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Updating Contact Consent Privacy Details
Updating Contact Consent Privacy Details
Liam avatar
Written by Liam
Updated over a year ago

To update all 'in-season' (currently active) consent-related privacy details for a specific contact we simply need to pass some XML post data specifying the contact ID we wish to update and the area this contact resides in. If no consent privacy detail exists for the contact then one is created. If we wish in the same XML we can also update the processing detail combinations for this contact ID. Do note that only the processing detail combination that is passed is updated. All other combinations will have no changes applied.

The following is an example of the XML that can be used:

<?xml version="1.0"?>

<PrivacyData>

<Area>007</Area>

<ContactId>5550</ContactId>

<ProcessingDetails>

<Detail>

<CategoryName>Car Insurance</CategoryName>

<ChannelName>Email</ChannelName>

<Selected>true</Selected>

</Detail>

<Detail>

<CategoryName>Car Insurance</CategoryName>

<ChannelName>Phone</ChannelName>

<Selected>false</Selected>

</Detail>

<Detail>

<CategoryName>House Insurance</CategoryName>

<ChannelName>Email</ChannelName>

<Selected>true</Selected>

</Detail>

<Detail>

<CategoryName>House Insurance</CategoryName>

<ChannelName>Phone</ChannelName>

<Selected>true</Selected>

</Detail>

</ProcessingDetails>

</PrivacyData>

This XML needs to be posted to the following URL:

<path to FIVE CRM installation>/api.php?mode=privacyDetails&hash=<hash>

<hash> can be found by going to the Menu option, Setup > Users, User Profiles. Click on a name, the hash is displayed at the top of the screen.

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