Although this option is not required specifically by the GDPR, the activation of the Behavioral tracking and data protection feature adds multiple parameters and options in the application so that you can define how to block tracking for contacts who wish to, how to not display data of untracked contacts, send contact a file containing all their data, view the history of their tracking consents, and much more. It's up to you to enable it or not, based on your needs.
Here are the main impacts of this feature:
- Contacts will be able to unsubscribe from behavioral tracking in your communications (opens, clicks, etc.).
- Results on messages sent will be complete, but won't be associated to contacts that have unsubscribed from behavioral tracking. Therefore, no sending history will be registered in the contact card of these untracked contacts, and no group segmentation will be possible on these history records (for example, on contacts who have received the email X).
Enable the feature
- Go to Configuration > Contacts.
- In the contact configuration page, select Behavioral tracking and data protection.
If you do not see this option in your account, call Support to have it enabled.In this page, click Activate.
List of all related parameters and options
Once this feature is enabled, various parameters and options are added in the application to let you define how to proceed to protect the confidentiality of your contacts' data. Some of these options are only available upon activation of the feature, as others are always available.
|Available only upon activation |
of the Behavioral tracking and data protection feature
|Available event without the activation |
of the Behavioral tracking and data protection feature
CONTACT CARD - Behavioral tracking consent status and history
In order to keep a proof that your contacts have accepted, or not, to have their actions tracked in your communications, we have added a new field to indicate the contact's consent status, as well as a new section to hold a history of the contact's tracking acceptances and rejections.
- Consent status
The status of the contact's consent to be tracked (accepted or refused) is displayed in the contact's profile, under the Profile section.
- Consent history
The history of the behavioral tracking acceptances and rejections are all displayed in the new Behavioral tracking consent history section, under the Consents tab of the contact card.
EVERYWHERE - Fields for behavioral tracking consent status and date
Upon activation of the behavioral tracking feature, 2 fields are made available in the application:
- hasTrackingConsent - Tracking consent: True/False field
- dtTrackingConsent - Tracking consent date
These fields can be used in various tasks:
- contact imports/exports (manual and auto, including DI log exports)
- opt-in and profile update forms
- custom workflows
- Web services
Here is an example of the availability of these fields to export Dialog Insight logs:
WORKFLOW - Behavioral tracking opt-out form and links in others forms
- Behavioral tracking opt-out form
This form is similar to the one used for unsubscribing from your communications, but for behavioral tracking. Once the behavioral tracking opt-out form is enabled, you can insert a link to this form in your message using the Link library.
Configuration of this form is done by accessing Workflows > Other forms > Behavioral tracking opt-out.
- Additional option in opt-out form
The configuration of this form is done from Workflows > Other forms > Opt-out.
- Additional option in profile update and opt-in forms
Both the profile update form and the opt-in form have been updated to include a new field to hold the Tracking consent, which is by default presented as a checkbox. Configuration of these forms is done from Workflows > Opt-in and update.
MESSAGES - Behavioral tracking opt-out link in Link library
Once you have enabled the Behavioral tracking and data protection feature in a project, and have created the related opt-out form, you can add a link to this form in your messages using the Link library.
SENDING RESULTS - Untracked contact details not shown in results
In order to preserve the data confidentiality of contacts who have refused to be tracked, we have updated how we display statistics and contact data. So when the Behavioral tracking and data protection feature is enabled in a project, contacts who have refused tracking will not be shown in the list of contacts related to a result; they will however be accounted for in the total number of contacts indicated in the graphic legend, and identified as Untracked contacts. This is applicable to email, SMS and mobile notification results.
INJECTION RULES - Option to apply only to tracked contacts
When the Behavioral tracking and data protection feature is enabled in a project, a new option is added to the configuration parameters of an injection rule that allows you to prevent the rule from being applied to contacts who do not wish to be tracked. You should know that injection rules that not associated to personal data collection don't need to be restricted to tracked contacts. Make sure to enable this option for each rule you want to apply it to.
The configuration of injection rules is done from Configuration > Messages > Injection rules > enable Only apply to tracked contacts.
CONTACT CARD - Exporting contact data
An Export button is added to the contact card to allow you to export all the contact's data in a downloadable file. The file that is generated, in RAR compressed format, can be downloaded and sent to any contact who asks for it.
JOURNEY - Personal data protection option
Upon activation of this feature, an option is added to the configuration of a site in Journey
in order to prevent the first visited page from being tracked, therefore giving visitors the time to read your cookie information banner and decide on whether to accept or refuse them. The display and creation of this banner is your entire responsibility.
Following are a few resources that can help you manage this banner:
The activation of the data protection feature is done from Journey > Configuration > choose a site > Edit.
- When this option is not enabled, all visited pages are tracked, starting with the first visited page.
LANDING PAGES - Cookie warning banner
To enable and configure the cookie banner, go to Landing pages > Configuration > Behavioral tracking consent (cookies).
It is also recommended to plan on display a similar banner on all your websites.