Setting Up Consent Rules

You can set up consent rules to manage consent data based on certain conditions. Using configured consent rules offers flexibility in dynamically managing data once ingested into the Universal Consent & Preference Management module.

To add a consent rule

On the Universal Consent & Preference Management menu, select Setup > Consent Rules.

The Consent Rules screen appears.
Click the Add New button.

Field

Description

Rule Name

Enter a name for the rule.

Conditions

Select Any or All.

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

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

Condition Block

Trigger

Select the trigger that is used to define the condition. Select the trigger that is used to define the condition. For more information, see Available Triggers

Operator

Select the relationship that must be met between the trigger and value.

Value

Select the criteria that must be met in order for the condition to be triggered.

Actions

Select the action option to be taken when the condition is met.

For more information, see Available Actions.

The consent rule configuration appears.
Configure the conditions and actions, as necessary.
Click the Save button.

Available Triggers

The following trigger types are available when configuring the conditions block for a consent rule.

Collection Point Triggers


Option	Description	Available Values
Collection Point Type	Select this option to configure rules based on the type of Collection Point.	WEB_FORM MOBILE_APPLICATION BULK_IMPORT API PREFERENCE_CENTER COOKIE
Collection Point Version	Select this option to configure rules based on the version of the Collection Point.	1 through 49
Consent Type	Select this option to configure rules based on how consent was collected from the data subject.	FORMSUBMIT EXPLICIT UNAMBIGUOUS OPTINCHECKBOX OPTOUTCHECKBOX SINGLETRIGGER CONDITIONALTRIGGER COOKIEBANNER UNCHECKOPTOUT CHECKOPTOUT

Data Subject Triggers


Option	Description	Available Values
Do Not Call	Select this option to configure rules based on whether the data subject is on a Do Not Call list.	true false

General


Option	Description	Available Values
Country	Select this option to configure rules based on the country in which the data subject is located.	See Value field for list of countries

Available Actions

The following actions are available when configuring the action to apply when the condition is met.


Action	Description	Available Values
Double Opt-In	Select this action to set up Double Opt-In logic when the condition is met. When selected, the Enable Double Opt-In field appears.	true false
Change Transaction Type	Select this action to set a specific transaction type on the transaction when the condition is met. When selected, the Transaction Type field appears.	WITHDRAWN NOTGIVEN EXPIRED EXTEND NO_CHOICE HARD_OPT_OUT PENDING OPT_IN NO_OPT_OUT CHANGE_PREFERENCES CONFIRMED CANCEL OPT_OUT

To edit a consent rule

On the Universal Consent & Preference Management menu, select Setup > Consent Rules. The Consent Rules screen appears.
Click the Context Menu icon corresponding to the rule you want to edit.
On the menu that appears, select Edit. The fields for the consent rule configuration become available.
Make changes to the configuration, as necessary.
Click the Save button.

To delete a consent rule

On the Universal Consent & Preference Management menu, select Setup > Consent Rules. The Consent Rules screen appears.
Click the Context Menu icon corresponding to the rule you want to delete.
On the menu that appears, select Delete. The consent rule is deleted.

Consent & Preferences