Consent tiers
Every contact in CartonCrew (volunteers, requesters, donors, signup attendees) has a consent tier that controls which kinds of email they can receive.
Who this is for: anyone composing email or running a campaign.
The tiers
| Tier | Receives | Typical example |
|---|---|---|
| None | No marketing or campaign email; transactional only (e.g. their own event signup confirmation). | A request submitter who didn’t tick anything. |
| Campaign | Campaign emails ABOUT the program they’re touching, plus all transactional. | A volunteer for a specific event — gets updates about that event. |
| Marketing | Anything — campaigns, marketing newsletters, transactional. | A donor who opted into newsletters. |
A campaign-tier contact getting a marketing newsletter is a regulatory red flag (CAN-SPAM, GDPR). CartonCrew refuses to send marketing-tier campaigns to consent=Campaign or below.
Where consent is captured
- Volunteer signup — opt-in checkbox on the public signup form (defaults to Campaign).
- Donor recordings — set when the donor record is created.
- Request submitter — captured on the request form (defaults to None).
- Imports — explicit field in the CSV importer.
Common issues
- A recipient was filtered out at send — they’re below the campaign’s required tier. Either change the campaign’s tier (if appropriate) or update the contact’s consent on their own record.
- Want to upgrade a contact’s tier — open their record → Consent → pick the higher tier → save. CartonCrew records the change in the audit log with timestamp + actor.
Last updated: 2026-06-01 · Applies to: CartonCrew v1.54+