Configure Consent Management

Before you can configure consent in Segment, take the following steps:

• Set up your third-party consent management tool and create consent categories. Take note of your consent categories and the key or ID associated with each category.
• Know how your company uses each destination. You need to know which destinations to map to each category.
• Access to your web and mobile libraries. After you set up consent categories in the Segment app, you need to integrate your CMP and your Segment sources using a wrapper or other solution.
• For Analytics.js sources only : Navigate to your Analytics.js source. Select Settings > Analytics.js and enable Destination Filters.

1. From the Segment homepage, select the Privacy tab and click Consent Management.
2. On the Consent management page, click Create categories.
3. Confirm that you have completed the required prerequisites, and click Next.
4. On the Create consent categories page, add the following information to the category form:
   • Category name: Enter a name that describes your use case for the data sent to this destination.
   • Category ID: In OneTrust, this is a string of up to five alphanumeric characters, but other CMPs may have a different format. This field is case sensitive, cannot start with a number, and must have fewer than 35 characters.
   • Mapped destinations: Select one or more of your destinations to map to this category. Category mappings apply to all instances of a destination.
5. After you've finished setting up your category or categories, click Save.

Once you've created consent categories in the Segment app, you need to integrate your CMP with Segment and add the consent object to every event. If you're using Segment's OneTrust wrapper, the consent object automatically populates on each event. However, other methods may require you to manually include the consent object on your events.

Segment supports the following CMPs:

^*If you send data to device-mode destinations connected to your Analytics.js source, you must navigate to your Analytics.js source in the Segment app, select Settings > Analytics.js, and enable Destination Filters.

If you'd like to integrate with any other CMP, Segment requires you to build your own wrapper or use any mechanism provided it meets the following requirements for data and event generation:

• Reads the end user consent preference from your CMP and includes the consent object in every event
• If using Unify or Twilio Engage, generates the Segment Consent Preference Updated event every time a user provides or updates their consent preferences with their anonymousId and userId

To get started building your own wrapper, follow the instructions in the @segment/analytics-consent-tools repository.

Customers with Analytics.js 2.0 sources can use the Segment Inspector to confirm that events from their source contain the consent object. Unify and Engage users can also verify that the Segment Consent Preference Updated event emits every time end users update their consent preferences.

All users can validate that events contain the consent object and that the Segment Consent Preference Updated event is present using Segment's Source Debugger.

You can also confirm your events flow to destinations or are blocked from destinations according to the consent categories you created in Step 1: Create consent categories in the Segment App, if already connected to the destination.

If you need to make changes to your consent categories, you can edit them on the Consent Management page. You may experience some latency between making the changes and having the changes take effect.

1. From the Segment homepage, select the Privacy tab and click Consent Management.
2. On the Consent Management page, navigate to the consent category you'd like to edit and click Edit.
3. On the Edit consent category page, you can make changes to the consent category name, ID, and the destinations connected to a category.
4. When you've made your changes, click Save.

Turning off a consent category means that Segment no longer enforces end user consent preferences for the destinations in the deactivated category. Other consent categories aren't affected.

To turn off consent categories:

1. From the Segment homepage, navigate to Privacy > Consent Management.
2. On the Consent Management page, turn off the toggle for the category you'd like to turn off.
3. On the "Disable [category-name]?" popup, enter the category name in the Consent category name field and click Disable category.