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      Consents Guide

      The Consents feature in WeGive provides a centralized view of your supporters' subscription preferences for marketing and communication lists. It allows you to track who has subscribed or unsubscribed, how and when they made the change, and which message or campaign triggered the update. This is essential for managing compliance, understanding supporter preferences, and troubleshooting delivery or engagement issues.

      Accessing the Consents Table

      To view supporter consent preferences:

      1. Go to the Engagement tab in the WeGive Dashboard.

      2. Click on Consents.

      How to Use the Consents Table

      The table provides a row for each consent record—either a subscription or unsubscription—and includes:

      • Supporter Name: The individual who opted in or out.

      • Status: Whether the supporter is currently Subscribed or Unsubscribed.

      • Communication List: The specific list they updated (e.g., "Marketing Contacts", "Monthly Newsletter").

      • Last Activity Date: When the preference was last changed.

      • Source Message: The specific message that led to the change.

      • Source Message Campaign: The campaign associated with the source message.

      • Source Message Journey: The journey (if applicable) tied to the message.

      Filtering Options

      You can filter by:

      • Donor

      • Communication List

      • Subscription Status (Subscribed/Unsubscribed)

      • Source Message

      • Campaign

      • Journey

      These filters allow you to narrow down to specific lists, messages, or segments of supporters for analysis or troubleshooting.

      Viewing a Consent Record

      Clicking on a record allows you to view:

      • Supporter Details

      • Linked Communication List

      • Status: Subscribed or Unsubscribed

      • Created Date

      • Updated Date

      • Double Opt-In Requirement: Whether this list required confirmation.

      • Last Source: The most recent message that triggered a change.

      This helps you understand exactly how a supporter’s status was updated and whether it required verification.

      Audit Logs for Consents

      Each consent record includes a detailed Audit Log to track all changes:

      • Audit Log ID

      • Changed By:

        • WeGiveSystem for system or automated updates

        • User name and email for manual updates

      • Action: Created or Updated

      • Model: Always "Consent"

      • Model ID: Internal record ID

      • Additional Metadata:

        • IP Address

        • User Agent (browser/device)

        • Timestamp

      This is especially helpful for compliance, troubleshooting, or verifying supporter-reported issues.

      Common Use Cases

      • Monitor Unsubscribes: Identify which messages or campaigns are leading to opt-outs.

      • Compliance Tracking: Show when and how a supporter gave consent.

      • Journey Optimization: Understand which part of a journey triggered a subscription change.

      • Support Investigations: Determine if a supporter was supposed to receive an email but unsubscribed.