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How to run a re-permissioning campaign

At NationBuilder, we take data privacy very seriously, and we have some advanced privacy tools that you can use in addition to your existing ability to collect consent from your users. Using these tools, you have the ability to apply those consents and use NationBuilder to manage how you build relationships with your supporters. This HOWTO will outline the steps you need to take to run a re-permissioning campaign to gather the consent you need from your supporters. 

A few things to note:

  • Communication options will reflect consents granted.
  • Your supporters can change their consent settings at any time.
  • Consent forms can be added to any page or emailed to supporters.
  • NationBuilder Match can be disabled for your Nation.

Table of Contents

Turn on advanced privacy settings

Advanced privacy settings can be turned on under Settings > Defaults > Basics. This will grant control panel users access to the advanced privacy tools. 

Nationbuilder Match

You have two choices when it comes to NationBuilder Match and your re-premissioning campaign. You can disable Match completely (see below) OR you can set up Match so that it is only run when consent is given. To do so, make sure Match is turned on at the nation level in Settings, and set up a consent subject with Processing type "Match"

NationBuilder Match can be disabled by going to Settings > Defaults > Basics > uncheck Enable Match > click Save settings.

When Match is disabled off no new Match data will be added to profiles. The data that has already been Matched will remain.

Set up consents

Consents can be set up at Settings > Privacy > Consents. These are set up BEFORE you create your consent forms, as these will be used on those forms. 

Create a consent form

To create a consent form, go to Settings > Privacy > Consent form > + New consent form.

1. Slug- Give the consent form a title, e.g. email_consent_form.

2. Language- Select the language you'd like the form to display in.

3. Headline- Add introductory text to get people's attention.

4. Content- Fill in a description about the consent you are asking for. Think about your target audience and be specific about why you are collecting the data and what it will be used for. 

Note, you have text editing options at the top of the content editor, you can also include images and links. (Pro Tip: To edit in full screen mode, click the arrows icon in the upper right corner of the content editor.)

5. Consent subject- Using the dropdown menu, choose what consents you would like included on the consent form from the list of consents you have already created. 

You can add more consent options by clicking the blue + Add another consent option link at the bottom of the page. You can delete consent options by clicking on the Trash Can  button.

6. Description- Write a description of the consent so users know what they are opting in to, e.g. "Can we occasionally contact you via email?"

7. Click Save settings . Your form will be saved and will now live in your consent forms list. 

If you'd like to view what your form will look like to your supporters, click on the live form link at the top of the page. 

8. If the form is complete, and you're ready to send it to supporters, click Publish . Note that you will no longer be able to edit the form once it is published, as we have to ensure that the consent options do not change so that the log is accurate. Think of it similar to sending an email blast, once it’s sent you can’t change it anymore. We recommend creating another consent form if you want to edit it.

You can create as many consent forms as you wish as needed for your Nation. For example, maybe you just want email consent from people or maybe you need data/email/text consent from people, maybe only half you nation needs email consent and only half need text consent, etc.

All of your consent forms will live at Settings > Privacy > Consents.

Send your consent form

You've created consents and consent forms, and now you're ready to send these out to your supporters! To do so, you need to create an email blast

Within your email, copy the liquid variable text displayed on your consent form list (Settings > Privacy > Consent Forms)  e.g. {{ "Replace with link text" | consent_form_link slug:"email_text_consent" }}, and paste it into the body of your email.

Write in whatever you'd like your call to action to be where it says "Replace with link text" (Make sure to keep the quotation marks!)

For example: {{ "We need to hear from you!" | consent_form_link slug:"email_text_consent" }}

 Do NOT stylize your liquid variable (e.g. use bold, italics, etc.), as this will make the link unusable.

When you send out the blast, users will click the link to populate the form (which will look similar to the one below) and fill it out. The form will populate at a unique and private URL (the fancy word is tokenized URL). It is sent for the specific person the email is addressed to, this way no one else can come to this page and change anything.

 The link will expire 30 days from the email sent date.

 The system will not prevent you from communicating with people who have not given consent. It is up to you to determine whether you can continue to do so.

Using consent data

Once you've launched your re-permissioning campaign, you can use filters to find responses to each of your consent subjects. 

To find responses, go to People > click the Filterbutton, and click + Add Criteria .

1. In the search box, type consent, and you will see the criteria "Consent Response". Click on it. 

2. Select the response you are looking for from the dropdown menu.

  • Responded yes includes everyone who responded yes to the selected consent subject.
  • Responded no includes everyone who responded no to the selected consent subject.
  • Did not respond includes everyone who has never responded to the selected consent subject.
  • Responded includes everyone who has a recorded consent, either yes or no, to the selected consent subject.

3. Select the consent subject you would like to view responses for. 

In the example above, I want to find all people who responded "yes" to my consent subject "email updates."

4. Click Filter . Your list will populate below the Filter button.

Turn on advanced privacy

NationBuilder Match

How to set up consent

How to create an email blast

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