Legal Transaction categories are surfaced to end-users via your Universal Consent and Preferences message and enable you to provide notification of and/or collect agreements to legal documents (configured in the Legal Document Library) used by your organization. In this article, we will cover how to:
- Add Legal Transaction category to configuration
- Edit Legal Transaction category to configuration
- Delete Legal Transaction category to configuration
Note: Click here for more information on managing and editing translations for your Legal Transaction categories.
To start, click Universal Consent and Preferences on the left-hand panel and select a configuration from the subsequent list.
From the selected configuration page, navigate to the Legal Transactions section and click Manage Categories.
Add Legal Transaction category to configuration
Click + Add Legal Transaction Category.
Add the following fields for the category:
| Field | Description |
| Category Name | The name of the Legal Transaction category. |
| Scenario Gate Mapping |
Assign the category to a condition used in your scenario builder that will be used to target a message for end-users. In order to use one of the listed scenario gates (e.g. AI Policy, Privacy Policy, etc...) within the scenario builder, you will need to first assign the Scenario Gate Mapping field. If no targeting is used for this legal transaction in your scenario, select None from the dropdown menu. Note: Be aware that once the Legal Transaction category is saved, you will not be able to edit the Scenario Gate Mapping field. |
| Legal Document | Select a legal document added to your Universal Consent and Preferences Legal Document Library to associate with the transaction. If you have selected None in the Scenario Gate Mapping field than this field is optional. |
| Default User State | Define the default consent state for the end-user in regards to the Legal Transaction category (opt-in/opt-out) |
| Description | An optional description of the Legal Transaction category. This description will accompany the category name within your Universal Consent and Preferences message. |
Click Add Category when finished.
The new category will be added to your list of categories. Click Save to confirm the addition.
Edit Legal Transaction category to configuration
Click the Edit icon inline with a category name from the subsequent list.
Edit the following fields for the category:
| Field | Description |
| Category Name | The name of the Legal Transaction category. |
| Scenario Gate Mapping |
Note: Once the Legal Transaction category is saved, you will not be able to edit the Scenario Gate Mapping field. |
| Legal Document | Select a legal document added to your Universal Consent and Preferences Legal Document Library to associate with the transaction. If you have selected None in the Scenario Gate Mapping field than this field is optional. |
| Default User State | Define the default consent state for the end-user in regards to the Legal Transaction category (opt-in/opt-out) |
| Description | An optional description of the Legal Transaction category. This description will accompany the category name within your Universal Consent and Preferences message. |
Click Save when finished.
Click Save to confirm the edits.
Delete Legal Transaction category to configuration
Click the Delete icon inline with a category name from the subsequent list. Confirm the decision to delete the connection in the popup and click Yes.
Click Save to confirm the deletion.
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