Marketing Consent

Marketing Consent allows your practice to manage whether leads receive marketing and promotional communications via email, SMS, and WhatsApp.

Boxly lets your team set a default consent behaviour, while always ensuring the lead's own preference comes first.

Marketing Consent is not just a toggle. It is a system that says: "The patient's choice always wins."

Why Marketing Consent Is Useful

Sending marketing messages to leads who have not agreed to receive them can damage trust and create compliance risks.

Instead of manually tracking who should or should not receive communications, Boxly captures and respects each lead's preference automatically.

This helps practices:

• Stay compliant with marketing communication standards

• Respect patient preferences without manual effort

• Avoid sending unwanted messages

• Keep a clear record of each lead's consent status

How Marketing Consent Works

Consent is managed at two levels:

1. Practice Default: configured by your team admin in Settings

2. Lead Preference: captured from the lead directly, or updated manually

The lead's preference will always override the practice default. If a lead has expressed their own choice, that choice takes priority, no matter what the default is set to.

Supported Channels

Marketing Consent is currently available for:

• Web Form

• Chatbot

Support for additional channels will be added in future updates.

Setting the Practice Default

Only Admins can configure Marketing Consent defaults.

Settings are located in:
Settings → Account → Marketing Consent

Admins can set the default consent status for:

• Email marketing

• SMS marketing

• WhatsApp marketing

Each channel can be individually set to Opt-In or Opt-Out.

How Lead Consent Is Captured

When a lead submits a web form or interacts with the chatbot, they may be asked whether they want to receive marketing communications.

Example

A lead submits an enquiry via a web form.

• The practice default is Opt-In for email and SMS

• On the form, the lead agrees to email but opts out of SMS

• The lead is created with email consent enabled and SMS consent disabled

The lead's choice overrides the practice default automatically.
No manual action is required from your team.

Viewing and Updating Consent on a Lead

Each lead's consent status is visible directly on their lead card.

You can find it under:
Lead Card → Contact Section

Updating Consent Manually

If a lead's preference changes at any point:

1. Open the lead card

2. Go to the Contact section

3. Find the Marketing Consent toggle

4. Turn it on or off as required

Changes take effect immediately.

How This Works in Your Practice

A team admin sets the practice default to Opt-In for email and SMS. A new lead arrives via a web form and opts out of SMS but agrees to email. Even though the default has SMS opted in, the lead's preference overrides it automatically, no manual action needed.

Some time later, the lead asks to stop receiving emails during a conversation. A team member opens the lead card, goes to the Contact section, and toggles off email consent. The change is saved instantly.

Without Marketing Consent, the lead may have received messages they never agreed to. With it, their preferences are always respected, automatically and manually.

FAQs

Who can configure Marketing Consent settings?
Only Team Admins, via Settings → Account → Marketing Consent.

Which channels are currently supported?
Web Form and Chatbot. More channels will be added in future updates.

Does the practice default always apply?
No. If a lead has expressed their own preference, that will always take priority.

Where can I see a lead's consent status?
In the Contact section of the lead card.

Can consent be updated after a lead is created?
Yes. Any team member can update the toggle in the Contact section of the lead card at any time.

What if the lead did not see a consent option on the form?
The practice default setting will apply.