Configuring Visibility Rules for a Multi Page Preference Center

You can configure visibility rules to specify which purposes appear for a data subject based on the selections they make for other purposes within your Preference Center. Visibility rules can be configured using the Visibility Rules view on the Builder tab on the Preference Center Details screen.

To configure visibility rules using the Rules Builder

Once you add a page to your Preference Center using the Preference Center Builder view , the option to switch to the Visibility Rules view will appear on the Builder tab. However, you must first add purposes to your Preference Center in order to configure visibility rules.

  1. On the Universal Consent & Preference Management menu, select Interfaces > Preference Centers. The Preference Centers screen appears.

  2. Click the link in the Name column for the Multi Page Preference Center that you want to integrate. The Builder tab on the Preference Center Details screen appears.

  3. Click the Visibility Rules icon . The Visibility Rules section appears.

  4. Click the Add Rule button.


    Field
    Description
    Rule Name

    Enter a name for the rule.

    Condition

    Select Any or All.

    If you select Any, the rule will be triggered if any of the criteria are met.

    If you select All, the rule will only be triggered if all of the criteria are met.

    Condition Block

    Condition Type

    Purpose

    Select the purpose that is affected by the condition.

    Operator

    Select the relationship that must be met between the purpose and data subject response.

    Response

    Select which data subject response triggers the rule.

    Note:

    For more information, see Available Purpose Responses.

    Data Element

    This condition is only available for the following data element types:

    • Country

    • Selection

    • State

    • Number

    • Date

    Data Element

    Select the data element that is affected by the condition.

    Operator

    Select the data element relationship that must be met in order for the data subject to be taken to the specified page.

    Response

    Enter a response value that is affected by the condition.

    Query Parameters

    Query Parameters

    Operator

    Select the relationship that must be met between the content block and data subject response.

    Response

    Enter a response value that is affected by the condition.

    Purpose Preference

    Page

    Purpose

    Select a purpose that has the desired purpose preference related to it.

    Purpose Preference

    Select the desired purpose preference.

    Operator

    Select the relationship that must be met for the purpose preference to appear on the indicated page.

    Response

    Enter a response value that is affected by the condition.

    Data Subject

    Operator

    Response

    Choose New to direct new data subjects to a desired Preference Center page.

    Choose Existing to direct existing data subject to a desired Preference Center page.
    Geolocation

    Location

    Operator

    Select the relationship that must be met for the geolocation option to appear on the indicated page.

    Response
    Enter a response value that is affected by the condition.
    Actions Block

    Show Page

    Hide Page

    Select this action option to hide the purpose or query parameter on the selected page if the condition is met.

    Show Element

    Select this action option to show the purpose or query parameter on the selected data element if the condition is met.

    Hide Element

    Select this action option to show the purpose or query parameter on the selected data element if the condition is met.

    Turn On

    Select this action option to turn on the purpose or query parameter if the condition is met.

    Turn Off

    Select this action option to turn off the purpose or query parameter if the condition is met.

    Go to Page

    Select this action option to have the data subject to go the page in a Preference Center where a query parameter is configured if the condition is met. This action is only available for the query parameter condition type.

    Go to Section

    Select this action option to have the data subject to go the page in a Preference Center where a query parameter is configured if the condition is met. This action is only available for the query parameter condition type.

    Mark as Required

    Select this action option to require the data subject to complete certain elements in order to submit their preferences.

    Mark as Optional

    Select this action option to make a data subject's completion of certain elements optional.

  5. Configure additional visibility rules, as needed.
  6. Click the Save Rule button.

Available Purpose Responses

The following responses are available when creating visibility rules using the Purpose condition type. The following table details how the condition is met to trigger the respective action.

Response

Description

Active

This condition can be met in either of the following ways:

  1. The existing status of the purpose is Active when the preference center loads.

  2. The data subject clicks the toggle to opt-in for the purpose within the preference center.

Active indicates that the data subject has given consent to process their data for a purpose by opting in.

Withdrawn

This condition can be met in either of the following ways:

  1. The existing status of the purpose is Withdrawn when the preference center loads.

  2. The data subject clicks the toggle to opt-out for the purpose within the preference center.

Withdrawn indicates that the data subject has withdrawn consent that they had previously given to prevent further processing of their data for the purpose.

Not Given

This condition is met if the existing status of the purpose is Not Given when the preference center loads. Not Given indicates that a data subject had an opportunity to opt in to a purpose but did not take it.

Always active

This condition is met if the existing status of the purpose is Always Active when the preference center loads. Always Active indicates that the data subject does not have an option to give consent, withdraw consent, or opt out of the Purpose because processing data for the Purpose is necessary and will always be carried out.

Not Opted Out

This condition is met if the existing status of the purpose is Not Opted Out when the preference center loads. Not Opted Out indicates that the data subject was given an opportunity to opt-out but did not take it and is therefore opted into the purpose by default.

Toggled On

This condition is met only if the data subject clicks the toggle within the preference center to opt-in to the purpose.

Toggled Off

This condition is met only if the data subject clicks the toggle within the preference center to opt-out of the purpose.

No Interaction

This condition is met if there is no existing status of the purpose when the preference center loads. No Interaction indicates that the data subject has not interacted at all with the purpose and the purpose has no status associated with it.

Additional Resources