Building and Editing a Multi Page Preference Center

Once you have created a Multi Page Preference Center, you can begin building out the content that you want to include in it. You can configure each page to include a mix of content, such as purposes, data elements, and other necessary text, and organize the variety of content into separate sections on the page. The order in which the sections display on each page is customizable based on the needs of the organization.

When building a Multi Page Preference Center, you will primarily use the Builder tab on the Preference Center Details screen. The Builder tab consists of two views: the Preference Center Builder view and the Visibility Rules view . By default, the Preference Center Builder view will appear when you navigate to the Builder tab. Once you add a page, the option to switch to the Visibility Rules view will appear on the Builder tab.

To access the Preference Center Builder

  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 Preference Center that you want to build.
    Note:

    The Preference Center Details screen automatically appears after you click the Create button on the Create New Preference Center modal.

    The Builder tab on the Preference Center Details screen appears.


    Preference Center Details screen showing the Builder tab for a multi-page Preference Center.
  3. Complete the following procedures, as needed, to build your Multi Page Preference Center.

To create a new page

The first step to building out the content in a Multi Page Preference Center is creating a page. On the page, you will create sections to which you will add the content to include in the Preference Center.

  1. Access the Preference Center Builder for the Multi Page Preference Center that you want to build.
  2. Click the Add Page button. The Create New Page modal appears.


    Field
    Description
    Page Name

    Enter a name for the page that will display within the Navigation menu of the preference center.

    Enable section navigation

    Enable this setting to include sections created on the page within the Navigation menu of the preference center. Disable this setting hide sections within the Navigation menu of the preference center.

    Hide the page

    Enable this setting to make the page hidden and inaccessible in the preference center. Disable this setting to make the page visible and accessible in the preference center.

  3. Complete the page details, as necessary.
  4. Click the Create button. The page is created and a new section is automatically added to the page.

To add a section and edit section details

Once you have created a page, you can add and modify the sections to include on the page. Section content blocks must be added to the page in order to include individual elements, such as purposes, data elements, and other necessary text, in your Preference Center.

  1. Access the Preference Center Builder for the Multi Page Preference Center that you want to build.
  2. In the Add Content Block section, drag the Section content block to the location on the page where you want the section to display.
    Note:

    A new section is automatically added to the page when the page is initially created. Additional sections can be added, as needed.

  3. Click the Context Menu icon Context Menu icon for the section.
  4. On the Context menu, select Edit.

    The Edit Section modal appears.


    Edit Section modal
  5. Complete the section details, as necessary.
    Field
    Description
    Section Title

    Enter a title for the section. If the Enable section navigation setting is turned on in the page details, this title will display within the Navigation menu in the Preference Center.

    Hide the section header

    Enable this setting to hide the title of the section within the page. Disable this setting to show the title of the section within the page.

  6. Click the Save button.

To add purposes to a section

  1. Access the Preference Center Builder for the Multi Page Preference Center that you want to build.
  2. In the Add Content Block section, drag the Purposes content block to the section on the page where you want the purpose to display.
    Note:

    Purposes must be created in order to be added to the Preference Center. For more information, see Setting Up Purposes of Processing.

    The Select Purposes modal appears.


    Preference Center Purposes configuration
  3. Create as many Purposes as needed clicking the Create New button.
  4. In the Purpose Visibility Method field, select the visibility for the purposes you want to include. The following options are available:

    • All: All data subjects will see the purpose in the Preference Center.

    • Active Consent: Only data subjects that currently have consent for the purpose(s) will see the purpose(s) in the Preference Center. If a data subject unsubscribes to the purpose in the Preference Center, the purpose will no longer be presented to the data subject the next time they log back into the Preference Center.

    • Prior Consent: Data subjects that have previously given consent for the purpose(s) will see the purpose(s) in the Preference Center.

  5. Select the check boxes corresponding to the purposes you want to include within the section.
  6. Click the Save Page button.

    The Purpose appears within the corresponding section along with any Purpose Preferences that have been added to that Purpose of processing via the Purposes screen.


    Preference Center page showing saved purposes

    You can identify when a Purpose is capturing geolocation. The Geolocation icon Geolocation icon indicating geolocation capture will appear on the Builder tab if the geolocation setting is enabled for that Purpose.

    For more information, see Configuring Geolocation Capture.

To edit purpose details

Once a purpose has been added to a section, certain components can be edited. In order to fully edit a purpose, you must create a new version of that same purpose. For more information, see Setting Up Purposes of Processing.

  1. Access the Preference Center Builder for the Multi Page Preference Center to edit.
  2. Locate the section in which the purpose you want to edit is housed. Click the edit icon next to the purpose.


  3. In the Visibility dropdown menu, you can edit the visibility if needed. The following options are available:

    • All: All data subjects will see the purpose in the Preference Center.

    • Active Consent: Only data subjects that currently have consent for the purpose(s) will see the purpose(s) in the Preference Center. If a data subject unsubscribes to the purpose in the Preference Center, the purpose will no longer be presented to the data subject the next time they log back into the Preference Center.

    • Prior Consent: Data subjects that have previously given consent for the purpose(s) will see the purpose(s) in the Preference Center.

  4. In the Toggle Type selection menu, select an option for how an end user will indicate their consent.
    Opt-In/Opt-Out --> Toggle

    : Selecting this option will display a toggle to end users to indicate whether they consent to a purpose.

    Opt-In/Opt-Out --> Switch

    : Select this option will display a switch to end users with On/Off or other customized wording to indicate whether they consent to a purpose.

  5. Click the Save Page button. The edit purpose will appear in the section.

To add text blocks

  1. Access the Preference Center Builder for the Multi Page Preference Center that you want to build.
  2. In theAdd Content Blocksection, drag theText Blockcontent block to the section on the page where you want to include additional text.

    The Add Text Block modal appears.


    Add Text Block modal
  3. Enter and format your text, as necessary.
  4. Click the Text Block HTML view icon icon to change the Text Block to an HTML view to further customize the page.

    Text Block HTML view
  5. Click theSave Pagebutton.

    The entered text appears within the corresponding section.

To add data elements

  1. Access the Preference Center Builder for the Multi Page Preference Center that you want to build.
  2. In the Add Content Block section, drag the Data Elements content block to the section on the page where you want the data element to display.
    Note:

    Data elements must be created in order to be added to the preference center. Data elements that are identifiers cannot be added.

    For more information, see Managing Data Elements.

    Create as many Data Elements as needed clicking the Create New button.

    The Select Data Elements modal appears.


    Preference center data elements configuration example
  3. Select the check boxes corresponding to the data elements you want to include within the section.
  4. Click the Save button. The selected data elements appear within the corresponding section. You can then hover over the added data elements to define whether the data element is read only, hidden, and/or required, if necessary.

    Selected data elements displayed in the preference center section

To edit subscription settings

You can configure subscription settings to define how data subjects can subscribe or unsubscribe to the purposes included in your Preference Center. The settings in this section will control the options the data subject sees when they access the Preference Center.

  1. Access the Preference Center Builder for the Multi Page Preference Center that you want to build.
  2. Click the Context Menu button in the Subscription Settings section. The Edit Subscribe Settings modal appears.


    Field
    Description
    Hide Subscribe Settings

    Enable this setting to hide the Subscription Settings section on the corresponding page. Disable this setting to show the Subscription Settings section on the page.

    Subscription Settings Label

    Enter a label for the Subscription Settings section on the corresponding page.

    Hide Unsubscribe All Setting

    Enable this setting to hide the option for data subjects to unsubscribe to all purposes on the corresponding page. Disable this setting to provide data subjects with the option to unsubscribe to all purposes on the corresponding page.

    'Unsubscribe All' Button Label

    Enter a label for the button that data subjects will use to unsubscribe to all purposes.

    Hide Subscribe All Setting

    Enable this setting to hide the option for data subjects to use a single setting to opt-in or opt-out of all options available within the Preference Center.

    'Subscribe All' Button Label

    Enter a label for the button that data subjects will use to subscribe or unsubscribe to all purposes.

    Hide Notification Setting

    Enable this setting to hide the option for data subjects to select whether to opt out of receiving notifications when changes are made to their preferences. Enabling this setting also prevents the Send Notifications about Changes to Preferences system purpose from being logged to data subject profiles.

    Disable this setting to show the option for data subjects to opt out of receiving notifications when changes are made to their preferences. The Send Notifications about Changes to Preferences system purpose will be logged to the data subject profile any time the data subject interacts with the notification opt-out control on the preference center.

  3. Edit the subscription settings, as needed.
  4. Click the Save button.

To edit a Multi Page Preference Center

You can edit the details for your Multi Page Preference Center, as needed. Multiple content blocks can be dragged and dropped at one time, allowing you to easily adjust the order of your elements, as needed. Changes to your Preference Center will not be active until you publish it.

  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 Preference Center that you want to edit. The Builder tab on the Preference Center Details screen appears.

  3. Make changes, as needed.

    • To edit a section already added to the page, click the Context Menu icon for the necessary section, select Edit, and make the changes as needed. To delete a section, select Delete and click the Remove button on the Delete Section modal.

    • To edit individual elements already added to the page, hover over the individual elements and click the Edit icon that appears. Click the Confirm icon when you've completed your changes. To delete an individual element, click the Delete icon.

  4. Click the Save button.

Additional Resources

To continue setting 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: