Explain the purpose → Record the choice → Carry updates forward → Review the evidence. Connect the purpose, preference and later changes to the audience or workflow that uses the record.
The operating map
A customer choice should travel. Explore the infographic below the film for the full workflow.
The next useful action
Connect the purpose, preference and later changes to the audience or workflow that uses the record.. Connect the question, the evidence and the next useful action.
THE WORKFLOW, EXPLAINED
A customer choice should travel.
Connect the purpose, preference and later changes to the audience or workflow that uses the record.
Bring source, notice, purpose and relevant preference information together with the customer record. Keep business hierarchy and purpose definitions understandable to the people operating the programme.
02
Support the customer journey
Plan how preferences are collected, changed and withdrawn across the channels in scope. Define how those updates reach campaign preparation and other connected workflows.
03
Make operations reviewable
Agree the audit evidence, legacy migration treatment, access roles and escalation responsibilities. Review the implementation with the responsible business and legal teams.
04
Scope the deployment
ConsentFirst should be assessed against the organisation’s actual data flows and applicable requirements. Ask for a specific walkthrough of acquisition, preferences, withdrawals, audit records and integrations. Product use alone does not establish legal compliance.
