From b50e2c2f84b9e59ef08dbf65e0329f6e61b8e8ac Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Wed, 21 Feb 2024 18:36:29 -0500 Subject: [PATCH 1/5] add unify page to related, add to protocols page --- .../consent-management/configure-consent-management.md | 1 + .../consent-in-segment-connections.md | 1 + src/privacy/consent-management/index.md | 1 + src/protocols/faq.md | 2 +- src/protocols/tracking-plan/create.md | 10 ++++++++-- 5 files changed, 12 insertions(+), 3 deletions(-) diff --git a/src/privacy/consent-management/configure-consent-management.md b/src/privacy/consent-management/configure-consent-management.md index 2b39fc07a3..76d0d7ce46 100644 --- a/src/privacy/consent-management/configure-consent-management.md +++ b/src/privacy/consent-management/configure-consent-management.md @@ -3,6 +3,7 @@ title: Configure Consent Management related: - "/privacy/consent-management/" - "/privacy/consent-management/consent-in-segment-connections/" + - "/privacy/consent-management/consent-in-unify/" redirect_from: "/privacy/configure-consent-management" --- diff --git a/src/privacy/consent-management/consent-in-segment-connections.md b/src/privacy/consent-management/consent-in-segment-connections.md index 0158d99165..e845ab318f 100644 --- a/src/privacy/consent-management/consent-in-segment-connections.md +++ b/src/privacy/consent-management/consent-in-segment-connections.md @@ -3,6 +3,7 @@ title: Consent in Segment Connections related: - "/privacy/consent-management/" - "/privacy/consent-management/configure-consent-management/" + - "/privacy/consent-management/consent-in-unify/" redirect_from: "/privacy/consent-in-segment-connections" --- diff --git a/src/privacy/consent-management/index.md b/src/privacy/consent-management/index.md index 11b4dede74..0133c13cb8 100644 --- a/src/privacy/consent-management/index.md +++ b/src/privacy/consent-management/index.md @@ -3,6 +3,7 @@ title: Consent Management Overview related: - "/privacy/consent-management/configure-consent-management/" - "/privacy/consent-management/consent-in-segment-connections/" + - "/privacy/consent-management/consent-in-unify/" --- When an end user visits your web or mobile app, they set **consent preferences**, or make decisions about the types of data they want you to collect, use, and share. These consent preferences are typically presented as a set list of categories that describe how your company intends to use that data. Some common categories include personalization, advertising, and site performance. diff --git a/src/protocols/faq.md b/src/protocols/faq.md index 6b84bf0821..57488000d3 100644 --- a/src/protocols/faq.md +++ b/src/protocols/faq.md @@ -30,7 +30,7 @@ To consolidate the views in the Schema tab, Segment automatically converts `page ### How can I see who made changes to my Tracking Plan? -Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the **...** button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click **View Changelog**. +Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the **...** button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click **View Changelog**. In the Changelog, Consent Management users also see when the Segment Consent Preference Updated event was added to their workspace. ### How many Sources can I connect to a Tracking Plan? diff --git a/src/protocols/tracking-plan/create.md b/src/protocols/tracking-plan/create.md index 6ea38a34eb..6496b74321 100644 --- a/src/protocols/tracking-plan/create.md +++ b/src/protocols/tracking-plan/create.md @@ -18,13 +18,19 @@ The Segment Tracking Plan feature allows you to validate your expected events ag Tracking Plans are stored in workspaces and can be connected to one or more Sources. +> info "Segment Consent Preference Updated Event" +> After setting up a consent category, users of Consent Management see a Segment Consent Preference Updated Event added to all existing Tracking Plans. + ## Create a Tracking Plan To create a new Tracking Plan: 1. Contact your Segment account team to enable the Protocols features in your workspace. 2. Once enabled, click **Protocols** in the left bar navigation. 3. Click **New Tracking Plan**. -4. Add events, properties, traits and filters in the Tracking Plan editor.
You'll see an option to import events and traits to your Tracking Plan that your source received in the last 24 hours, 7 days or 30 days. This option is great if you want to get started with your current events. +4. Add events, properties, traits and filters in the Tracking Plan editor.
You'll see an option to import events and traits to your Tracking Plan that your source received in the last 24 hours, 7 days or 30 days. This option is great if you want to get started with your current events. + +> info "Consent Management users see the Segment Consent Preference Updated event on new Tracking Plans" +> If you are a Consent Management user, Segment automatically adds the [Segment Consent Preference Updated event](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) to all new Tracking Plans. ## Copy a Tracking Plan @@ -62,7 +68,7 @@ To create a new Tracking Plan by uploading a CSV file: After uploading your CSV file, you are redirected to the Upload & Download History page while the upload is in progress. If the CSV upload fails, you'll be able to either view the error directly in the Reports column on the Upload & Download History page or download the `error_report.csv` file that corresponds to the Tracking Plan you uploaded. > success "" -> Tracking Plans created by an uploaded file are reflected in the [Audit Trail](docs/segment-app/iam/audit-trail/) and [Tracking Plan changelog](/docs/protocols/faq/#how-can-i-see-who-made-changes-to-my-tracking-plan). +> Tracking Plans created by an uploaded file are reflected in the [Audit Trail](docs/segment-app/iam/audit-trail/) and [Tracking Plan changelog](/docs/protocols/faq/#how-can-i-see-who-made-changes-to-my-tracking-plan). If you are a Consent Management user, Segment automatically adds the [Segment Consent Preference Updated event](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) to all new Tracking Plans. ### Update an existing Tracking Plan From 5a5e805610d88e76bd8b8fbc8e85569819be3209 Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Wed, 21 Feb 2024 18:41:46 -0500 Subject: [PATCH 2/5] [netlify-build] --- src/privacy/consent-management/configure-consent-management.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/privacy/consent-management/configure-consent-management.md b/src/privacy/consent-management/configure-consent-management.md index 76d0d7ce46..250a11f8ef 100644 --- a/src/privacy/consent-management/configure-consent-management.md +++ b/src/privacy/consent-management/configure-consent-management.md @@ -84,4 +84,4 @@ Disabling a consent category means that Segment no longer enforces end user cons 1. From the [Segment homepage](https://app.segment.com/goto-my-workspace/){:target="_blank”}, select the Privacy tab and click **Consent Management**. 2. On the Consent Management page, disable the toggle for the category you'd like to disable. -3. On the "Disable [category-name]?" popup, enter the category name in the Consent category name field and click **Disable category**. \ No newline at end of file +3. On the "Disable [category-name]?" popup, enter the category name in the Consent category name field and click **Disable category**. From fe9227d388694a0fbbade811e553d0729a5a77a4 Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Wed, 21 Feb 2024 19:03:06 -0500 Subject: [PATCH 3/5] consent category setup note [netlify-build] --- .../consent-management/configure-consent-management.md | 2 +- src/protocols/faq.md | 2 +- src/protocols/tracking-plan/create.md | 4 ++-- 3 files changed, 4 insertions(+), 4 deletions(-) diff --git a/src/privacy/consent-management/configure-consent-management.md b/src/privacy/consent-management/configure-consent-management.md index 250a11f8ef..76d0d7ce46 100644 --- a/src/privacy/consent-management/configure-consent-management.md +++ b/src/privacy/consent-management/configure-consent-management.md @@ -84,4 +84,4 @@ Disabling a consent category means that Segment no longer enforces end user cons 1. From the [Segment homepage](https://app.segment.com/goto-my-workspace/){:target="_blank”}, select the Privacy tab and click **Consent Management**. 2. On the Consent Management page, disable the toggle for the category you'd like to disable. -3. On the "Disable [category-name]?" popup, enter the category name in the Consent category name field and click **Disable category**. +3. On the "Disable [category-name]?" popup, enter the category name in the Consent category name field and click **Disable category**. \ No newline at end of file diff --git a/src/protocols/faq.md b/src/protocols/faq.md index 57488000d3..93bc685bc8 100644 --- a/src/protocols/faq.md +++ b/src/protocols/faq.md @@ -30,7 +30,7 @@ To consolidate the views in the Schema tab, Segment automatically converts `page ### How can I see who made changes to my Tracking Plan? -Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the **...** button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click **View Changelog**. In the Changelog, Consent Management users also see when the Segment Consent Preference Updated event was added to their workspace. +Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the **...** button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click **View Changelog**. In the Changelog, Consent Management users also see when the Segment Consent Preference Updated event was added to their Tracking Plan through the creation of at least one consent category. ### How many Sources can I connect to a Tracking Plan? diff --git a/src/protocols/tracking-plan/create.md b/src/protocols/tracking-plan/create.md index 6496b74321..5446d8d0b7 100644 --- a/src/protocols/tracking-plan/create.md +++ b/src/protocols/tracking-plan/create.md @@ -30,7 +30,7 @@ To create a new Tracking Plan: 4. Add events, properties, traits and filters in the Tracking Plan editor.
You'll see an option to import events and traits to your Tracking Plan that your source received in the last 24 hours, 7 days or 30 days. This option is great if you want to get started with your current events. > info "Consent Management users see the Segment Consent Preference Updated event on new Tracking Plans" -> If you are a Consent Management user, Segment automatically adds the [Segment Consent Preference Updated event](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) to all new Tracking Plans. +> If you are a Consent Management user and have created at least one consent category, Segment automatically adds the [Segment Consent Preference Updated event](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) to all new Tracking Plans. ## Copy a Tracking Plan @@ -68,7 +68,7 @@ To create a new Tracking Plan by uploading a CSV file: After uploading your CSV file, you are redirected to the Upload & Download History page while the upload is in progress. If the CSV upload fails, you'll be able to either view the error directly in the Reports column on the Upload & Download History page or download the `error_report.csv` file that corresponds to the Tracking Plan you uploaded. > success "" -> Tracking Plans created by an uploaded file are reflected in the [Audit Trail](docs/segment-app/iam/audit-trail/) and [Tracking Plan changelog](/docs/protocols/faq/#how-can-i-see-who-made-changes-to-my-tracking-plan). If you are a Consent Management user, Segment automatically adds the [Segment Consent Preference Updated event](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) to all new Tracking Plans. +> Tracking Plans created by an uploaded file are reflected in the [Audit Trail](docs/segment-app/iam/audit-trail/) and [Tracking Plan changelog](/docs/protocols/faq/#how-can-i-see-who-made-changes-to-my-tracking-plan). If you are a Consent Management user and have created at least one consent category, Segment automatically adds the [Segment Consent Preference Updated event](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) to all new Tracking Plans. ### Update an existing Tracking Plan From 3faa1881a16a8b1c0d8e0fcf72c9a8e0dcd022be Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Thu, 22 Feb 2024 11:26:07 -0500 Subject: [PATCH 4/5] remove consent mgmt sentence from q --- src/protocols/faq.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/protocols/faq.md b/src/protocols/faq.md index 93bc685bc8..08a143c812 100644 --- a/src/protocols/faq.md +++ b/src/protocols/faq.md @@ -30,7 +30,7 @@ To consolidate the views in the Schema tab, Segment automatically converts `page ### How can I see who made changes to my Tracking Plan? -Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the **...** button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click **View Changelog**. In the Changelog, Consent Management users also see when the Segment Consent Preference Updated event was added to their Tracking Plan through the creation of at least one consent category. +Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the **...** button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click **View Changelog**. ### How many Sources can I connect to a Tracking Plan? From 37a5b60df650560cf35108831a6dd710a0fcc16d Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Thu, 22 Feb 2024 12:03:54 -0500 Subject: [PATCH 5/5] update faq fix redirect [netlify-build] --- src/privacy/consent-management/consent-in-unify.md | 2 +- src/protocols/faq.md | 3 +++ 2 files changed, 4 insertions(+), 1 deletion(-) diff --git a/src/privacy/consent-management/consent-in-unify.md b/src/privacy/consent-management/consent-in-unify.md index 8159d872dc..9d6ecc79ac 100644 --- a/src/privacy/consent-management/consent-in-unify.md +++ b/src/privacy/consent-management/consent-in-unify.md @@ -4,7 +4,7 @@ related: - "/privacy/consent-management/" - "/privacy/consent-management/configure-consent-management/" - "/privacy/consent-management/consent-in-segment-connections/" -redirect_from: "/privacy/consent-in-unify/" +redirect_from: "/privacy/consent-in-unify" --- > info "Consent in Unify and Twilio Engage is currently unavailable." diff --git a/src/protocols/faq.md b/src/protocols/faq.md index 08a143c812..aa5f89bb65 100644 --- a/src/protocols/faq.md +++ b/src/protocols/faq.md @@ -24,6 +24,9 @@ You can also use the Slack Actions destination to set event triggers for context ## Protocols Tracking Plan +### What is the Segment Consent Preference Updated event, and who added it to my Tracking Plans? +[Consent Management](/docs/privacy/consent-management) users see the [Segment Consent Preference Updated](/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event) event automatically added to all existing Tracking Plans after they create their first consent category, or when they create a new Tracking Plan after configuring Consent Management. Segment recommends that you do not remove this event. + ### How do I add Page and Screen events to my Tracking Plan? To consolidate the views in the Schema tab, Segment automatically converts `page` and `screen` calls into `Page Viewed` and `Screen Viewed` events that appear in the Schema Events view. Segment recommends adding a `Page Viewed` or `Screen Viewed` event to your Tracking Plan with any properties you want to validate against. At this time, to validate that a specific named page/screen (`analytics.page('Homepage') | analytics.screen('Home')`) has a specific set of required properties, you will need to use the [JSON Schema](/docs/protocols/tracking-plan/create/#edit-underlying-json-schema).