> For the complete documentation index, see [llms.txt](https://help.konnektive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.konnektive.com/konnektive-crm/admin-setup/plugins/express-consent/expressed-consent-crm-configuration.md).

# Expressed Consent CRM Configuration

**Note**: **These regulations only apply for Mastercard Trials**

The new Mastercard regulations affect **negative option billing merchants**. A negative option billing merchant provides a consumer with a sample of a physical product at no cost or nominal cost. The consumer agrees to an ongoing subscription after which the merchant ships the product on a recurring basis and charges the consumer full price.

The typical model is as follows

* Product is free on Day 1
* Consumer is charged for the “free trial” on Day 14
* Consumer is then shipped new product and charged again on Day 30

Before attempting to configure the Expressed Consent requirements for CRM, please click [here](/konnektive-crm/admin-setup/plugins/express-consent/expressed-consent-guidelines.md) to review our article explaining the new Mastercard regulations.

**1. Enable the Expressed Consent Plugin**

* The Expressed Consent plugin can be found by navigating to **Admin** > **Plugins** > **Express Consent**

**2. Configure your SMTP Profile and Twilio SMS Plugin**

* In order to allow your customers to receive Expressed Consent Emails and SMS Messages, configure a SMTP Profile and Twilio SMS Plugin.

**3.Mid Changes**

* Any mid that falls under **MCC of 5968: Direct Marketing—Continuity/Subscription Merchants** will be automatically enrolled in Express Consent
* Navigate to Merchants > Mid List and go into your NMI and Verifi Mids. You will see that your mid is automatically "**Enrolled In Express Consent**"

**4. Create an Expressed Consent Email Auto-Responder**

**Note** To remain compliant with Mastercard you must set up the following Auto-Responders: **Order Confirmation**, **Recurring Order**, **Trial Completion**, **Rebill Declined**, **Cancel Notification**, and **Expressed Consent**.

**Cancellation Policy: The merchant must provide a direct link to an online cancellation procedure on the website where the cardholder made the initial purchase. The merchant’s website must display a customer service phone number on the website maintenance page for periods during which the website is offline**

* Navigate to your campaign and click **Edit**
* Scroll down until you see the **Auto-Responder** section.
* Click on the **green plus button** to add a new auto-responder
* In the **Create Auto-Responder** Screen Select **Expressed Consent** for the **Event Name**. Then configure the Auto-Responder to your campaign specifications
* Once you have created the Expressed Consent Email Auto-Responder, you can edit the body of the email to your preferences. Though the expressed consent tags are required to be present on the email
* **\[express\_consent\_details]** = Contains Payment Amount, Payment Date, Recycle Billing Date (if a recycle billing profile exists), and Merchant Name (MID descriptor)
* **\[express\_consent\_yes]** = For email, a link to click for consent.
* **\[express\_consent\_no]** = For email, a link to click for consent denial.
* Make sure to save your changes!

**5. Create an Expressed Consent SMS Auto-Responder**

* After configuring your Email Auto-Responder, Scroll further down until you see the **SMS Auto-Responder** section.
* Click on the **green plus button** to add a new SMS auto-responder
* In the **Create SMS Auto-Responder** Screen Select **Expressed Consent** for the **Event Name**. Set your Validity Period and Resend Consent Days then hit **Creat**
* Once you have created the Expressed Consent SMS Auto-Responder, you can edit the body of the text message to your preferences. Though the expressed consent tags are required to be present on this message
* **\[express\_consent\_details]** = Contains Payment Amount, Payment Date, Recycle Billing Date (if a recycle billing profile exists), and Merchant Name (MID descriptor)
* **\[express\_consent\_yes]** = For sms, the code to text a consent reply.
* **\[express\_consent\_no]** = For sms, the code to text a consent denial reply.
* Make sure to save your changes!