Multiple compliance centers in a form

Not too long ago I got some really good advice from someone at Microsoft. I had a customer who had an issue and this solution fixed all their problems. I promised Petr I’d blog about his brilliant solution – so here it is.

PS; If you’re not familiar with compliance profiles and consent center – I recommend reading this article.

Compliance center setup

The customer has multiple brands and has consent for those brands in three different areas, so their compliance center looks like this:

  • Brand A: Europe
  • Brand A: USA
  • Brand A: Norway
  • Brand B: Europe
  • Brand B: USA
  • Brand B: Norway
  • Brand C…….
  • Etc

As you can see, it’s a long list of compliance centers, but it all works very well for this customer. The consent is stored separately in the different profiles, for the users it’s simple because they have full control over which compliance profile to use for each email and the users can’t tell any complexity behind the scenes.

The problem

Their problem started after the feature for double opt-in was introduced. Suddenly they couldn’t have a registration form connected to multiple consent centers. It didn’t matter that they weren’t using the feature, the technical setup of the forms had changed to cater for the complexity of double opt-in. We went through multiple possibilities for setting it up:

  • Creating a CMS site where you first select the flag then go on to registration form
  • Re-structuring the compliance center to have one with multiple purposes and topics

Both of these had lots of issues and neither was a good solution for multiple reasons for us.

The solution

Petr came with a solution we didn’t even know was possible and it saved us a lot of work!

Use the same purpose from our existing compliance centers in a new compliance center which is just a collection of purposes and use this consent center in our forms.

The how to

When explained it’s super simple, but we at first couldn’t understand how to do it or even how it would work, so let’s go through how we do it set by step.

First I’ve created the two normal profiles (Brand A and Brand B) and one profile named “All brands”.

Compliance profiles

I then used the standard purposes. but gave each of the commercial ones new names (Commercial Brand A and Commercial Brand B).

Purpose in a compliance profile

Now to the brilliant part, that I wasn’t aware was an option. Lets add the purposes from the two profiles to our “All brands” profile. Don’t click on the “+ Add purpose”, but click on the arrow next and “+ Add existing purpose”.

Add existing purpose

You then select the compliance profile and add the purposes you want.

Add purpose from a different compliance center

Now that you’ve added the other purposes it’s time to create a form for customers to register on. Before the double opt-in update, you could choose different compliance profiles for each purpose you added to the form, but now you can just add one compliance profile. Here we’ll select the “All brands” profile.

Form and add purpose

In the form you can now add all the purposes and the consent will be stored in the correct place.

New form with multiple purposes

Form for the customers

Form for registrations

After I’ve filled in the form I can see that I’m registered to the purpose on Brand A.

Communication on the contact with Brand A compliance profile

And on compliance profile B, you’re also registered to the purpose from that.

Communication on the contact with Brand B compliance profile

So if you have multiple purposes from multiple compliance profiles – creating one big compliance profile containing all the existing purposes from other compliance profiles is the way to go! Super simple, and super efficient, so again, thank you Petr for showing us this solution!

Original Post https://malindonosomartnes.com/2025/02/18/multiple-compliance-centers-in-a-form/

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