This article describes how to add and configure the Privacy Manager extension.

In this article:

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About

The Privacy Manager extension allows you to control how privacy options are presented to your customers and simplifies steps to add this functionality to your website. "Opt-In" and "Opt-Out" modes and present tag- and category-level privacy controls.

consent-preferences-prompt.png

Add the Extension

Use the following steps to add the Privacy Manager extension:

  1. In the left sidebar, go to iQ Tag Management > Extensions.
  2. Click + Add Extension.
    The Extensions dialog displays.
  3. Click the Privacy tab.
  4. To the left of the Privacy Manager extension, click + Add.
    You only need to add this extension once.
    Tracking Opt Out Extension_Add Privacy Manager Extension.jpg
    The configuration screen for the extension displays. By default, the extension is automatically scoped to All Tags.

Configure the Extension

Use the following steps to configure the extension:

  1. To edit the settings, click Edit Workflow.
    Privacy Manager Extension_Edit Workflow.jpg
    The Edit Privacy Manager Extension dialog displays.
  2. In order to place the Privacy Manager button on your page, you must first select an element to provide a reference point.
  3. Click the Widget Settings tab to select where to position the new Privacy Manager button to display on the visitor's screen.
    Privacy Manager Extension_Edit Privacy Manager Extension Dialog.jpg
  4. In the Element Type drop-down list, select DOM ID or XPath, depending on how you identify this element.
  5. In the Identifier field, enter the ID for the reference element.
  6. In the Position drop-down list, in reference to the identified element, select one of the following positions for the button to display.
    • Before Node
      Places the button before the referenced element.
    • After Node
      Places the button after the referenced element.
    • Beginning of Node
      Places the button within the referenced element, at the beginning.
    • End of Node
      Places the button within the referenced element, at the end.
    • Replace Node Content
      Replaces the content of the referenced element with the button.
    • Replace Node
      Replaces the entire referenced element with the button.
  7. Click Add Condition to add the condition that determines where the Privacy Manager widget displays.
    The Condition fields display.
  8. Enter the conditions, as shown in the following example.
    Privacy Manager Extension_Add Condition.jpg
  9. Click the Visitor Options tab to select the options that determine how the visitor can choose to opt in or out of tag tracking.
    Privacy Manager Extension_Edit_Visitor Options Tab.jpg
    • Opt Method
      Select one of the following to determine whether the visitor is opted in or out of tag tracking by default.
      • Opted in by default
      • Opted out by default
    • Visitor Selection Type
      Select one of the following to determine if the visitor is opted out based on tag or category of tags.
      • By Tag
      • By Category

        See the Select Visitor Type by Category section for more information on opting in/out based on category.

    • Single Cookie Restriction
      Select one of the following to determine whether to keep or remove the Tealium cookie.
      • Retain Tealium Cookie
      • Remove Tealium Cookie

        By default, Tealium cookies are used for visitor, session, and timestamp information. Tealium cookies can also be used with the Persist extension to store persistent cookie information.

  10. Click the Tags to Omit tab.
  11. Select the tags that you want exempted from the option to opt out.
    The tags you select for exemption will be highlighted in green. These tags will load regardless of whether the visitor opts in or out.
    Privacy Manager Extension_Edit_Tags to Omit.jpg
  12. Click Apply.
  13. Save and Publish your new version.

Select Visitor Type by Category

This section describes where you can define the categories you will use for privacy controls.

Use the following steps to set up a new category:

  1. Go to the extension and click Edit Workflow.
  2. Click the Visitor Options tab.
  3. Under Visitor Selection Type, select By Category.
    The New Category field displays.
  4. Under New Category, enter the name of the new category and click Add.
    The new category displays.
  5. Add a description for the new category in the space provided.
    This is the description that displays to the visitor in the widget.
    Privacy Manager Extension_Visitor Options Tab_Add New Category Desciption.jpg
  6. Click on any tag in your configuration and drag and drop the tags to place them into the appropriate categories.
    Privacy Manager Extension_Visitor Options Tab_Drag and Drop Tags into Categories.jpg
  7. Click Apply.
  8. Save and publish your changes.

FAQ

Can I change the widget style?

Yes. The widget for the Privacy Manager has a default style that may or may not match your the style for your site. You can adjust the style of the widget's with your CSS by referencing the following class for the widget:

tealiumMo2TriggerButton

Can I use non-ASCII characters in category names?

Yes. This section is only relevant to non-ASCII or accented characters that fail to encode properly. This is not applicable if the Category Name property has encoded correctly.

As of November 10, 2015, a bug has been resolved that caused category names with non-ASCII/accented characters to encode incorrectly. In order to extend the bug fix to an existing Privacy Manager extension, you must regenerate the Multi-Opt-Out template in your profile.

Regenerating the template does not preserve customizations that may have been applied. Ensure that you backup any custom code before proceeding.

Use the following steps to regenerate the Multi-Opt-Out template in your profile:

  1. Click your user icon in the upper right of the screen and select Manage Templates.
    Account Admin_Manage Templates.jpg
  2. Open the Multi-Opt Out (Profile) UID: multioptout template.
  3. Delete this template by clicking the trash icon in the top right corner of the window.
  4. To confirm, click Yes.
  5. Save and Publish your profile.
    This action refreshes the multi-opt-out template.
  6. Repeat Steps 1 and 2 to open the new template.
  7. Reapply any customizations that were made earlier.
  8. Save and publish the template changes.

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