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Filtering subscriptions, disclaimers, and terms by audience and territory

Key Takeaway

Set territory filters in Consent Administration, and set one subscription's audience filter in its Filter Attribute List field. Disclaimers and terms and conditions have separate filters of their own.

The Consent page in the Life Sciences Cloud for Customer Engagement app is where field users capture consent from healthcare professionals (HCPs) for communication subscriptions and their channels. The page also shows disclaimers and terms and conditions. Filtering decides which subscriptions, disclaimers, and terms appear, so a field user sees only the content that applies to a given account's audience or territory.

Where filtering is configured

Filtering is configured in two places. Territory-based filters are set in the Consent Administration settings of the Admin Console. The audience filter is set on each Communication Subscription record, in its Filter Attribute List field.

Consent Administration has a separate filter configuration for each type of content on the Consent page:

  • Subscriptions
  • Disclaimers
  • Terms and conditions

So a requirement about which disclaimers or terms appear is met with the disclaimer filters or the terms and conditions filters, not with the subscription filters.

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