2.1.5 Insta Retail Onboarding - Consent & Preferences

Section to add consent and preferences of the party including e-sign, marketing, minor, and tax.

Note:

The fields marked as Required are mandatory.

1. On the Insta Retail Onboarding screen, click and expand Consent & Preferences segment.
2. On the Consent & Preferences segment, click Edit on the Consent & Preferences widget.
   The Consent & Preferences screen is displayed.
3. On the Consent & Preferences screen, click and expand e-Sign.
4. On e-Sign consent segment, enable toggle to capture e-sign consent of the party. For more information on fields, refer to the Table 1-38 table.
5. On the Consent & Preferences screen, click and expand Marketing Communication.
6. On the Marketing Communication segment, enable toggle to capture marketing communication consent of the party.
7. Click on the icon on the Marketing Communication segment.
   The Add Marketing Communication screen is displayed.
8. Specify the details on the Marketing Communication segment. For more information on fields, refer to the Table 1-39 table.
9. On the Consent & Preferences screen, click and expand Privacy Information.
10. On the Privacy Information segment, select the check box for the privacy information consents of the party. For more information on fields, refer to the Table 1-40 table.
11. On the Consent & Preferences screen, click and expand Minor segment.
12. On Minor consent segment, enable toggle to capture minor consent of the party. For more information on fields, refer to the Table 1-41 table.
13. On the Consent & Preferences screen, click and expand Tax Consent segment.
14. On Tax Consent segment, enable toggle to capture tax consent of the party.