Objectives overview

Using a customer data platform (CDP) such as BlueConic makes it much easier to manage marketing objectives such as privacy and consent. In BlueConic, you can use Objectives to manage marketing objectives and the items related to them. Objectives help you keep track of the purposes for which you store data and for which purposes actions are taken.

Enable consent management on objectives to use them for visitor or customer privacy management -- for example to use BlueConic to comply with GDPR, CCPA, or other privacy regulations. Items contained in objectives are only executed if the customer or visitor consented to at least one of the consent objectives.

Getting Started with Objectives for privacy and consent management

To use Objectives, you must have the "Objectives" permission or the default permission associated with one of the following BlueConic user roles:

  • Application Manager
  • Online Marketer
  • BlueConic Support

Viewing Objectives

Navigate to the Objectives tab by clicking More in the Navigation bar and then choosing Objectives.

How do I use the BlueConic customer data platform for GDPR, CCPA, PIPEDA, NYPA, SB220 and consumer privacy regulations?

On the Objectives tab, you can see a table of your organization's purposes with the following default columns:

  • Name
  • Consent enabled
  • Last consent
  • Consent percent %
  • Last modified

How to use BlueConic objectives for marketing objectives, privacy, consent, GDPR compliance, and CCPA compliance

You can add more columns to this table through the Columns drop-down list:

  • Favorites
  • Name
  • ID
  • Consent enabled
  • Last consent
  • Consent percentage %
  • Times used
  • Labels
  • Created by
  • Last modified by
  • Created 
  • Last modified

You can filter Objectives through the Filters drop-down list:

  • Labels
  • Last modified
  • Creation date
  • Created by
  • Last modified by
  • Favorites
  • Consent enabled

Adding Objectives

To add an Objective, follow these steps.

  1. From the Objectives tab, click Add objective. A page for the new Objective opens.

    How to use BlueConic customer data to target customers with privacy and consent management compliance for GDPR, CCPA, PIPEDA, and privacy legislation zones, etc.

  2. Enter a name for the Objective in the text box.
  3. An Objective ID is given automatically. To edit the Objective ID, click it and enter new text.
  4. Check the Consent management box if your customers or visitors need to have given consent before the items in this Objective can access their profiles.
    After checking the box, enter a Consent title and Consent description for the consent given by your customer.
  5. Select one or more privacy legislation zones to the current objective.
    How do I use BlueConic privacy and marketing consent objectives for compliance with privacy regulations including GDPR, CCPA, PIPEDA, SB220, NYPA, and privacy legislation zones?
  6. Add items that the Objective should contain by clicking the Select... text underneath each heading. Items include:
    • Connections
    • Dialogues
    • Trackers
    • Global listeners
    • Listeners
    • Segments
    • Notebooks

    How to add GDPR or CCPA privacy compliance to BlueConic customer profiles, data connections, content dialogues, external trackers, data collection listeners, and behavioral customer segments?

    After selecting an item, click Ok.
    Adding an item to objectives with consent management enabled means that it will only be executed if a visitor consented to at least one of the objectives it is contained in.
    In the results list for advanced search, you can use Select all to add several items at once.

    How to use advanced search to add GDPR and CCPA privacy and marketing compliance to the BlueConic CDP

    Note: You can also assign objectives to connections, listeners, and external trackers from the objectives widget in the right side bar of the Connection, Listener, or External Tracker window.

    How to manage privacy compliance for customer data for GDPR, CCPA, PIPEDA, NYPA, SB220 legislation zones using BlueConic

  7. On the top right corner of the screen, click Save.

Editing Objectives

To edit an existing objective, click the Objective's name in the Existing Objectives table on the Objective tab.

Viewing Statistics and Related Items

To view an Objective's Statistics and Related Items, hover over the bar on the right side of the Objective's page.

How do I find related items for GDPR CCPA privacy compliance in the BlueConic customer data platform?

How do I see where my GDPR or CCPA privacy and marketing compliance rules are used and get statistics in BlueConic?

The Statistics widget shows the percentage of profiles that have given consent for this Objective and the last time a visitor has given consent for this Objective. The Related Items widget shows all items the Objective contains.

Deleting Objectives

You can only delete an Objective if it contains no (0) items. To delete an Objective, click the arrow by Save, then click Delete.

How do I delete GDPR or CCPA privacy objectives in the BlueConic customer data platform?

A pop-up window appears. Click Ok to confirm the deletion of this Objective.