The BlueConic customer data platform can help you manage marketing objectives for privacy and consent, such as compliance with privacy regulations including GDPR or CCPA/CPRA.
Using the Forms toolbar
This example does not ask for explicit consent, but instead assigns implicit consent when a customer or visitor volunteers information. Be sure to check with your legal team whether implicit consent is compliant with the data policies and regulations in your specific case. Set consent for one or more objectives when a visitor or customer submits the form using the “Forms” toolbar component. In the example of the above screenshot:
The email address input field and sign up button are placed using the BlueConic forms toolbar component.
The consent for the objective “Daily newsletter” should be set if the visitor clicks the “Sign up” button.
Take the following steps to set consent for an objective if a visitor submits a BlueConic form:
Open the dialogue containing the form.
Setup / edit the form in the dialogue.
Click the Submit settings
Click the Add action dropdown button and select Consent / refuse objective
Select the objective(s) for which the consent must be set when the visitor submits the form:
This is an example of how to retrieve consent when serving international customers from the U.S. and EU.
Using the “Manage consent” toolbar component
Many privacy regulations, including GDPR and CCPA/CPRA, specify that individuals be able to manage their consent when visiting sites and channels. This example explicitly asks for consent to a number of objectives in a lightbox shown to non-EU visitors that have not provided consent yet. The “Manage consent” component is purely focused on showing a list of objectives to the visitor. Take the following steps to use the “Manage consent” toolbar component:
Click Add dialogue to create a new dialogue.
On the Who tab, define a Dialogue specific segment as shown below:
On the What tab, Edit the contents of the lightbox and open the Insert object menu and select Privacy management components.
An overlay appears; click Manage consent:
The contents of the overlay changes. Use the Search or the Add multiple objectives option to select the objectives you want to show to the visitor:
Click the Settings tab to manage the appearance of the objectives, set the text for the submit button and define what should happen after the visitor presses the Submit button:
With your own form using the Privacy Consents and Refusals Listener
If you already have a non-BlueConic form on your website and want to set consents or refusals for Objectives depending on the answers visitors gave, use the Privacy: Consents and Refusals Listener.
Adding a new Privacy: Consents and Refusals Listener
Click Listeners in the BlueConic navigation bar.
Click Add listener.
In the window that opens, check the Show all box. Enter "privacy" in the search bar. Click Privacy: Consents and Refusals listener.
The listener page opens. You can expand or collapse metadata fields (favorite, labels, and description) by clicking the chevron at the top of the page.
Configuring the Listener
Next, you need to configure rules for the listener. Below is an example of what a configuration could look like:
The example shows a number of typical use cases that you can implement with the listener:
Checkbox is checked/unchecked – Rule 1 and 2 of the example show the configuration for My Checkbox A. The objective is consented if the checkbox is checked; the objective is refused if the checkbox is not checked. This will only be registered when the surrounding form is submitted.
Button is clicked – With rule 3 of the example, the visitor will consent to the objective after clicking My Button B. Clicking that button also has to trigger the submitting of the surrounding form.
Input field is filled – With rule 4 of the example, the consent for an objective is set if the visitor has entered any value into My Input Field C and its wrapping form is submitted.
Radiogroup/dropdown has a specific value – Rule 5 and 6 of the example both handle Radiogroup / Dropdown D. You can check for any value that a radiogroup/dropdown returns and set the consent/refusal for the objective. In this example, the consent is set for the value “YES,” and a refusal is set for the value “NO."
Hyperlink is clicked – Rule 7 of the example will set the consent for My Objective if the visitor clicks My Hyperlink E. Note that you have to enter the selector of the hyperlink twice, as the hyperlink will not be part of submitting a form.