Configuring Settings for a Multi Page Preference Center
You can configure settings for your Multi Page Preference Center on the Settings tab on the Preference Center Details screen. Various settings are available that allow you to define page configuration and behavior based on a data subject's interactions, login options for data subjects, and notifications emails.
To configure settings for a Multi Page Preference Center
Settings Tab Reference
Page Configuration section
- Field
- Description
- Automatically Check All Topics
-
Enable this setting to automatically select or clear all topics associated with a purpose of processing when a data subject opts-in or opts-out of the purpose, respectively.
- Enable Preference Center Events
-
Enable this setting to trigger an event when data subject consent is updated through the Multi Page Preference Center. If this setting is disabled, no event will be triggered when data subject consent is updated.
Note:Additional configuration steps may be required in the Integrations module.
- Enable Preference Center Events: Single Data Subject Update Event Type
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Enable this setting to create a single event after the data subject has been fully updated, rather than creating separate events for each Purpose. This reduces calls to external systems for Preference Centers with a large number of Purposes.
- Hide Page List Navigation
-
Enable this setting to hide the Navigation menu when only one page exists in a Multi Page Preference Center. This setting is unavailable if more than one page has been added to the respective Preference Center.
- Enable Auto Expand of Purpose Preferences
-
Enable this setting to expand purpose preferences for all purposes by default regardless of whether the data subject has subscribed to the purpose.
- Enable Auto-Check of Purpose Preferences
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Enable this setting to configure the purpose preference options to select by default when a data subject selects the associated purpose within the Preference Center.
Note:Default options for purpose preferences must be defined if this setting is enabled. For more information on selecting default options for purpose preferences, see Adding and Editing Purpose Preferences.
- Enable Page-Level Subscription Settings
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Enable this setting to configure whether the Subscription Settings section and the Unsubscribe All setting display on a page-by-page level.
- Enable Multi Identity
-
Enable this setting to support updating multiple data subject identifiers in a single logged in session. If enabled, a data subject identifier must be defined for each section of the Preference Center.
Note:The Use Linked Identities setting must be enabled in Global Settings.
- Enable Multi Identity: Multi Identity Display Type
-
Select whether multiple data subject identifiers are displayed within a section or dropdown in the Preference Center.
- Enable Multi Identity: Prevent children from accessing parent preferences
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Enable this setting to hide parent identifiers and their preferences from children data subjects who log into the Preference Center.
- Show Current Purpose Subscription Status
-
Enable this setting to show data subjects the last saved status for each purpose in a Multi Page Preference Center to help them identify the purposes to which they have subscribed.
- Update Not Opted Out Purposes to Active
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Enable this setting to ensure that when a data subject updates their preferences, Purposes in the Not Given status update to the Active status when left enabled in the Preference Center.
- Enable Data Subject Element changes
-
Enable this setting to trigger an event and send partial payloads that capture only what changed when a data subject element is updated through the Preference Center.
- Enable Data Subject Purpose changes
-
Enable this setting to trigger an event and send partial payloads that capture only what changed when a purpose is updated through the Preference Center.
- Enable Data Subject Purpose Preference changes
-
Enable this setting to trigger an event and send partial payloads that capture only what changed when a purpose preference is updated through the Collection Point.
- Enable geolocation tracking for this preference center
-
Enable this setting to automatically populate a data subject's geolocation for each purpose within the Preference Center that has the Enable Geolocation setting enabled. If disabled, the Preference Center will not send any geolocation information.
You have the option to enable geolocation tracking per purpose on the Preference Center to override what is configured separately on the purpose. At least one purpose within the Preference Center Builder must have the Enable Geolocation setting enabled in order for the Preference Center to send geolocation information.
Note:When preferences are saved, a Confirmed transaction will always be sent for purposes that a data subject has consented to and that have geolocation enabled, even if there is no change in consent for that purpose.
For more information, see Enabling Geolocation Tracking for Multiple Consent Objects.
Note:For more information on geolocation capture, see Configuring Geolocation Capture.
Preference Center Login section
- Field
- Description
- Create data subjects if they do not exist yet
-
Enable this setting to create a data subject profile for consumers who log in to the Preference Center but do not currently have a data subject profile in the application.
- Enable Phone Number Verification
-
Enable this setting to allow data subjects to log in to the Preference Center using their phone number. The Data Subject Identifier field appears when this setting is enabled. Mobile is selected by default and is the recommended identifier type for phone number verification. For more information, see Enabling Phone Number Verification for Preference Centers.
- Enable Single Sign-On to the Preference Center
-
Enable this setting to allow data subjects to log in to a Preference Center using Single Sign-On (SSO). For more information on configuring SSO for Preference Centers, see Configuring Single Sign-On for Preference Centers.
Note:Even if the Create data subjects if they do not exist yet setting is disabled, data subjects who log in to a Preference Center using SSO will be able to create a profile if the SSO service has successfully authenticated them.
- Make Single Sign-On the primary login method
-
Enable this setting to configure Single Sign-On (SSO) as the primary login method.
Notifications section
- Field
- Description
- Double Opt-In
-
Enable this setting to utilize a two-step opt-in process to confirm a data subject's consent.
- Double Opt-In: Redirect URL
-
Enter the URL where the data subject should be redirected after confirming or canceling consent by clicking the received link in the Double Opt-In Confirmation email message.
- Double Opt-In: Include Cancel Option in Confirmation Messages
-
Enable this setting to include an option for data subjects to cancel the Pending status for the Purpose(s) within the Double Opt-In Confirmation email message. The status of the Purpose(s) will then be updated to Not Given.
- Double Opt-In: Reconfirm for Active Data Subjects
-
Enable this setting to trigger a confirmation email for existing data subjects that submit consent for already Active purposes.
- Double Opt-In: Send Confirmation Email
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This setting is enabled by default if Email is selected as the data subject identifier for the Collection Point and unavailable if a non-email data subject identifier is selected. You can disable this setting to stop the sending of automated double opt-in confirmation emails and trigger an integration event instead.
- Send Preference Center change emails
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Enable this setting to send emails to data subjects whenever changes are made to their preferences. If this setting is disabled, no emails will be sent to data subjects whenever changes are made to their preferences.
- Send Notifications for Profile Changes
-
Enable this setting to send emails to data subjects whenever changes are made to their profile, given that no changes have been made to their consent preferences. If this setting is disabled, no emails will be sent to data subjects whenever changes are made to their profile.
- Send Preference Center Unsubscribe Emails
-
Enable this setting to send an email to data subjects when their consent has been withdrawn for all purposes in the Multi Page Preference Center. If this setting is disabled, no emails will be sent to data subjects when their consent has been withdrawn for all purposes.
- Send all notifications to Parent Data Subject
-
Enable this setting to send the Double Opt-In emails, reconfirmation emails, and preference update emails to the Parent Data Subject within Data Subject Groups.
Additional Resources
To set up your Multi Page Preference Center, see the following articles:
For more information on advanced configurations for Multi Page Preference Centers, see the following articles: