Configuring SmartGeo (Geo-Control) in TRUENDO Consent Management Platform
Features may be limited based on subscription tier
Introduction#
The SmartGeo (Geo-Control) feature in the TRUENDO Consent Management Platform (CMP) enables you to tailor your consent management based on the geographical location of your website visitors. By creating and managing Geo Groups, you can customize the consent banner's appearance, language, and compliance settings (such as opt-in or opt-out) for different regions. This ensures compliance with regional data protection regulations like the GDPR while enhancing the user experience across diverse locations.
1. Understanding SmartGeo (Geo-Control)#
SmartGeo (Geo-Control) allows you to:
- Create Geo Groups: Group countries or regions that share similar data protection regulations.
- Customize Settings Per Region: Specify unique configurations for each Geo Group, including consent options, language, banner style, and more.
- Global or Regional Settings: If no Geo Group is active, global settings apply to all visitors regardless of their IP address.
By utilizing Geo Groups, you can effectively manage compliance efforts for multiple regions from a single platform.
2. Why Use SmartGeo (Geo-Control)#
- Compliance with Regional Laws: Meet legal requirements in regions with specific data protection laws.
- Enhanced User Experience: Provide localized content and consent options tailored to the visitor's region.
- Efficient Management: Streamline consent management by grouping regions with similar regulations.
3. Prerequisites#
Before configuring SmartGeo in TRUENDO CMP, ensure that you have:
- Access to the TRUENDO Console: Administrative privileges to modify settings.
- An Active TRUENDO CMP Implementation: The consent management platform should already be integrated into your website.
4. Configuring SmartGeo (Geo-Control) in TRUENDO#
Follow these steps to configure the SmartGeo feature:
A. Accessing the Settings
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Log In to the TRUENDO Console
- Navigate to https://console.truendo.com/ and log in with your credentials.
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Select Your Project
- Choose the relevant Organization and Domain from the dropdown menus at the top of the TRUENDO Console.
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Navigate to Settings
- In the left-hand sidebar, click on "Settings" to access the main configuration area.
B. Creating or Selecting a Geo Group
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Access Geo Groups
- Within Settings, navigate to the "Geo Groups" section.
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Create a New Geo Group or Select an Existing One
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To Create a New Geo Group:
- Click on "Add Geo Group".
- Enter a Name for the Geo Group (e.g., "EU Countries", "California Residents").
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To Select an Existing Geo Group:
- Choose the Geo Group from the list provided.
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Select Regions
- In the "Select Regions" dropdown, add the countries or states that should be included in this Geo Group.
- This determines the regions where this Geo Group's configuration will be active, based on the visitor's IP address.
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Activate the Geo Group
- Click the "Active" checkbox to enable the Geo Group.
- Click "Save" to apply the changes.
- Activating the Geo Group will make the Geo Group Tab appear at the top of the window next to the Website tab.
C. Configuring Settings for the Geo Group
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Navigate to the Geo Group Tab
- With the Geo Group active, click on the new Geo Group Tab at the top of the window.
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Customize Configurations
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Adjust the settings specific to this Geo Group, which may include:
- Consent Options: Choose between opt-in or opt-out mechanisms.
- Language: Set the default language and provide translations.
- Appearance: Customize colors, banner style, and branding elements.
- Content: Edit texts and messages displayed to users.
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Save Your Changes
- After configuring the settings, click "Save" to apply them to the Geo Group.
D. Managing Multiple Geo Groups
- Repeat the Process: You can create multiple Geo Groups to cover different regions with specific requirements.
- Priority Order: Ensure that Geo Groups are ordered correctly if regions overlap, as the first matching Geo Group will apply.
5. Verifying the Configuration#
To ensure that the SmartGeo settings are working as intended:
A. Test from Different Locations
- Use a VPN or Proxy Service: Simulate accessing your website from different regions included in your Geo Groups.
B. Check Banner Display and Settings
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Verify Configurations:
- Confirm that the consent banner displays the correct settings, language, and appearance for each region.
- Ensure that consent options (opt-in or opt-out) function as configured.
C. Clear Browser Cache and Cookies
- Before each test, clear your browser's cache and cookies to ensure accurate results.
D. Use Browser Developer Tools
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Inspect Network Requests:
- Verify that the TRUENDO CMP script loads the appropriate configurations based on the visitor's IP address.
6. Additional Considerations#
A. Global Settings
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No Active Geo Group:
- If no Geo Group is active, the global settings will apply to all visitors, regardless of their location.
B. Regulatory Compliance Outside the EU
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Other Data Protection Laws:
- Be aware of regulations like the CCPA in California or LGPD in Brazil. Create Geo Groups for these regions as needed.
C. Content Delivery Networks (CDNs)
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IP Detection:
- Ensure that your CDN does not interfere with IP detection used for Geo-Control.
D. Caching
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Server-Side Caching:
- Be cautious with caching mechanisms that might serve the same content to all users, bypassing Geo-Control.
7. Conclusion#
By configuring the SmartGeo (Geo-Control) feature in TRUENDO CMP, you can effectively manage consent preferences for visitors from different regions. This ensures compliance with regional data protection laws while providing a personalized and seamless user experience.
8. Support and Resources#
TRUENDO Support
- Website: https://www.truendo.com/
- Documentation: https://docs.truendo.com/
- Email: support@truendo.com
Regulatory References
- GDPR Text: https://gdpr-info.eu/
- CCPA Information: https://oag.ca.gov/privacy/ccpa
- ePrivacy Directive: https://eur-lex.europa.eu/legal-content/EN/ALL/?uri=CELEX:32002L0058
End of Guide