Manage opt-out consent
Providing to recipients the capability to unsubscribe from receiving communications from a brand is a legal requirement, as well as ensuring this choice is honored. Failing to comply with these regulations introduces regulatory legal risks for your brand. It helps you avoid sending unsolicited communications to your recipients, which could make them mark your messages as spam and harm your reputation.
Learn more about the applicable legislation in the Experience Platform documentation.
Manage unsubscriptions in journeys and campaigns opt-out-ajo
When sending messages from journeys or campaigns, you must always ensure that customers can unsubscribe from future communications. Once unsubscribed, the profiles are automatically removed from the audience of future marketing messages.
While Journey Optimizer provides ways of managing opt-out in emails and SMS messages, push notifications do not require any action on your side, as recipients can unsubscribe through their devices themselves. For example, upon downloading or when using your app, they can select to stop notifications. Similarly, they can change the notification settings through the mobile operating system.
Learn how to manage opt-out in Journey Optimizer email and SMS messages in these sections:
Implement personalization consent opt-out-personalization
Your customers can also opt out from being presented personalized contents. Once a profile has opted out from personalization, you need to ensure that their data is not used for personalization and you must replace any personalized content with a fallback variant.
In Decision Management opt-out-decision-management
When leveraging offers, personalization preferences are not automatically implemented in decision scopes used from a decisioning API request or edge decisioning API request. In this case, you need to manually enforce personalization consent. To do so, follow the steps below.
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Create an ÃÛ¶¹ÊÓƵ Experience Platform audience using the Segmentation Service and use a profile attribute such as Personalize Content = Yes (opt-in) to target users who have consented to personalization.
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When creating a decision, add a decision scope and define an eligibility constraint based on this audience for each evaluation criteria collection that contains personalized offers.
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Create a fallback offer that does not include personalized content.
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Assign the non-personalized fallback offer to the decision.
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Review and save the decision.
If a user has:
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consented for personalization, the decision scope will determine the best offer for that profile.
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not consented for personalization, the corresponding profile will not be eligible for any of the offers that are in the evaluation criteria and will therefore receive the non-personalized fallback offer.
In the personalization editor opt-out-expression-editor
The personalization editor itself does not perform any consent checks or enforcement as it is not involved in the delivery of messages.
However, the use of right-based acces control labels allows to restrict which fields can be used for personalization. The message preview and email rendering service will mask the fields identified with sensitive information.
In Journey Optimizer campaigns, the consent policy is enforced as follows:
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You can include consent policy definitions as part of the audience creation to ensure that the audience selected for the campaign has already filtered out profiles that do not match the consent criteria.
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Journey Optimizer will perform a general consent check at the channel level to ensure that profiles have opted in to receive marketing communications on the corresponding channel.
note note NOTE The Journey Optimizer campaign object itself does not perform any additional consent policy enforcement checks at this time.
To manually enforce personalization consent in campaigns, follow one of the options below.
Using the segment rule builder
You can use the segment rule builder to create an audience containing opt-out profiles.
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Create an ÃÛ¶¹ÊÓƵ Experience Platform audience using the Segmentation Service.
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Select a profile attribute such as Personalize Content = No (opt-out) to exclude users who have not consented to personalization.
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Click Save.
You can now use this audience to filter out the profiles that have not given consent to personalization from your campaigns.
Using a split activity in a composition workflow
You can also add a personalization consent check to an audience by adding a split activity to a composition workflow.
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Create an audience using the Compose Audience option. Learn more on creating a composition workflow
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Add your starting audience using the dedicated button on the right.
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Click the + icon and select a Split activity to create a split audience. Learn more on the Split activity
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In the right pane, select Attribute split as the split type.
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Click the pencil icon next to the Attribute field to bring up the Select a profile attribute window.
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Search for the personalization consent attribute (
profile.consents.personalize.content.val) and select it.
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Path 1 will be the non-personalized audience. Choose a relevant label.
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Choose the appropriate value from this list.
In this case we will use
nto signify that users do not consent to the use of their data for personalization.
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You can create a separate path for other choice values. You can also choose to delete the remaining paths and turn on Other profiles to include all other profiles that did not have a choice value of
n. -
Once finished, click Save Audience for each path to save the result of your workflow into a new audience. One audience will be saved into ÃÛ¶¹ÊÓƵ Experience Platform for each path.
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Once finished, publish the composition workflow.
You can now use this audience to filter out the profiles that have not given consent to personalization from your campaigns.