Consent analysis and tracking
In today’s marketing landscape, you need to understand and respect customer consent preferences. ۶Ƶ Real-Time Customer Data Platform provides the ability for marketers to analyze customer consent to build trust, comply with privacy regulations, and deliver more personalized experiences.
This document details how to build a consent dashboard for various marketing use cases for Real-Time CDP data. Specifically, it focuses on how to create an audience with the appropriate attributes for your business needs, and then consume the insights through the use of pre-configured widgets in the ۶Ƶ Experience Platform UI. An alternative method of building your own custom widget with the user-defined dashboards feature is also presented.
Use cases use-cases
The use cases covered in this guide are consent trending and consent overlap.
- Consent trending tracks how user consent has trended over time. Analyzing consent preference changes helps marketers plan and executing campaigns that adapt to those user preference changes. For example, you may want to run targeted educational campaigns, transparency and trust campaigns, or incentive campaigns to drive consent choices. You could also correlate campaigns that might have been negatively impacting consent to proactively reduce the frequency of those campaigns.
- Consent overlap uses the overlap among consent channels to deliver consistent personalized messaging on multiple channels for your customers who have consented to multiple channels. Marketers can prioritize and allocate resources to certain channels where a higher degree of consent and personalized messaging might resonate with customers and generating higher response rates.
Create consented audiences create-consent-audiences
To build a consent dashboard, you must first create an audience of all the profiles that have consented to contact. To navigate to the Real-Time Customer Data Platform Segment Builder, select Audiences in the left navigation of the Platform UI. From the the Customer tab of the Audiences dashboard, select Create audience in the top right of the view, then Build rules.
The Segment Builder appears. Next, select XDM Individual Profile from the available options. See the documentation for more information on the rule builder canvas.
Locate your consent attributes from the options available. Select Consents and Preferences.
More information can be found on the handling of consent in segmentation documentation.
The various consent and preference options are displayed. As this demonstration focuses on consent to contact over various marketing channels, select Marketing Preferences.
The list of marketing preferences are displayed. Although this example use case focuses on email, SMS, and calls, you can build insights for any other combination or the entirety of options as well. For each of the channels, perform the below steps to create an audience.
To begin configuring an audience, select Receive SMS / Receive email / Receive calls.
The Subscriptions folder appears. From the options available, select and drag the Choice Value attribute to the center pane, then select the desired value from the drop-down. In this case, select Yes (opt in). Next, name the audience according to your business needs and provide a user-friendly description.
After you have created the necessary audiences, they are listed in the Audiences Browse tab.
Consume insights consume-insights
۶Ƶ had created various insights that are automatically available for you in the Profiles, Audiences, and Destinations dashboards. Any audience that you create is then automatically usable with these preconfigured insights. See the standard widget documentation for a list of the insights available in the Profiles, Audiences, and Destinations dashboards.
Audience overlap audience-overlap
To review the overlap between any two consent audiences, add the Audience overlap by merge policy to your Profiles dashboard and select the desired audiences in the dropdown menus. See the documentation for instructions on how to add a widget to your dashboard the Audience overlap by merge policy for more information on the insight.
You can view the overlap of all audiences where users have consented to receive calls across all other audiences, with the Audience overlap report in the Audiences dashboard. To view the overlap of consent audiences, first navigate to the Audiences Overview tab. From there, you can add the Audience overlap report widget to the Audiences dashboard. After the widget has been created, select the User consented to calls audience from the overview of audience dropdown menu at the top of the page. Next, select View more in the Audience overlap report widget to see up to 50 of the top overlaps, and up to 50 of the least overlaps regarding the selected segment.
The Audience overlap report dialog expands to show additional audience overlap data.
Audience size trends audience-size-trends
When you create a consent-based audience, it automatically trends up to 12 months from the date you created the audience. To have a fully functional trend of your customer consent, add the following widgets to the Segments Overview page. These insights offer a powerful means of tracking how your consent is changing over time. They even correlate with any campaigns that you run in parallel that might positively or negatively impact consent. The descriptions offered for these widgets apply to a consent use case.
- Audience size trend: This widget offers a way to track how your respective consent has changed over time.
- Audience size change trend: This widget tracks how your customer consent has changed on a daily basis. For example, if the count of your customer consent dropped by 100,000, then you can see how that change occurred over a daily basis.
- Audience size trend by identity: With this widget you can track how your respective consent has changed over time, but further filtered by a specific identity such as an email.
Audiences Overview dashboard audiences-overview-dashboard
After you have created a consent-related audience such as “Users Consented to SMS”, you can view key personalized consent information about your audience by adding the appropriate widgets to your Audiences Overview dashboard. Navigate to the Audiences Overview and add your chosen widgets from the widget library. Any widget added to your view of the dashboard can be resized and moved using the Modify dashboard feature. Your personalized view can contain insights such as the trend over time (up to 12 months), the overlaps with other audiences, and the identity composition of the audience. An example view is shown below.
User-defined dashboards usr-defined-dashboards
You can also build out your own widgets with user-defined dashboards. Building your own widget gives you complete control over the type of widget, along with flexibility to add filters and much more, directly within ۶Ƶ Real-Time CDP.
For example, if you want to trend multiple consent audiences in the same chart so that you can see over time how each of your consent preferences has changed. This type of visualization is possible with user-defined dashboards in minimal steps and a one time setup. First, select Dashboards in the left navigation. The Dashboards workspace appears. Then select Create dashboard. Full instructions on how to create a dashboard and custom widget can be found in the user-defined dashboards guide.
When you select your data model in the widget composer, select CDPInsights followed by Next. The Select table dialog appears.
The next view displays a list of the available tables in the left rail. Select the adwh_fact_profile_by_segment_and_namespace_trendlines.
After the widget composer is populated with data from your chosen table, perform the steps below:
- Search Attributes for
date, then use the + icon to add thedateattribute to the X-axis from the dropdown menu.
- Search Attributes for
count_of_profiles, then use the + icon to add thecount_of_profilesattribute to the Y-axis from the dropdown menu. - Select the
...(ellipses) icon in the Y-axis field, then select the SUM aggregate function from the dropdown menu.
- Select the Marks dropdown menu, and change the chart type to Line.
- Search Attributes for the
segment_name, then use the + icon to add thesegment_nameas a Filter from the dropdown menu. The Filter: Segment_name dialog appears. Select the audiences created earlier that relate to consent. For this example, select Users Consented to Calls, Users Consented to SMS, and Users Consented to Email, followed by Apply. - Search Attributes for
segment_name, then select the + icon to addsegment_nameas a Color from the dropdown menu. - Open the Properties panel and provide an appropriate Widget title and Axis label.
- Select Save and close to confirm your settings.
The image below demonstrates how your finished widget appears and other potential custom insights. For more details on the types of widgets that can be created, refer to the data model documentation.
Tracking consent policies consent-policies
The consent dashboards that you create capture the distribution of consent and preference attributes only.
Next steps
By reading this document, you have learned how to build dashboards for a comprehensive view of your customer consent preferences by using Real-Time CDP insights. This document demonstrates how Real-Time CDP provides a robust solution to today’s privacy-focused landscape where collection, segmentation, analysis, and personalized marketing campaigns based on consent data are crucial for marketers.