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Transition consent

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Important

The outbound marketing module will be removed from Customer Insights - Journeys on June 30, 2025. To avoid interruptions, transition to real-time journeys before this date. More information: Transition overview

Consent is an essential requirement that allows customers of Customer Insights – Journeys to send marketing messages. Customers who already use outbound marketing can transition consent settings to real-time journeys. Consent management, however, is more sophisticated in real-time journeys. The differences and how to transition consent are described in: Consent management and double opt-in transition guidance. This article also describes how to migrate subscription lists to real-time journeys to send out segment-based newsletters. For a more detailed discussion, see Understanding consent management in Dynamics 365 Customer Insights - Journeys - Dynamics FastTrack Blogs

Customers going through the transition to real-time journeys are recommended to focus initially on moving the journeys and emails themselves, keeping the contact-based consent system in place in outbound marketing. Leveraging the ability to use the outbound marketing subscription centers (see Use outbound subscription centers in Customer Insights - Journeys, emails will be able to respect the previously captured consent and keep updating regardless of whether the journey is built in outbound marketing or real-time journeys. Once all journeys have been transitioned, transition the consent by completing the following steps:

  • Create a real-time journeys preference center based on a compliance profile.
  • Configure topics that match subscription lists.
  • Use the Load Consent tool to copy consent from contacts and subscription lists.
  • Switch emails to use the newly created compliance profile.
  • Recreate segments based on topics (optional).

When capturing consent from contacts, implementing a double opt-in (DOI) feature is sometimes necessary. You can activate the DOI for your compliance profile in real-time journeys.

Tip

If you have questions or comments, visit the Customer Insights - Journeys community forum