Using the Aftersales Diary processes in conjunction with the new permissions and how these will influence and change how the Aftersales Diary will deal with these.
Within CRM > Parameters > Communications > Data Protection > Process Mapping, we can set Permissions for the Aftersales Diary for Consent Categories.
Within Process you will see the ASD Event.
Once selected you will be able to choose the Description field which will display all the possible events that can appear within the aftersales diary.
By default, if nothing is selected no consent is required to any of the forms of communications for a customer regarding the Aftersales Diary.
You do not need to create this mapping, if you do not require customer consent to contact them regarding Aftersales Diary contacts.
The Allowable contact methods will still work as they do currently i.e. if they do not allow SMS, they will not receive an SMS.
This mapping process has been added so should a contact be deemed that permissions should be acquired;
In the below example we will select the MOT option as the reason for contact, which may require a permission.
You can then select the Consent Categories Required. You can select more than one if required.
Within CRM > Parameters > Aftersales Parameters > Contact Plans.
The set up contained is unchanged, however if you were to set up Processes Mapping for any of the events, it will take into account any of the consent categories that have been set against the mapping, when attempting the methods of contact set.
For example, if the customer has not allowed the email flag for the Consent Category set, then this form of communication will not be sent.
The email and letter options will have selected Letter or email HTML held against them;
If these have also been mapped within the Process Mapping for contact, then the same Consent Category options will also be taken into account before any communication is sent.
This would occur if you have Letter/Email templates set within Process Mapping and also the Aftersales Diary Event.
If you did not want to set up Processing Mapping against all the events, then the Letter or Email can be set up as templates with the Consent Categories required and the system would look at these permissions.