart button in a data processing activity.
  40. * Going to *Privacy > Privacy > Consents*.
  41. #. A consent will include the partner, the activity, the acceptance status,
  42. and the request state.
  43. #. You can manually ask for consent by pressing the button labeled as
  44. *Ask for consent*.
  45. #. All consent requests and responses are recorded in the mail thread below.