For every lead that is added (automatically or manually) to your DenGro account a consent shield will be displayed. The consent shield is displayed on every lead's profile page and in the task summary for every new lead on your Today page.
The consent shield indicates what type of consent has been captured for this lead. The consent is usually captured in one or more of the following ways:
the lead fills in and completes an online enquiry form or contact form on the practice website or other landing page
the lead responds to an ad on Facebook or Instagram and shares their contact details
the lead interacts with the live chat or chatbot on your dental practice website,
you obtain the lead's consent in person
you obtain the lead's consent over the phone
Essentially, you should be capturing every lead's consent when they enquire about a treatment and want to be contacted so they can learn more, decide if they want to book a consultation and so on.
DenGro captures two legal bases of GDPR, these are:
1) Legitimate Interest: You (the dental practice) have consent from the lead to contact and discuss with them the specific dental treatment that they have expressed interest in.
2) (Marketing) Consent: You (the dental practice) have consent from the lead to send them emails and SMS promoting other treatments and services offered by your business.
The consent shield displayed (see the images below) will appear in three colour formats. The colour shown is determined by what type of consent has been captured and passed into DenGro. If you're ever in any doubt, just hover your cursor over the shield and a text box will pop explaining what consent has been captured.
You can update the consent by clicking the badge.
Yellow - Legitimate Interest has been been captured
2. Green - Legitimate Interest and Consent have both been captured
3. Green & Red - Legitimate Interest or Consent has been captured, not both
4. Red - Neither Legitimate Interest nor Consent have been captured.
