Rule Sets

Rule Sets in DataGuard CPM enhance the functionality of widgets by providing extra conditional capabilities. By applying Rule Sets, you can tailor the user experience, implement progressive consent strategies, and enforce mandatory preferences, ensuring that your data collection processes are both effective and compliant.

Key Features of Rule Sets

Progressive Consent

Progressive Consent is a strategy that allows you to gradually ask users for consent to various purposes and preferences, rather than overwhelming them with multiple options all at once. By asking for consent to only one or two purposes at a time, users are more likely to engage with the request and make informed choices that align with their preferences. This approach not only respects the privacy preferences of users but also maximises opt-in rates by avoiding the pitfalls of information overload.

See the Increase Engagement with Progressive Consent guide for more information about progressive consent.

Mandatory Preferences

Rule Sets also enable features like mandatory preferences, which require users to interact with a specific preference before they can submit the form. This is particularly useful for ensuring compliance with legal requirements or verifying user eligibility, such as confirming if a user is over a certain age.

Permissions Rules

Here are the available rules for permissions:

Name	Description
Expires within	Display permission options where the current state will expire within a defined period.
Max options	The maximum number of permission options (which meet the rule set criteria) to display to the end customer.
No claimed	Display options where the state is not claimed.
No granted	Display consent lawful basis options where the state is not granted (including denied).
No pending	Display consent lawful basis options where the state is not pending.
No state	Display permission options where no state is currently held.
Selectable channels	Define a list of options that can be chosen as "channel" values to be sent through to the transaction on submission (to be used with the CRM capture point).

Preferences Rules

Here are the available rules for preferences:

Name	Description
Mandatory preferences	Define a list of preferences that must have at least one choice selected before the form can be submitted.
No choice selected	Display only preferences where no existing state is held.
Targeted choices	Hide preferences where specified choices have been made.

Other Rules

Here is the available rule for other configurations:

Name	Description
Blocks	Define the type of "blocks" from the Content Template to display.

Summary

By leveraging Rule Sets in DataGuard CPM, you can create more dynamic and user-friendly widgets. Whether you're looking to implement progressive consent strategies to boost user engagement, enforce mandatory preferences to ensure compliance, or simply enhance the overall functionality of your data collection forms, Rule Sets provide the tools you need to succeed.