Global

Consent-led marketing data: Email, cookies, tracking and remarketing compliance essentials

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 12 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
At onboarding for email, CRM and paid media staff
Last reviewed
21 Oct 2026
Cookies, pixels and tracking
What would you do?

A new advertising pixel is added to the checkout page and fires as soon as the page loads in the EU

Try it: this is one of 16 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Scenario, sorting activity, process, tabs and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, word cloud, poll, ranking slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 288.0Achieve ≥ 80% on the final assessment-Whole course
SO 288.1Explain why consent and honest data use matter for trust and for the organisation's legal riskBest practiceWhole course
SO 288.2Describe, in principle, how opt-in and opt-out regimes for marketing email differ, and what every regime expects of sender identity and unsubscribing + your infoCAN-SPAM Act (US) [unverified]; GDPR and ePrivacy Directive (EU) [unverified]; CASL (Canada) [unverified]Whole course
SO 288.3Decide whether a cookie, pixel or tag needs consent before it runs + your infoGDPR and ePrivacy Directive (EU) [unverified]Whole course
SO 288.4Handle remarketing audiences and customer-list uploads so that opt-outs, including the right to opt out of sale or sharing, are respected + your infoCCPA/CPRA (US state) [unverified]Whole course
SO 288.5Keep consent records and a preference centre, and re-engage inactive contacts without breaking the rules + your infoBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 12 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why consent is a marketing skill

3 pages

7 min
Before you beginNoteList
The spring saleTextImage
What would you ask first?ChecklistKey factQuiz
2

Email rules compared

3 pages

7 min
Opt-in and opt-outTabsNote
Sort the emailSorting activity
CheckFlashcardsMatching quiz
3

Cookies, pixels and tracking

3 pages

7 min
What countsAccordion
Does it fire?Scenario
CheckMulti-select quizNote
4

Remarketing, audiences and customer lists

3 pages

7 min
The principlesProcess
After an opt-outScenario
CheckQuizNote
5

Records, preference centres and inactive contacts

3 pages

7 min
What to keepChecklist
Inactive contactsScenario
Who do I ask?Sorting activityMatching quiz
6

Practise and ask for help

2 pages

5 min
Your next stepsProcessYour infoYour infoYour infoNote
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "principles, not legal advice; your privacy team sets the rules
Word cloudWhat is hardest about consent in your campaigns?
PollWhere do most of your contacts come from?
Content · customiseOpt-in versus opt-out in one picture; what all regimes expect {{EMAIL_RULES_BY_REGION}}
QuizA purchased list gives you… (No proof of consent: ask the privacy team ✔; consent for any campaign; the right to send; a lawful basis everywhere)
QuizA customer opted out of sale or sharing. The remarketing upload should… (Exclude them ✔; include at lower budget; include if loyal; include if they opened an email)
RankingRank the first checks before a new tracking pixel goes live
ScaleHow confident are you deciding whether a tag needs consent?
Open-ended / Q&AA consent situation you are unsure about
Content · customiseClosing {{HELP_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which part is still unclear? multiple choice
  6. How confident are you knowing when to stop and ask the privacy team? 1-5 scale
  7. Which should the refresher focus on? ranking
  8. I feel safe saying a campaign should wait for a consent check. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the marketing consent and tracking guidance? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

12 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Help contact{{HELP_CONTACT}}
  • Policy link{{POLICY_LINK}}
  • Escalation route{{ESCALATION_ROUTE}}
  • The organisation's rules for each region it markets in, written by the privacy or legal team{{EMAIL_RULES_BY_REGION}}
  • The audience and tag tools staff may use{{APPROVED_AUDIENCE_TOOLS}}
  • How long inactive contacts and consent records are kept{{RETENTION_RULE}}
Show all 12 fields
  • Next course link{{NEXT_COURSE_LINK}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}
  • Course URL{{COURSE_URL}}
  • Live session URL{{LIVE_SESSION_URL}}

FAQ

Common questions

Can I run consent-led marketing data: Email, cookies, tracking and remarketing compliance essentials training online?

The course itself is self-paced and online, and the live deck lets you add a live session. Whether online delivery meets your local rules depends on the law that applies to you, so check the rules that apply to you or ask your own counsel.

How often is this training needed?

At onboarding for email, CRM and paid media staff, before a new tracking tool or audience upload, and annually.

Who needs this training?

Email, CRM and lifecycle marketers; variant for paid media and remarketing specialists; run by L&D with legal, privacy and marketing operations teams.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when. Check the retention period that applies to you in the rules that apply to you.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply. Keep anything your own law requires you to cover.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck