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.
The impact of placing an item in an objective
After entering the basic settings of the objective, you should place items in the objective. The impact of doing so differs per type of item.
Connections
Only profiles from outside of the EU and profiles that have given consent to the objective will be handled by the connection (this applies to both export goals and import goals). Learn more about synchronizing your profile data with BlueConic connections.
Dialogues
The execution of dialogues is not impacted by placing a dialogue into an objective. See the next section (“Dialogues and objectives”) on how to use objectives on the Who tab of dialogues to limit the audience for a dialogue.
Once a dialogue is shown to a visitor, components on the What tab (such as Forms) can write information to any profile property of the visitor’s profile. If your dialogue writes data to the visitor’s profile it is advised to place the dialogue into one or more objectives: this will create a link between the objectives and the used profile properties. This becomes relevant when the visitor withdraws consent and the profile needs to be cleaned up (see FAQ “What happens with profile data when a visitor withdraws consent?”). Learn more about activating your marketing content with BlueConic dialogues.
Trackers and tracking pixels
The basic functionality of the tracking URL (redirect the visitor to the target URL) and the tracking pixel (show an empty pixel) is not affected by placing a tracker into an objective.
What is affected is the option to (create and) enrich the profile of the visitor requesting the tracking URL / tracking pixel. Profile enrichment only takes place if that visitor comes from outside of the EU or has given consent to the objective it is placed in. Learn more about using BlueConic to track customer activity via tracking pixels and URLs.
Global listeners
The global listeners are plugins of type “globallistener” and can be found on the BlueConic Plugins page. Global listeners are still always executed for all visitors, and therefore the gathered information can be used for segmentation for all visitors (even those without a profile).
The information of a global listener will only be stored into a profile if the visitor comes from outside of the EU or has given consent to the objective it is placed in. Learn more about using the BlueConic Global Listener.
Listeners
Depending on how you set up privacy and consent for an objective, Listeners will only be executed for visitors that have given consent to the objective the listener is placed in. Learn more about data collection with Listeners in BlueConic.
Segments
Placing a segment into an objective does not have impact on the segment participation of the visitor. The participation is still only depending on the visitor’s profile meeting the segment definition. Learn more about how you can use dynamic segmentation in BlueConic for privacy, consent, and marketing objectives.