Navigate to the CASL Compliance Centre on your Home Dashboard. Here is where you can configure the CASL Consent statuses of both your contacts and contact lists.

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Read: Tag An Entire Contact List

Read: Tag An Individual Contact

Additionally, we have pre-set workflows for CASL.

Read: Create a Webform Optin Workflow

The Web form Optin Workflow can be added to any existing web form. Choose an existing web form from the drop down menu. By selecting a form, you are signing that any contact who registers on the selected form will enter the Webform Optin Workflow.

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Now select Create a Webform Optin Workflow.

Here, you will be able to configure the workflow Conditions and Activities. You’ll notice the Activity has already been pre-set. It signifies that the contact will be tagged with Express Consent status and the source and method will be tagged Website form.

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When both Conditions and Activities are set up, all that’s left to do is enable the workflow to run. To do this, select Enable.

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Read: Create an Optin Expiration Renewal Workflow

The second pre-set workflow can be set up to convert a contact’s Implied Consent expiring ahead of time. Implied Consent status expires within 2 years of entering your database.

Select Create an Optin Expiration Renewal Workflow.

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Here, you’ll notice two conditions have been pre-set. First, the contact’s CASL status is Implied Consent. The second condition indicates that the contact’s optin expires in less than 90 days. You can edit the condition to customize it to a timeframe you desire.

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Next, define your workflow activities. You’ll notice that workflow has been pre-set for you however you can configure it. It signifies that an email will be sent with the subject “Renew your subscription.”

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To configure these settings, select configure.

Select Choose Template to customize the email template.

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Choose Save/Add Activity when done.

When both Conditions and Activities are set up, enable the workflow to run. To do this, select Enable.

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