Preference State

The Preference State in DataGuard CPM represents the current status of a Citizen’s preferences based on the available preference configurations. It reflects the choices a Citizen has made regarding how they wish to interact with your organisation, such as communication topics or frequency.

What Is Preference State?

The Preference State is simply the current selection of options a Citizen has made according to the preference configurations available to them. Unlike Permissions, Preference States do not have expiry dates, and their current state is always based on the most recent changes made by the Citizen.

Updating Preference State

Preference States are updated through "Submissions." Each Submission creates an audit trail for any changes made to the Citizen's preferences, ensuring that all modifications are recorded and can be reviewed if necessary. In this way, a Submission is the Preferences equivalent to a Permission Transaction.

Accessing Preference State

Accessing the current Preference State of a Citizen can be done in the following ways:

Permissions and Preferences Store: The Permissions and Preferences store endpoint provides direct access to the current Preferences for a Citizen.
Data Export: Preferences can be exported for analysis or record-keeping using the export file feature.
Webhooks: Preferences are also sent over webhook to marketplace integrations and custom integrations, ensuring that all connected systems have the most up-to-date consent information.

Summary

The Preference State in DataGuard CPM provides a simple yet powerful way to track and manage the current choices of Citizens regarding their interactions with your organisation. Updated through Submissions, which create an audit trail similar to Transactions for Permissions, the Preference State offers flexibility and transparency. With easy access through the Permissions and Preferences Store, data export features, and webhooks, managing and utilising this information across your systems is straightforward and efficient.