Set up the visitor’s Privacy Center

A “Privacy Center” is an area on your channel where the visitor of your channel can manage personal privacy settings. BlueConic offers features to easily set up the following items for the privacy center:

  • Overview of consented / refused objectives
  • Profile overview (This overview may contain personally identifiable information. It is recommended to only show personally identifiable information to its rightful owner, e.g. to visitors who are logged in)
  • Download profile option (Similar to the Profile overview, please make sure that personal identifiable information is only shown to its rightful owner)
  • Delete profile option
  • Contact form

 

Jump start your set up with dialogue examples

BlueConic provides loadable examples for the “Content” and “Lightbox” dialogue types. These examples use BlueConic elements that will be described in the sections below. The examples allow you to quickly set up the framework of your Privacy Center. After using the examples it is best to check with your legal team whether the settings and configuration of the individual BlueConic elements are compliant with data policies and regulations of your organization.

To make use of a loadable example, take the following steps:

  • Click Add dialogue to create a new dialogue of type ‘Content’ or ‘Lightbox’. This dialogue will contain the Privacy Center.
  • Open the What tab of the dialogue.
  • In the right sidebar, click Load examples. Note that loading an example will erase the existing content of the dialogue.
  • A lightbox opens. Select Privacy: Settings with data overview if you want a Privacy Center with a profile overview. It’s recommended to only use this on pages that can only be accessed after the visitor has logged in. Alternatively, select Privacy: Settings excl. data overview if you want a Privacy Center without a profile overview.

 The dialogue now contains a set of elements that together form the Privacy Center:

  • Open the settings of the Contact form element to enter the email address that should receive the messages that visitors submit.
  • Also open the settings of the other elements to fine tune for your situation.

 

Privacy management components

The sections below describe each element that are available via the “Privacy management components” toolbar item:

007-privacy-management-components.png

 

Element: Manage consent

030-manage-consent-example.png 

The “Manage consent” element will show the visitor a list of objectives. The visitor can consent or refuse to each of the objectives.

When you open the element in BlueConic you will see two tabs:

  • Objectives – Contains the list of objectives shown to the visitor
  • Settings – Settings for the objectives list

008-manage-consent-objectives-tab.png 

 

Using the “Search” element and/or the “Add multiple objectives” link you can add as many objectives as you need. Hovering over an objective will highlight the line:

031-manage-consent-hover-objective.png 

 

The following options are present (from left to right):

  • On the left a ‘drag handle’ appears that allows you to re-order the chosen objectives.
  • Clicking the icon to the right of the objective name will open a lightbox that allows you to enter a custom title and description for the objective. The custom title and description will only be used for this variant of this dialogue.
  • Clicking the ‘x’ icon will remove the objective from this list.

The Settings tab of the “Manage consent” element:

009-manage-consent-settings-tab.png 

The available options:

  • Template – This option will change the look & feel of the shown objectives. Click the “pencil icon” to the right of the name to edit the selected template. Click Select other to select another template from the list of existing templates; at the bottom of that lightbox there is an option to create a new template.
  • Submit text – The text shown on the button that will submit the visitor’s choices.
  • Refuse text – The text shown on the refuse button (this button is not used in all templates).
  • Filter – Select this option to remove the objectives from the list that the visitor already has given consent to.
  • Actions – Select the actions that must be executed after the visitor has clicked the Submit / Refuse button. By default the “Show text” option is already added to the list of actions. Click the “Add action” button to add other actions that also must be executed.

 

Element: Profile overview table

032-profile-overview-table-example.png

The “Profile overview table” will show the visitor a table in which values for profile properties in his or her profile are shown. It’s recommended to only use this element on pages for which the visitor had to log in to make sure that the information is only shown to the person that is the rightful ‘owner’ of the profile.

When you open the element in BlueConic you will see two tabs:

  • Profile properties – Contains the list of profile properties shown in the table
  • Settings – Settings for the table

033-profile-overview-table-profile-properties.png  

Add as many profile properties as you need using the “Search” field or by clicking the Add multiple profile properties link. Hovering over a profile property will highlight the line:

033b-profile-overview-table-profile-properties.png  

The following options are present (from left to right):

  • On the left a ‘drag handle’ appears that allows you to re-order the chosen profile properties.
  • Clicking the black text on the right allows you change the name of the profile property as it will be displayed to the visitor. This value will only be used in the table for this variant of this dialogue.
  • Clicking the pop-out icon to the right of the editable display name will open a popup that allows you to enter a custom name and description for the profile property. The custom name and description will only be used for this variant of this dialogue.
  • Clicking the ‘x’ icon will remove the profile property from this list.

The Settings tab of the “Profile overview table” element:

034-profile-overview-table-profile-settings.png 

The available options:

  • Info column – Check this box to add a column to the table that shows the “description” text of each profile property.
  • No value – Check this box to hide the profile properties that don’t have a value for the visitor.
  • Properties – Header text for the column showing the profile properties name.
  • Descriptions – This field is only shown if the box Info column is checked. This field contains the header text for the descriptions column. The default description is entered at the profile property itself in the Description field of the meta data of the profile property.
  • Values – Title text for the column that shows the value of the profile property for the profile of the visitor.
  • Add download – Check this box to show an additional button that allows the visitor to download the contents of the table. Once checked you can enter the text for the button.

    Note: This button does the exact same thing as the separate “Download profile” element, but using this option saves you from entering all the profile properties twice.

 

Element: Download profile

Using this element will show a button to the visitor. If the visitor clicks the button, a JSON file will be sent to the visitor that contains (parts of) the visitor’s profile.

Note: the profile overview table can automatically display a button that does the exact same if you check the box Add a download button in that element. This saves you from entering all profile properties twice.

When you open the element in BlueConic you will see two tabs:

  • Profile properties – List of profile properties that will be present in the JSON file
  • Settings – Settings for the JSON file

The profile properties tab works identical to the profile properties tab of the “Profile overview table” element that is described in the previous section.

The Settings tab:

035-download-profile-settings.png 

The available options:

  • Button text – Text on the download button that the visitor will see.
  • Info column – Check this box to include the description of the profile properties in the downloaded profile.
  • No value – Check this box to hide profile properties that have no value for that visitor from the downloaded profile. 

 

Element: Delete profile

The Delete profile element will show a button to the visitor to delete his profile. If the visitor clicks the button, the profile of that visitor will be immediately deleted. The page will also reload after the button has been clicked and the visitor will be treated as a new visitor that pays the first visit to your channel.

Settings of the “Delete profile” element:

036-delete-profile.png 

The available options:

  • Button text – The text on the button
  • Checkbox – Check this box if you want to add an extra safeguard to the delete process. If this option is enabled a checkbox plus text (as entered in the input field of this option) is shown to the visitor. The delete button will be disabled by default and only becomes enabled after the visitor has checked the checkbox.

 

Element: Contact form

037-contact-form-example.png

The “Contact form” element adds a contact form to your dialogue. The visitor can use this form to ask any question and can be used for the rectification requests.

When you open the element in BlueConic you will see two tabs:

  • Website text – The texts that are shown to the visitors
  • Email settings – Settings needed for submitting the email

 The Website text tab of the “Contact form” element:

037-contact-form-website-text.png 

All entered texts are used when displaying the form to the visitor.

The Email settings tab of the “Contact form” element:

038-contact-form-email-settings.png 

The available options:

  • Recipient – Enter the recipient for this email; this will be the person that is responsible for handling privacy related questions. It’s also useful that the recipient has a login to BlueConic, so he/she can see the full details of the profile when following the link to the profile.
  • Subject – The subject of the email that will be sent to your company.
  • Email body – You can create your own formatting of the email body, using three ‘parameters’ that will be replaced with the values that the visitor entered into the form:
  1. {email} – Email address that the visitor entered
  2. {message} – The message that the visitor entered
  3. {profileLink} – This is a direct link to the profile of the visitor; following this link will open the profile on the Profiles tab in BlueConic

 

Element: Link to privacy settings

This element will show a hyperlink to the visitor; the visitor can then use this link to activate the dialogue that contains the privacy settings center of the visitor. This is particularly useful when your privacy settings center dialogue is contained in a lightbox dialogue.

 

When the visitor clicks the link, it will trigger the event “Privacy management - Open privacy settings”. Select this event on the When tab of the lightbox dialogue that contains the privacy settings center.

There is only one setting to be configured when selecting this element: the text of the hyperlink that the element will show to the visitor:040-Link-to-privacy-settings.png

Setting up a visitor's Privacy Center is part of serving international customers for US and EU.

 

Related topics

Here are some other resources on the subject of privacy management: