Form Builder

In the DataGuard CPM platform, Widgets, Templates, and Rules are core components that work together to provide flexible and user-friendly consent forms. These elements enable businesses to efficiently deploy consent management solutions across various touchpoints while allowing non-technical users to customise and manage the content displayed to Citizens.

What is a Widget?

Widgets in DataGuard CPM are JavaScript components that can be easily embedded into any HTML page. These widgets are designed to simplify the setup and integration of the CPM platform into your customer-facing touchpoints, such as websites and applications.

A Widget automatically pulls together the necessary information from a Template and the current state of the Citizen (e.g., their existing consents and preferences) to render the appropriate content. This makes it incredibly straightforward for businesses to manage consent without needing to handle the underlying complexities, as the CPM platform handles everything behind the scenes.

Widgets can also be parameterised by Rules, allowing for more dynamic and context-sensitive rendering based on specific conditions.

Key Characteristics of Widgets:

Easy Integration: Can be embedded into any HTML page for quick setup.
Automated Functionality: Automatically gathers information from Templates and Citizen states.
Customizable via Rules: Can be parameterized by Rules for dynamic content display.

What are Templates?

Templates in DataGuard CPM define what the Widget renders. They serve as the blueprint for the content that appears in a Widget, determining how consent purposes and preferences are displayed to Citizens.

The Template is managed through a user-friendly consent form builder interface within the CPM platform. This interface allows users, including marketers and legal professionals, to easily modify the content displayed by the Widget without needing to involve developers. This ensures that businesses can swiftly adapt their consent forms to meet evolving regulatory requirements or marketing strategies.

Key Characteristics of Templates:

Defines Widget Content: Determines what information and options a Widget displays.
User-Friendly Interface: Accessible to non-developers, allowing easy updates to consent forms.
Real-Time Updates: Changes made to Templates immediately affect the live Widget content.

What are Rules?

Rules in DataGuard CPM are an optional, yet powerful feature that enhances the functionality of Widgets. Rules allow for more advanced customisation by controlling which parts of the Template are rendered based on specific conditions, such as a Citizen’s current consent state or other contextual factors.

For example, a Rule might specify that certain consent options only appear if the Citizen hasn't seen them before, or when consent is expiring soon. This enables what is known as "progressive consent," where the content of a consent form evolves based on the Citizen's ongoing interactions with your services.

Key Characteristics of Rules:

Optional Enhancement: Adds more dynamic capabilities to Widgets and Templates.
Contextual Rendering: Controls the visibility of content based on specific conditions.
Supports Progressive Consent: Allows consent forms to adapt over time based on Citizen interactions.

How Widgets, Templates, and Rules Interact

In the CPM platform, Widgets, Templates, and Rules work together to create easy to implement and maintain consent capture points:

Widgets serve as the front-end components that display consent forms on your website or app.
Templates define the structure and content that Widgets display, ensuring that the right information is presented to Citizens.
Rules provide additional logic that can modify what a Widget displays, allowing for a more personalised and context-aware user experience.

Next Steps

To continue with the Overview, go to the Integrations page.

For a walk through explaining how to set up the widget, go to the How-To Guides section:

For in depth information about Widgets, Templates and Rules, go to the Handbook section: