Salesforce

Configuring Geolocation Rules

Printable View
« Go Back
Information
Configuring Geolocation Rules
UUID-2229ff55-895a-11da-1b5f-79e1785b6e02
Article Content

Using Cookie Consent, you can configure geolocation rules that determine the consent model, behaviors, and content that will be shown to site visitors from certain locations. This is done by leveraging Cloudflare to perform a reverse IP lookup that will return the general location of the user (approximately at the city level). The location is not stored and is only used to determine the applicable rule.

From Cloudflare's IP geolocation documentation:

Cloudflare can include the country code of the visitor's IP address (in ISO 3166-1 Alpha 2 format) with each request between Cloudflare and the upstream origin web server. This allows site administrators to capture their visitor's IP location in server logging and/or application logic. Besides ISO country codes, Cloudflare uses the following special country codes:

  • XX - Used for clients without country code data.

  • T1 - Used for clients using the Tor network.

To set up geolocation rules, you first have to set up a geolocation rule group. This will allow you to group geolocation rules in a way that complies with applicable privacy laws. You must have a default geolocation rule group and a default geolocation rule within each geolocation rule group to define the behaviors to use when no other rules apply.

When a script is published, the template and geolocation rule will change to Active. If any changes are made to the geolocation or template, they will revert to Draft. Scripts will either be Draft if unpublished or Published after publishing.

To add a geolocation rule group

  1. On the Cookie Consent menu, select Setup > Geolocation Rules. The Geolocation Rule Groups screen appears.

  2. Click the Create New button. The Create New Rule Group modal appears.

  3. Complete the Rule Group Name, Organization, and optional Description field.

    create_new_geo_rule.png

  4. Click the Create button.

To add a geolocation rule

  1. On the Cookie Consent menu, select Setup > Geolocation Rules. The Geolocation Rule Groups screen appears.

  2. Click on the name of the Geolocation Rule Group. The Geolocation Rule Group Details screen appears.

  3. Click the Add Rule button. A new rule is added.

  4. Complete the fields. For more information, see Geolocation Rule Configuration Screen Reference.

  5. Click the Save button.

Geolocation Rule Configuration Screen Reference

geo_rule_1.png
geo_rule_2.png
geo_rules_3.png
geo_rules_4.png

Field

Description

Rule Name

Enter a name for the rule.

Use Audience Logic

Select the checkbox to enable Audience Logic.

Note

Only applicable when configuring a Global Rule.

audience_logic.png

For more information, see Configuring Audience Logic Using Geolocation Rules.

Select the regions to which you want to assign this policy.

Select the geo-locations in which the rule should be applied. This can be regions, countries, or states.

Show Banner

Select this check box to show the banner on the domain for site visitors originating the applicable locations.

Template

Use the text box to search for the Template name. Select a Template to use for the rule.

IAB Purposes (IAB templates only)

Use this section to configure settings for IAB purposes.

iab_purposes_geo.png

Consent Model

Select the consent model you would like to use. For more information, see ???.

consent_model.png

Status

Select the default status for each category or purpose (IAB templates). For more information, see ???

Do Not Track

Select this check box to enable cookies or purposes (IAB templates) in the category to respond to Do Not Track requests sent by the browser.

Global Privacy Control

Select this check box to enable cookies in the category to respond to Global Privacy Control signals sent by the browser.

Google Consent Mode

Enable this setting to configure how Google tags behave based on the consent status of your users. You can define a storage type for each category.

GCM_categories.png

For more information, see Cookie Consent Integration with Google Consent Mode.

Microsoft Consent Mode

Caution

Public Preview Notice

This functionality is currently under Public Preview. Please contact your account representative or OneTrust Support to request early access.

Enable this setting to adjust how Microsoft tags behave based on the consent status of your users. You can indicate whether consent has been granted for Ads cookies. Microsoft's tags will dynamically adapt, only utilizing measurement tools when consent has been given by the user.

Once enabled, select a category to assign to ad_storage using the Assign Category dropdown.

ms_consent_mode_setting.png

For more information, see Microsoft's documentation on setting up UET for consent mode.

IAB Tech Lab - Global Privacy Platform (GPP)

Enable this setting to leverage the IAB Tech Lab Global Privacy Platform (GPP). You can indicate which categories can be mapped to additional purposes specified as part of GPP or you can choose to not assign a category at all.

For more information, see Configuring the Global Privacy Platform Settings.

Behaviors - Close Banner

Select the check boxes for the actions (On Click, Scroll, Next page) site visitors can use to close the banner.

Behaviors - Accept All Cookies

Select the check boxes for the actions (On Click, Scroll, Next page) that site visitors can use to accept all cookies.

Reconsent will occur after

Select the amount and unit of time after which end users should be prompted to reconsent.

Enable IAB Europe transparency and consent framework (IAB 2.2 template only)

Enable this setting to include support for IAB Transparency and Consent Framework vendors and purposes.

Vendor Version List (IAB 2.2 template only)

Select the vendor list you want to use.

Vendor List Consent Model (IAB 2.2 template only)

Select the consent model for the vendor list.

Capture Records of Consent

Enable this setting to log records of consent.

Advanced Analytics

Note

Only applicable if Capture Records of Consent is enabled.

Select a category or purpose for which you want to send the browser type, device type, and country where the user consented.

You can only select one processing purpose for Advanced Analytics per geolocation rule. This information will be shown in the dashboard.

Note

Consent sources (URLs) are automatically added to receipts if users consent to Advanced Analytics.

For more information, see Enabling Consent Logging and the Cookie Consent Dashboard.

Create Data Subject Profiles for Known Users

Note

Only applicable if Capture Records of Consent is enabled.

The setting requires both a Cookie Consent license and a Consent & Preference Management license.

Enable this setting to create data subject profiles for known users. When an identifier is provided, consent receipts will create and update data subject profiles in Universal Consent & Preference Management. Ensure your licensing allows for the number of new data subjects that are expected to be created.

Current license usage

Displays the current number of data subjects / total available licenses.

Default identifier type

Select the identifier type that should be used for known users when an identifier type is not provided.

Trigger integration events

Enable this setting to allow consent receipts to trigger Data Subject Profile Updated events. Ensure that your integration workflows account for additional events generated by known users before enabling this setting.

Consent strings

If leveraging the Unified Consent feature with a TCF template, the consent string will now populate in the receipt. For a GPP-enabled template, the GPP string will be sent instead of the TC String. This same string will be stored on the data subject profile in UCPM.

For more information, see Connecting CMP Preferences with Universal Consent & Preference Management Profiles.

Enable Android Advertisement ID permission

Enable this setting for Android apps to log consent records for the Android Advertisement Permission. Note that an Android app must be assigned to this Geolocation Rule to use enable this permission.

Use this consent model if site visitor's IP address is unknown.

Enable this setting to make the Geolocation Rule the default rule. If changed, you will need to republish the script for the changes to take effect.

To assign a geolocation rule group to a domain

  1. On the Cookie Consent menu, select Setup > Geolocation Rules. The Geolocation Rule Groups screen appears.

  2. Click on the name of the rule group you want to assign. The Geolocation Rule Group Details screen appears.

  3. Go to the Assigned Domains tab.

  4. Click the Assign to Domains button. The Assign to Domains modal appears.

    assign_to_domains.png

  5. Select the check boxes for the domains you want to assign.

  6. Click the Assign button. The next time you publish the script for your domain, it will adhere to the rules configured in the policy. For more information on publish the script see Publishing and Implementing Cookie Consent Scripts

To edit geolocation rules

  1. On the Cookie Consent menu, select Setup > Geolocation Rules. The Geolocation Rule Groups screen appears.

  2. Click on the name of the Geolocation Rule Group. The Geolocation Rule Group Details screen appears.

  3. Select a geolocation rule from the list of rules within the rule group.

  4. Click the Edit icon edit_icon.png next to the Rule Name field. All editable fields display.

  5. Make the necessary edits. For more information, see Geolocation Rule Configuration Screen Reference.

  6. Click the Save button.

To view geolocation rule versions

New versions of geolocation rules are created when an existing geolocation rule is edited and saved.

  1. Click on the name of the Geolocation Rule Group. The Geolocation Rule Group Details screen appears.

  2. Select a geolocation rule from the list. The geolocation rule configuration appears in the editor.

  3. Click the Show Version History button in the header. The Geolocation Versions pane appears.

  4. View the version history for the geolocation rule.

    geolocation_history.png

To delete a geolocation rule group

  1. On the Cookie Consent menu, select Setup > Geolocation Rules. The Geolocation Rule Groups screen appears.

  2. Click the Context Menu icon context_menu_icon_v2.png on the row for the group you want to delete. The Context menu appears.

  3. Select Delete. A confirmation modal appears.

  4. Click the Submit button.

To delete a geolocation rule

Note

You cannot delete the default Geolocation Rule.

  1. On the Cookie Consent menu, select Setup > Geolocation Rules. The Geolocation Rule Groups screen appears.

  2. Click on the name of the rule group you want to delete. The Geolocation Rule Group Details screen appears.

  3. Click the Edit icon for the rule. All editable fields display.

  4. Click the Context menu icon. The Context menu appears.

  5. Select Remove Rule. A confirmation modal appears.

  6. Click the Remove button.
 
Article Visibility
64,471
Translation
English
Checked
Powered by