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Tutorial: Setting up CCPA consent management with BlueConic

Marketing teams use BlueConic to manage customer data privacy and consent compliance worldwide. You can use BlueConic to manage privacy and consent across multiple legislation zones, including GDPR and CCPA/CPRA. 

This tutorial teaches you how to use BlueConic to set up privacy consent management for CCPA/CPRA compliance.

Watch as our customer success manager walks you through the process of setting up consent management for CCPA/CPRA (detailed directions below):

Setting up consent management for CCPA/CPRA involves these four steps:

Note: BlueConic is not a consulting or law firm. This document does not constitute legal advice. We recommend you consult your organization’s legal and/or privacy experts to determine what is required for your specific organization. 

Use BlueConic privacy settings for CCPA/CPRA compliance

  1. From the BlueConic navigation menu, select BlueConic settings > Privacy.
  2. On the Privacy page, select US - California (CCPA/CPRA).
    Note: If you already have consent management for GDPR set up, leave that box checked. (If it is currently in use in an Objective, it cannot be unchecked.)
  3. You can also choose to clean up or remove profile properties when visitors withdraw consent for a certain objective.
  4. Save your changes.

Note: From the Privacy page, each legislation zone can be designated as Opt-in or Opt-out when applied to an objective:

  • For customers within an Opt-in legislation zone, data will only be collected if the customer gives explicit consent.
  • For customers within an Opt-out legislation zone, data will always be collected unless the customer explicitly refuses consent.

For more information, review the article Privacy Settings.

Create marketing objectives to manage consent for CCPA/CPRA

In BlueConic, objectives outline your reasons for collecting marketing data for your visitors and customers. Privacy legislations such as CCPA/CPRA and GDPR require that you tell customers why you are collecting data and how they can opt out or in. In BlueConic, you use Objectives to manage and communicate these reasons to customers.

  1. Choose More > Objectives from the BlueConic navigation menu.
  2. On the Objectives page, click Add Objective.
  3. Provide a name that describes your marketing objective inside BlueConic (e.g., Create personalized browsing experience).
    Your visitors and customers will not see this name.
  4. Next to "Require consent," click the checkbox for US - California (CCPA/CPRA) and any other applicable privacy legislation zones.
  5. Enter a Consent title that explains your marketing purpose to your visitors and customers (e.g., Track website browsing behavior to receive a personalized browsing experience).
    Your customers will see this title when you ask for their marketing consent.
  6. (Optional) Add description text with details about your purposes for the customer data.
  7. In the Contained items section, select the BlueConic objects associated with this data collection, such as connections or listeners that gather the data.
    How do I manage customer data for privacy and CCPA consent managment with BlueConic?
    Here's where you define where the data is coming from or going to, so BlueConic knows whether or not to store the data based on your customers' consent. In our example, we have an SFTP Connection, a Keyword Interest Ranking listener, and a Behavior listener that collect customer data.
  8. Save your settings.

Keep in mind that the items contained within an objective—the transfer of customer data via an SFTP connection, or collecting customer interests via a BlueConic listener—are only executed when the customer meets the Opt-in or Opt-out criteria of their legislation zone.

Request consent from customers using BlueConic dialogues

Now that you've created objectives, next you request your customers' consent using BlueConic dialogues. BlueConic provides privacy consent dialogues you can customize for CCPA/CPRA consent management.

  1. Open the Dialogues page and click Add dialogue.
  2. Select the Lightbox dialogue from the Add dialogue window.
  3. Give the lightbox dialogue a name, for example, CCPA consent.
  4. In the dialogue's Who tab, select the condition for who sees this dialogue by selecting Condition > Objectives. Then select the consent objective you created earlier: Create personalized browsing experience.
    How do I ensure CCPA consent compliance using a CDP like BlueConic?
  5. On the What tab, click Place on this page to place the dialogue, and load examples in the right-hand panel Properties > Styling settings area, choose Load examples.
  6. Select the Privacy consent via buttons example.
    How do I manage content personalization for privacy consent under CCPA using BlueConic?
  7. Click Edit to customize the default language that appears in the lightbox. 
  8. Hover over the template's buttons and click the Edit icon and click Edit. In the Privacy management - Manage consent window, open the Settings tab, where you can customize the button text and adjust styling and interaction settings.
    How do I handle customer data for CCPA compliance using BlueConic?
  9. In the Privacy management > Objectives pane, link this dialogue box with the CCPA privacy objective you created, Create personalized browsing experience.
    How do I set up personalization for marketing data with CCPA compliance using BlueConic?
  10. Click Close and then Save your dialogue.

Now you're ready to ask for consent and see how this information is stored in visitors' profiles.

Employ CCPA/CPRA consent objectives in your marketing campaigns

As you activate your marketing campaigns, your consented objectives are stored as profile properties, which you can use for segmentation.

  1. To see how Objectives are stored in customer profiles, choose Profiles from the BlueConic menu bar. 
  2. In the Privacy management tab, you can see objectives and privacy legislations related to this profile.
    How does the BlueConic CDP provide CCPA compliance, consent management and privacy compliance for CCPA and GDPR?
    With privacy information stored in customer profiles, you can, for example, you create a segment of customers to send to your ESP who have all consented to your CCPA/CPRA objectives. 
  3. Open the Segments page, and choose Add segment to create a segment composed of profiles that have consented to one or more of your CCPA/CPRA objectives.
    How do I use the BlueConic CDP to create customer segments while managing CCPA privacy and consent compliance?
    With BlueConic objectives, you have a secure way to store and activate consent information for privacy and consent compliance for your customers and visitors -- under CCPA/CPRA, GDPR, or other privacy legislations. Contact your BlueConic customer success manager to learn more about how you can apply these lessons to your marketing data.

Learn more about using BlueConic for CCPA/CPRA compliance:

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