Adding Consent Preferences and Data Element Sections

The Consent preferences section allows portal users to manage their preferences and decide how their personal data is collected, used, and shared. A user's consent is always stored against a defined purpose for which their data is collected or processed. As a result, you will be able to add your consent preferences to define how you will process their personal information. You can add an Unsubscribe / pause section or Subscribe section to any Trust Center page with a Consent preferences section to allow users to control their purpose and preference subscription settings.

In addition, the Data elements section is designed to give users visibility into the first-party data the business has collected about them, and the ability to make changes to that data.

For more information, see the following Universal Consent & Preference Management resources:

To add a consent preferences or a data element section

  1. On the Trust Center menu, select Portals.

    The Trust Center portals screen appears.

  2. Click the link in the Portal column for the Trust Center that you want to build.
  3. Navigate to the Builder tab.
  4. Click the Add section button.


    The Add section modal appears.

  5. Select Consent preferences or Data element.
    Note:

    Unsubscribe / pause and Subscribe sections can only be added to Trust Center pages that have a Consent preferences section.

    For more information, see Add sections screen reference.

  6. Click the Add section button. Your new section is added to the Builder tab.


  7. Customize your section and complete the fields as necessary.

    For more information, see the Add sections screen reference section below.

  8. Click the Save button. The preview on the right will update each time you save.
    Note:

    In the live portal, any changes to consent preferences and data elements are autosaved automatically each time an update is performed. The Unsaved events and Saving messages will appear at the bottom-right corner of the screen to confirm that the changes have been registered.

    Please note that every time you save your changes, updates will trigger the Data Subject Profile Updated integration event. For more information, see Consent Integration Events.

    You can filter by “collectionPointName” = “TrustCenter_[GUID of your TC]”. You can retrieve the GUID from the URL of the Trust Center in the OneTrust application.

    Example URL: app.onetrust.com/trust-center/portal/2c8e2c0e-ed49-2e1b-bc2d-c00a2372106c/builder

  9. To prevent losing your work, the Save Changes modal appears if you forget to save or try to navigate to a different screen. Click Save and Continue to finalize your changes and continue. Click Cancel to return to the screen you were editing, or select Discard Changes to discard your recent edits.


  10. Click the Add purposes or the Add data elements button.

    The Add purposes or the Add data elements modal appears.

  11. Select the purposes or data elements you want to add.
  12. Click the Add purposes or the Add data elements button again. Your purpose(s) and data element(s) appear on the Builder tab.
    Note:

    Add as many purposes and data elements as needed following the same procedure.

  13. Configure the fields, as necessary. The preview on the right will update as you click the Save button. For more information, see the Add sections screen reference section below.
  14. Click the Publish button when you are ready to publish and make your changes publicly available.


    The Publish modal appears.

  15. Click the Publish button. Your Trust Center is published with the latest updates.
  16. The Successfully published modal appears. Click the Copy Link or the Test button to navigate to the Trust Center that is now live.


Add sections screen reference

Select specific purposes



Automatic



Field
Description
Layout

Select how you want your purposes to appear on screen: single-column or double-column format.

  • One column



  • Two columns



Input type

Customize your purpose selection using toggles, switches, radio buttons, and tiles depending on the format you want to display in your Trust Center.

  • Toggle





  • Switch



  • Radio





  • Tile



  • Checkbox



Show description

Enable this setting to show the description of your purposes after adding them to your portal.



Labels: Opt in - Opt out(Input type: Switch)

Customize your opt in and opt out labels with the text of your choice.



Labels: Opt in - Opt out(Input type: Radio)

Customize your opt in and opt out labels with the text of your choice.



How do you want to choose purposes?

Choose a method to manage your preferences:

  • Select specific purposes (Manual) - Select this option to manually select the specific purposes for which your data may be used.

  • Automatic - Select this option to add purposes automatically based on attributes and values.

Note:

For more information, see the Add purposes modal screen reference below.

How do you want to choose purposes? Automatic: Attribute

To automatically load purposes from the platform, you need to define the Attribute field.

How do you want to choose purposes? Automatic: Value

To automatically load purposes from the platform, define the Value field.

How do you want to choose purposes? Automatic: Load purposes

Click the Load purposes button to load your purposes based on the provided attributes and values.

How do you want to choose purposes? Select specific purposes: Add purposes

Click the Add purposes button to select multiple existing purposes.

Add purposes modal



Field
Description
Search function

Use the search bar to quickly find specific purposes.

Purpose

The unique name for the purpose.

Last published

The date and hour when the purpose was last published.

Type

The purpose category. These can be STANDARD or COOKIE.

Go to page

Enter a page number in the Go to page field to navigate directly to that page.

Data element



Field
Description
Layout

Select how you want your data elements to appear on screen: single-column, double-column, or three-column format.

  • One column

  • Two columns

  • Three columns

Alignment

Only applicable to One column layouts.

Select the alignment for the data elements. You can select Left, Right, or Center.

Add data elements

Click the Add data button to select multiple existing data elements.

Add data elements modal



Field
Description
Search function

Use the search bar to quickly find specific data elements.

Data element

The unique name for the data element.

Type

It defines the nature or format of the data element.

Go to page

Enter a page number in the Go to page field to navigate directly to that page.

Unsubscribe / pause

The Unsubscribe / pause section allows your end-users to easily disable purposes and preferences with one click. You can offer an alternative Pause option that allows users to disable notifications without fully unsubscribing. You can also set up an exit survey to document users' reasons for unsubscribing.



Note:

Unsubscribe / pause sections can only be added to Trust Center pages with a Consent preferences section.

Field
Description
Unsubscribe from

  • All preferences on this page: Select this option to allow end users to unsubscribe from all purposes and preferences on the Trust Center page.

  • Specific sections: Select this option to allow end users to unsubscribe from purposes or preferences only within the section(s) you select from the dropdown menu.

Orientation

Select a visual orientation for the section.

Heading

Enter a heading to display for the section.

Description

Enter a description to display for the section.

Button

Enter the text to display on the Unsubscribe button.

Include survey

Enable this setting to display an exit survey to your users that allows them to record their reasons for unsubscribing.

  • Add reasons to the survey by clicking the Add reason button.

  • Delete reasons from the survey by clicking the delete icon .

Display option to pause

Enable this setting to display an option to pause alerts instead of unsubscribing. This allows your users to avoid receiving notifications without formally unsubscribing from any purposes or preferences.



Field
Description
Heading

Enter the heading to display for the section

Description

Enter the description to display for the section.

Button

Enter the text to display on the Pause button.

Time length

Use the dropdowns to configure time length options users can select for the pause.

Click the Add icon to add more options and the Remove icon to delete them.

Subscribe

The Subscribe section allows your end-users to easily subscribe to purposes and preferences.



Note:

Subscribe sections can only be added to Trust Center pages with a Consent preferences section.

Field
Description
Subscribe to

  • All preferences on this page: Select this option to allow end users to subscribe to all purposes and preferences on the Trust Center page.

  • Specific sections: Select this option to allow end users to subscribe to purposes or preferences only within the section(s) you select from the dropdown menu.

Orientation

Select a visual orientation for the section.

Heading

Enter the heading to display for the section

Description

Enter a description to display for the section.

Button

Enter the text to display on the Subscribe button.