Knowledge Base

Adding consent Objectives to objects

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.

Add Objectives to a BlueConic Connection (or Listeners, Notebooks, or External Trackers) by following these steps. 

  1. Navigate to the Connection's page and click the right sidebar.How to use the BlueConic customer data platform to add GDPR or CCPA privacy and consent obectives to connections
  2. Click Add to objective.How to manage marketing objectives or privacy objectives for GDPR, CCPA, PIPEDA, etc. to objects in the BlueConic CDP
  3. A pop-up window appears. Click the Objectives to add to the Connection, or check the select all box. Click Select.How to use the BlueConic customer data platform to add marketing objectives to marketing campaigns
  4. The Objectives added to the Connection now appear in the Objectives widget.How to manage marketing or privacy consent objectives for GDPR, CCPA, PIPEDA, NYPA, etc. in BlueConic

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

Adding 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, PIPEDA, etc.

How to use privacy legislation zones GDPR, CCPA, PIPEDA, NYPA, etc. to create behavioral customer segments in BlueConic with privacy consent management.

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.

Adding 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.

How to set privacy or consent limits for BlueConic personalized dialogues for GDPR, CCPA, PIPEDA, NY20, etc.

Adding 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.

  1. Navigate to the Listener's page and click the right sidebar.

    How to manage GDPR and CCPA privacy and data collection in the BlueConic customer data platform

  2. Click Add to objective.

    How to use listeners for GDRP and CCPA privacy and data collection in BlueConic

  3. A pop-up window appears. Click the Objectives to add to the Listener, or check the select all box. Click Select.

    How to manage privacy for first-party data collection in the BlueConic customer data platform

  4. The Objectives added to the Listener now appear in the Objectives widget.

    How to enable customer privacy in BlueConic customer data platform for GDPR and CCPA