Consent Policy (Exercise)
9 min
The automatic consent enforecement feature within Platform involves the following core steps:
- Confirm consent data is available in Platform
- Define a consent policy
- Enable the consent policy
- Test consent policy enforcement
In this exercise we will:
Create a consent policy to automatically remove non-consenting profiles from audience activation workflows
- Navigate to Policies sub-section located under Privacy within the Menu
- Click Create Policy
- Enter the following policy name: Opt Out of Email - Inititals
Define an If/Then statement:
- In the policy canvas, click Marketing action and select Email Targeting
- Select the consent attribute Marketing Preferences (Receive Email). This consent attribute uses the field path consents/marketing/email/val
- Click Save
- Once saved, click the Consent policies radio button.
- Click the newly created consent policy. The right-hand rail should appear.
- Toggle the Policy status button to enable the policy. Auto enforcement of consent is now enabled and the applicable downstream audience activation workflows will now automatically filter profiles that have opted out of email marketing.
Testing the Policy Enforcement
- In the left navigation of AEP, select Destinations.
- Select the 'My destinations’ radio button in the Catalog view. Verify you see an Amazon S3 Connection
- Select 'Activate'.
- Select the "Email S3" destination and click Next
- Select your audience and click Next
- Select 'Create schedule'. Then select 'Next' in the upper right corner.
- Pick a schedule for the export and click Create, then click Next.
- Clear all preset fields
- Click on Add New Mapping and add the field
Source Field: xdm: _adobeamericaspot5.identification.core.email
Target Field: Attribute: _adobeamericaspot5.identification.core.email- Click on 'Next' in the upper right corner of the workflow. This will take you to the the 'Review' step. Select 'Finish' to complete the Profile Activation
- Click on View applicable Consent Policies on the Review screen. Note that some of the qualifying profiles in the audience are filtered out due to their consent preferences as captured in the data and dictated by the active consent policy.
