Managing tracking consent with CDP
When a Send user database is connected to CDP, tracking consent can be managed directly from the customer profile in CDP.
In this configuration, CDP is the entry point for tracking preference data. The preference is managed in CDP and synchronized with the __clt field in the Send user database.
The configuration requires three steps:
- enable tracking consent management in the Send user database connected to CDP;
- map the CDP tracking consent field to the Send
__cltfield; - collect and update the tracking preference in CDP.
Send
Enable consent management
Tracking consent management must be enabled in the Send user database connected to CDP.
To enable the feature:
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Go to Configure > User DB.
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Select the database connected to CDP.
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Click Edit.
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Select Enable consent tracking management.
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Click Edit to save the changes.
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Enabling the feature automatically adds the __clt field to the Send user database.
When tracking consent management is enabled for a database connected to CDP, all existing users are initially assigned __clt = 0.
The preference must then be updated and managed directly in CDP, which is the entry point for the data. The value in Send is populated using the tracking consent information available in CDP.
Once enabled for a user database, tracking consent management cannot be disabled.
Settings
Map the tracking preference between CDP and Send
To synchronize the tracking preference between CDP and Send, the tracking consent field in CDP must be mapped to the __clt field created in the Send user database.
To configure the mapping:
- Go to Settings > Customers > Sources > Send > Consents.
- Locate the relevant Send user database.
- Map the CDP field
profiling.tracking.statusto the Send field__clt. - Save the configuration.
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The values are mapped as follows:
- when
profiling.tracking.statusistrueor1, Send uses__clt = 1; - when
profiling.tracking.statusisfalse,0,NULL, or not set, Send uses__clt = 0.
A missing value in CDP is not interpreted as consent to tracking. If profiling.tracking.status is NULL or not set, the corresponding value in Send is __clt = 0.
Customers
Manage consent in the customer profile
In CDP, the tracking preference can be viewed and managed from the customer profile.
To access the field:
- Go to Customers > Customer list.
- Open the customer profile.
- Select Consents > Profiling.
- Locate the Tracking field and its related Status.
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The value stored in the Tracking field populates profiling.tracking.status and, through the configured mapping, is synchronized with the __clt field in the Send user database.
The customer is responsible for ensuring that the status stored in CDP is consistent with the preference expressed by the user and for updating it whenever that preference changes.
Automations
The __clt field is not currently applied to emails sent through Marketing Automation.
Tracking behavior is determined by the configuration of the Send mail step:
- when tracking is disabled, the email is delivered without open and click tracking;
- when tracking is enabled, opens and clicks are tracked regardless of the recipients’
__cltvalues.
The customer must therefore review and configure tracking separately for each email used in an automation.
Reporting
For information about viewing changes to user tracking preferences, see Tracking consent reporting.