Audit and Fix Consent Text Across Your CRM Assets
This guide explains how to scan your lead-capture assets for compliant consent language, review issues efficiently, and apply standardized consent text in bulk where necessary. You will learn where to initiate the audit, how results are categorized, and how to resolve non-compliant assets quickly.
What Is the Audit and Fix Consent Tool?
The Audit and Fix Consent tool centralizes consent management by scanning supported assets for compliant opt-in language and enabling bulk corrections. This helps reduce risk and ensures consistency across your capture points, so downstream messaging and calling respect contact preferences.
Key Benefits
Understanding the advantages helps you decide when to run the audit and what outcomes to expect, especially if you manage many assets or multiple locations.
- Complete Visibility: View consent status across Forms, Surveys, Calendars, Facebook Lead Forms, and Chat Widgets in one place.
- Bulk Corrections: Apply compliant consent text to supported assets with one click to standardize language quickly.
- Outbound Recognition: Ensure contacts who opted in via surveys, appointment bookings, Facebook forms, or chat widgets are recognized for outbound calling and messaging.
- Time Savings: Replace manual, asset-by-asset checks with a single audit workflow.
- Risk Reduction: Minimize missed or inconsistent consent language that could impact deliverability or compliance.
Supported Assets
Knowing which assets are covered helps you prioritize fixes and avoid surprises.
- Forms
- Surveys
- Appointment Forms / Calendars
- Facebook Lead Forms
- Chat Widgets
How to Set Up and Use Audit and Fix Consent
A structured setup ensures accurate audit results and precise bulk fixes.
- Open Voice AI: Navigate to the AI Agent option in the left pane of your sub-account and select the Voice AI page. If Outbound is enabled, you will see a tooltip on the page.
- Complete Verification: If verification hasn’t been done before, click “Update Disclosure” to complete the process.
- Run Audit: Select the location(s) and asset types to include. Start the scan and wait for results to populate.
- Review: Filter results by “Needs Attention.” Click an asset to preview its current consent language.
- Select Assets: Check the boxes for the assets you want to update now.
- Preview Fix: Open the Bulk Fix modal to review the standardized consent text and placement.
- Apply: Confirm to apply compliant text to the selected assets.
- Verify: Spot-check a few assets and, if needed, re-run the audit to confirm status.
- Facebook Lead Forms: Edit consent directly on Facebook; then return and re-scan to refresh status.
Frequently Asked Questions
Q: Does the audit change my existing custom legal language?
A: You can choose whether to replace or append when applying a bulk fix. Review the preview before confirming.
Q: Can I undo a bulk fix?
A: If your account offers change history or versioning for the asset type, revert there. Otherwise, manually edit the asset to your preferred text and re-run the audit.
Q: Are Facebook Lead Forms auto-fixed by the tool?
A: No. They appear in results for visibility, but you must update their consent language directly on Facebook.
Q: How often should I run the audit?
A: Run after creating or importing new assets, after major policy updates, and periodically as part of compliance hygiene.
Q: Does the audit evaluate language for every region’s law?
A: The tool checks for standard elements of compliant consent. Because laws vary, confirm final wording with legal counsel.
Q: Will this update double opt-in settings?
A: The audit focuses on consent language in assets. Manage double opt-in and related messaging settings in your messaging/compliance configuration.
Q: Where do I see a contact’s consent status once captured?
A: Check the contact record and any outbound messaging/calling eligibility indicators supported by your account.
Q: Can I exclude certain assets from bulk updates?
A: Yes. Use selective apply—only the assets you select are updated.