Navigating Consent in Co-Registration Flows

The CoReg Reality

Co-registration (CoReg) is a cornerstone of lead generation. A user fills out a primary form, then proceeds through a series of offer pages where they can opt in to receive information from partner advertisers. It's efficient for users and valuable for advertisers.

But from a compliance perspective, CoReg introduces complexity. Each offer page may have different consent language, different disclosures, and different partners listed. The user's journey spans multiple pages and multiple consent decisions. When a TCPA claim arises months later, you need to reconstruct exactly what happened.

The Documentation Challenge

Traditional consent capture approaches often struggle with CoReg flows:

The Fragmentation Problem

If you're capturing consent evidence per-page without session awareness, you end up with scattered records that are difficult to piece together. When legal needs to understand a user's complete consent journey, they're hunting across multiple systems and records.

The Partner Attribution Problem

On a CoReg page with multiple offers, which partners did the user actually consent to? Did they check all boxes, some boxes, or just the primary one? The evidence needs to clearly show the state of each consent option.

The Timing Problem

Users move through CoReg flows at their own pace. Some spend seconds on each page; others take minutes. Precise timestamps for each consent action help establish the user's deliberate progression through the flow.

Best Practices for CoReg Consent

1. Session-Based Capture

The key to CoReg consent documentation is thinking in terms of sessions, not individual page loads. A session represents a user's complete journey through your funnel—from initial form submission through all CoReg pages they encounter.

With session-based capture, all consent evidence for a user's journey is automatically grouped together. When you need to retrieve evidence for a particular lead, you get the complete picture in one package.

2. Capture at Each Decision Point

Don't wait until the end of the funnel to capture evidence. Each page where a user makes a consent decision should trigger a capture. This creates a chronological record of the user's progression and decisions.

3. Visual Clarity on Checkbox States

For pages with multiple consent options, the visual evidence should clearly show:

• Which checkboxes were checked and which were not
• The disclosure language associated with each checkbox
• Any partner lists or "view partners" disclosures
• The overall page layout and context

4. Consistent Metadata Across the Journey

Use consistent identifiers across all captures in a session. This typically includes:

• A session identifier that ties all captures together
• User identifiers (email, phone) captured on the initial form
• Page or offer identifiers for each step in the journey
• Partner or advertiser identifiers where relevant

5. Handle Partner Data Sharing

In many CoReg scenarios, multiple parties have an interest in the consent evidence:

• The lead generator who runs the funnel
• The advertisers whose offers appeared on CoReg pages
• Any intermediaries or networks involved in the lead transaction

Your consent capture system should support secure sharing of evidence with authorized parties, ideally without requiring each party to pay separately for the same evidence.

The Unified Package

When done right, CoReg consent documentation produces a unified evidence package for each user journey:

1. The initial form submission with primary consent
2. Each CoReg page the user encountered, with visual evidence of their selections
3. Precise timestamps for each step
4. Technical metadata (IP, geolocation) consistent across the session
5. Clear linkage between all captures via session identifier

When a claim arises, you can pull this complete package in seconds and see exactly what the user saw and agreed to at each step of their journey.

Pricing Considerations

CoReg flows can involve many consent captures per user—sometimes ten or more across a full journey. Pay-per-capture pricing models can make this expensive.

Look for session-based pricing that covers all captures within a user's journey for a single charge. This aligns pricing with business value (one lead = one charge) rather than penalizing comprehensive documentation.