Managing Reason Templates

You can create templates for reasons that can be used to explain changes made to a data subject's consent preferences. When modifying consent on behalf of a data subject, these options can be quickly selected by users who are making the change, minimizing keystrokes. If reason templates are set up in a Multi Page Preference Center, data subjects would then be prompted to select a reason for unsubscribing to all purposes. By using reason templates, you can pre-define common reasons for changes made to a data subject's consent.

Note:

For more information on modifying a data subject's consent, see Managing Consent on Behalf of a Data Subject. For more information on using reason templates in a preference center, see Creating a Multi Page Preference Center.

To add a reason template

Note:

The Use Defined Reasons setting must be enabled within Global Settings to use and manage reason templates. For more information, see Universal Consent & Preference Management Settings.

  1. On the Universal Consent & Preference Management menu, select Setup > Reason Templates. The Reason Templates screen appears.

    The Reason Templates screen appears.

  2. Click the Add New button.

    Add New Reason modal

    The Add New Reason modal appears.

  3. In the Reason Name field, enter a name for the reason. This will appear in the Select Reason field when modifying consent on behalf of a data subject.
  4. (Optional) In the Description field, enter a description for using the reason template. This will appear when a user selects a reason to record, so including a description that explains the correct use of the reason can be useful in helping users select the correct option.
  5. In the Default Language field, select the default language for the reason template. A related entry for the selected language will then be created in the Translations table for the reason template.
  6. Click the Add button. The reason template is created in Inactive status.

    Reason template created in Inactive status

To add translations for a reason template

If you want to provide translations for the reason template in additional languages, you can add those languages to the Translations table using the Manage Languages modal.

  1. On the Universal Consent & Preference Management menu, select Setup > Reason Templates. The Reason Templates screen appears.

  2. Click the link in the Reason column for the reason template for which you want to add translations. The Reason Template Details screen appears.

  3. Navigate to the Translations tab.
  4. Click the Manage Languages button. The Manage Languages modal appears.


  5. Select the check boxes for the languages for which you want to add translations.
  6. Click the Save button. The languages that you added will appear as available options in both the Source Language and Target Language fields.
    Note:

    By default, the original text will appear in the Translation fields for the added languages.

  7. In the Target Language field, select the language for which you want to add a translation.


  8. Update the text with the translations of the content in the respective Translation fields.
  9. Click the Save button.

To edit a reason template

You can change the content within a reason template at any time. These changes will not affect existing records for which the reason was previously used.

  1. On the Universal Consent & Preference Management menu, select Setup > Reason Templates. The Reason Templates screen appears.

  2. Click the link in the Reason column for the reason template you want to edit. The Reason Template Details screen appears.

  3. On the Details tab, hover over the field you want to modify, and click the Edit icon that appears. Editable fields become available.
  4. Make changes, as necessary.
  5. Click the Save button.

To activate or deactivate a reason template

  1. On the Universal Consent & Preference Management menu, select Setup > Reason Templates.

    The Reason Templates screen appears.

  2. Hover over the reason template for which you want to change the status, and click the Context Menu icon Context menu icon. that appears.
  3. On the Context menu, select Change Status.

    The Edit Status modal appears.


    Edit Status modal showing status options.
  4. In the Status field, select one of the following:

    • Select the Active option button to include the reason as an available option when modifying consent.

    • Select the Inactive option button to exclude the reason as an option when modifying consent.

  5. Click the Save button.

To delete a reason template

  1. On the Universal Consent & Preference Management menu, select Setup > Reason Templates. The Reason Templates screen appears.

  2. Hover over the reason template that you want to delete, and click the Context Menu button that appears.
  3. On the Context menu, select Delete. The Delete Reason modal appears.


  4. Click the Delete button.