In BlueConic, you can add consent Objectives to objects such as Connections, Listeners, AI Workbench Notebooks, and External Trackers, making sure that the object only applies to customers who have given consent to at least one of the selected Objectives.
To add consent Objectives to Segments and Dialogues, you use Filters. See Use Filters to add Objectives to Segments or Dialogues below.
How to add an Objective to BlueConic Connections, Listeners, Notebooks, or External Trackers
Add Objectives to a BlueConic Connection (or Listeners, Notebooks, or External Trackers) by following these steps.
Navigate to the Connection's page and click the right sidebar.
Click Add to objective.
A pop-up window appears. Click the Objectives to add to the Connection, or check the select all box. Click Select.
The Objectives added to the Connection now appear in the Objectives widget.
How to add consent status from external systems
See Add consent status from an external system for instructions and considerations for importing consent status stored in external systems.
Use Filters to add Objectives to Segments or Dialogues
You can use the Segment Filter and Dialogue Filter to limit customer segments and dialogues to manage privacy and consent using objectives. For example, to create a customer segment based on privacy consent, use the Segment Filter with Objectives, where you can choose one of five customer consent responses:
Consented
Not needed or consented
Refused
Unknown
Refused or unknown
Add consent objectives to BlueConic customer Segments
When you define a customer segment, add an Objective filter and set conditions that determine which profiles belong to the customer segment. Here is how you specify that customers should have consented/not consented/refused a particular objective, such as privacy objectives for legislation zones like GDPR, CCPA/CPRA, PIPEDA, etc.
Note: Each legislation zone applied to an objective is designated as Opt-in or Opt-out through the Privacy settings page (Settings > Privacy). This designation, which affects all visitors within the selected zone, determines if the objective is met based on their consent. See Privacy Settings for more information.
Add consent objectives to BlueConic Dialogues
For BlueConic Dialogues, you set consent objectives in the Dialogue's Who tab. Here is where you can specify that the dialogue should be shown (or not shown) depending on the customer or visitor's response to a privacy or consent Objective.
Add Objectives to Listeners
BlueConic Listeners collect profile data as your customers and visitors interact with your channels. You can add marketing or privacy Objectives to Listeners, making sure that each Listener only applies to visitors or customers who have given consent to at least one of the selected Objectives.
Add Objectives to a Listener by following these steps:
Navigate to the Listener's page and click the right sidebar.
Click Add to objective.
A pop-up window appears. Click the Objectives to add to the Listener, or check the select all box. Click Select.
The Objectives added to the Listener now appear in the Objectives widget.