@ht-sdks/consent-manager

v0.0.1

Published

2 months ago

Drop-in consent management plugin for Hightouch Events Browser SDK

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gdpr tracking events-sdk-js-browser

Hightouch Consent Manager

Drop-in consent management plugin for @ht-sdks/events-sdk-js-browser

[!NOTE] You must install @ht-sdks/events-sdk-js-browser via snippet in order for Consent Manager to work. It will not work if you use an NPM import.

At its core, the Consent Manager empowers your visitors to control and customize their tracking preferences on a website. They can opt out entirely of being tracked, or selectively opt out of tools in which they don’t want their information stored.

Hightouch works to ensure Consent Manager works with most of our product pipeline. We cannot ensure it works in your specific implementation or website. Please contact our team for implementation support.

Features

Give users the ability to opt-in or opt-out to tracking.
Fine grained control of tools or categories used for tracking.
30s setup with a drop in script tag.
Or fully customizable UI/UX through React components.
EU traffic detection through @segment/in-eu.
Ability for visitors to reconsent and change preferences.
Automatically updates to reflect the destinations you have enabled in Hightouch.
Consent Manager will add consent metadata to the context of all track calls:

How it works

The consent manager delays loading the events SDK until user consent is given, and will not load the SDK at all if the user opts out of everything. The user's tracking preferences are saved to a cookie and sent as an identify trait and a Consent Updated track event (if they haven't opted out of everything), ensuring consent data is propagated to your destinations.

All events will include the latest consent metadata inside the context.consent object:

{
  "event": "Created Account",
  "context": {
    "consent": {
      "defaultDestinationBehavior": "disable",
      "destinationPreferences": {},
      "categoryPreferences": {
        "marketingAndAnalytics": false,
        "advertising": true,
        "functional": false
      }
    }
  }
}

Whenever a user updates their consent preferences, the following events will be emitted

identify with updated preferences in traits

{
  "type": "identify",
  "traits": {
    "destinationTrackingPreferences": {},
    "categoryTrackingPreferences": {
      "marketingAndAnalytics": true,
      "advertising": true,
      "functional": true
    }
  }
}

track named Consent Updated with updated preferences

{
  "type": "track",
  "event": "Consent Updated",
  "properties": {
    "destinationTrackingPreferences": {},
    "categoryTrackingPreferences": {
      "marketingAndAnalytics": true,
      "advertising": true,
      "functional": true
    }
  }
}

Install

The Hightouch Consent Manager can be used in several ways, depending on how custom you want your visitor's experience to be.

[!IMPORTANT] Ensure you're using the latest version of the Hightouch Events Browser SDK snippet and remove the e.load("WRITE_KEY") call from the snippet so consent manager can manage the loading process.

Standalone Script

The standalone script is a prebuilt bundle that uses the ConsentManager React component with Preact (a lightweight React alternative). It's best if you want to get up and running quickly or you don't have a preexisting React setup.

Include the consent manager script tag after the Browser SDK snippet and add your own custom copy. The standalone script is configured via a global callback function.

<!-- Consent Manager element -->
<div id="consent-manager"></div>

<!-- Browser SDK snippet -->
<script type="text/javascript">
  !function(){var e=window.htevents=window.htevents||[];if(!e.initialize)if(e.invoked)window.console&&console.error&&console.error("Hightouch snippet included twice.");else{e.invoked=!0,e.methods=["trackSubmit","trackClick","trackLink","trackForm","pageview","identify","reset","group","track","ready","alias","debug","page","once","off","on","addSourceMiddleware","addIntegrationMiddleware","setAnonymousId","addDestinationMiddleware"],e.factory=function(t){return function(){var n=Array.prototype.slice.call(arguments);return n.unshift(t),e.push(n),e}};for(var t=0;t<e.methods.length;t++){var n=e.methods[t];e[n]=e.factory(n)}e.load=function(t,n){var o=document.createElement("script");o.type="text/javascript",o.async=!0,o.src="https://cdn.hightouch-events.com/browser/release/v1-latest/events.min.js";var r=document.getElementsByTagName("script")[0];r.parentNode.insertBefore(o,r),e._loadOptions=n,e._writeKey=t},e.SNIPPET_VERSION="0.0.1",
  e.page()}}();
</script>

<!-- Consent Manager configuration -->
<script>
  window.consentManagerConfig = function(exports) {
    return {
      container: '#consent-manager',
      writeKey: 'WRITE_KEY',
      shouldRequireConsent: exports.inEU // optional: require consent only for EU users
    }
  }
</script>

<!-- Consent Manager JS -->
<script
  src="https://unpkg.com/@ht-sdks/[email protected]/standalone/consent-manager.js"
  defer
></script>

Options

All of the ConsentManager options are supported with the addition of these options:

container

Type: string

CSS selector to the DOM element that will host the consent banner. It should be an empty DOM element (usually a <div>) because the consent manager will replace any existing DOM elements inside it. The element must also exist on the page before the script is executed.

You can also control the positioning of the consent banner by applying styles to the container element (optional). E.g:

#target-container {
  position: fixed;
  left: 0;
  right: 0;
  bottom: 0;
  z-index: 100;
}

<div id="target-container"></div>

Globals

The following global variables are also exposed:

consentManager.version - Version of the consent manager.
consentManager.openConsentManager() - Opens the consent manager preferences dialog.
consentManager.doNotTrack() - Utility function that returns the user's Do Not Track preference (normalises the cross browser API differences). Returns true, false or null (no preference specified).
consentManager.inEU() - The @segment/in-eu inEU() function.
consentManager.preferences - Returns an instance of PreferencesManager with the following helper functions:
- loadPreferences - returns the cookie value for consent preferences
- savePreferences - allows for managing the consent cookie programatically (useful if you want to re-hydrate consent from your own database or prefill consent options)
- onPreferencesSaved(callback) - allows for subscribing to changes in preferences.

Callback Function

All the options are supported. The callback function also receives these exports:

React - Reference to the Preact library (the API is React compatible). Useful for if you need to use virtual DOM in your content.
version - Version of the consent manager.
openConsentManager() - Opens the consent manager preferences dialog.
doNotTrack() - Utility function that returns the user's Do Not Track preference (normalises the cross browser API differences). Returns true, false or null (no preference specified).
inEU() - The @segment/in-eu inEU() function.
consentManager.preferences - Returns an instance of PreferencesManager with the following helper functions:
- loadPreferences - returns the cookie value for consent preferences
- savePreferences - allows for managing the consent cookie programatically (useful if you want to re-hydrate consent from your own database or prefill consent options)
- onPreferencesSaved(callback) - allows for subscribing to changes in preferences.

<script>
  window.consentManagerConfig = function(exports) {
    var React = exports.React

    // optional: customize the banner for your brand
    var bannerContent = React.createElement(
      'span',
      null,
      'We use cookies (and other similar technologies) to collect data to improve your experience on our site. By using our website, you՚re agreeing to the collection of data as described in our',
      ' ',
      React.createElement(
        'a',
        { href: '/docs/legal/website-data-collection-policy/', target: '_blank' },
        'Website Data Collection Policy'
      ),
      '.'
    )

    return {
      container: '#target-container',
      writeKey: 'WRITE_KEY',
      bannerContent: bannerContent
    }
  }
</script>

<script
  src="https://unpkg.com/@ht-sdks/[email protected]/standalone/consent-manager.js"
  defer
></script>

ConsentManager

The ConsentManager React component is a prebuilt consent manager UI that uses the ConsentManagerBuilder component under the hood. To use it, just mount the component where you want the consent banner to appear and pass in your own custom copy.

Note: Consent Manager is React-based so is not currently compatible with other frameworks such as Vue.js or Angular. In case you want to use it in another framework that is not React, you should use the Standalone implementation.

Install

Using npm:

npm install @ht-sdks/consent-manager

Using yarn:

yarn add @ht-sdks/consent-manager

Example

import React from 'react'
import { ConsentManager, openConsentManager } from '@ht-sdks/consent-manager'
import inEU from '@segment/in-eu'

export default function() {
  return (
    <div>
      <ConsentManager
        writeKey="WRITE_KEY"
        shouldRequireConsent={inEU} // optional: require consent only from EU users
      />

      <button type="button" onClick={openConsentManager}>
        Website Data Collection Preferences
      </button>
    </div>
  )
}

Example in Next.js

In Next.js we do not have an HTML file to inject the Browser SDK snippet. Here we will use the Script component to inject the snippet provided by Hightouch. Again, note that the e.load(WRITE_KEY) call was removed from the snippet since ConsentManager will invoke that for us.

import React from 'react'
import Script from 'next/script'
import { ConsentManager, openConsentManager } from '@ht-sdks/consent-manager'

export default function Home() {
  return (
    <div>
      <Script
        id="events-sdk-js-browser"
        dangerouslySetInnerHTML={{
          __html: `
            !function(){var e=window.htevents=window.htevents||[];if(!e.initialize)if(e.invoked)window.console&&console.error&&console.error("Hightouch snippet included twice.");else{e.invoked=!0,e.methods=["trackSubmit","trackClick","trackLink","trackForm","pageview","identify","reset","group","track","ready","alias","debug","page","once","off","on","addSourceMiddleware","addIntegrationMiddleware","setAnonymousId","addDestinationMiddleware"],e.factory=function(t){return function(){var n=Array.prototype.slice.call(arguments);return n.unshift(t),e.push(n),e}};for(var t=0;t<e.methods.length;t++){var n=e.methods[t];e[n]=e.factory(n)}e.load=function(t,n){var o=document.createElement("script");o.type="text/javascript",o.async=!0,o.src="https://cdn.hightouch-events.com/browser/release/v1-latest/events.min.js";var r=document.getElementsByTagName("script")[0];r.parentNode.insertBefore(o,r),e._loadOptions=n,e._writeKey=t},e.SNIPPET_VERSION="0.0.1",
            e.page()}}();
          `
        }}
      />

      <main>
        <ConsentManager writeKey="WRITE_KEY" />

        <button type="button" onClick={openConsentManager}>
          Website Data Collection Preferences
        </button>
      </main>
    </div>
  )
}

ConsentManager Props

This section lists the configurable props you can change when loading the out of the box Consent Manager. In this demo, these are all the props you can pass into the returned preferences object.

writeKey

Type: string Default: none

The write key events.js should be loaded with.

shouldRequireConsent

Type: function Default: () => true

Callback function that determines if consent is required before tracking begins. Set to true to show the consent banner, otherwise return false to not show consent banner and start tracking immediately.

The function can return a Promise that resolves to a boolean.

initialPreferences

Type: object Default: {}

Object that opts into users into tracking for the different tracking categories. For example {‘Functional’:true}

closeBehavior

Type: string or function Default: dismiss

This option sets the default behavior for the x (close) button on the Consent Manager banner. Available options:

“dismiss” - dismisses the banner, but doesn't save or change any preferences. Events Browser SDK won’t load until consent is given.
“accept”- assume consent across every category.
”deny” - denies consent across every category.

closeBehavior can also be customized - i.e. don't load some categories, but load everything else. For example, if you wanted to load everything except advertising, you could pass the following as closeBehavior:

closeBehavior={
  (categories) => ({
    ...categories,
    advertising: false
  })
}

implyConsentOnInteraction

Type: boolean Default: false

Determines whether or not consent should be implied if the user interacts with the website by clicking anywhere outside the Consent Manager banner.

defaultDestinationBehavior

Type: string Default: disable

Determines what the Consent Manager does if the user has already made consent selections and it detects new destination tools. (This is determined by checking if the user already has a cookie set on their browser.)

This is relevant when you've added a connected a new destination to any of the sources managed by Consent Manager.

Options:

disable (default) - When you add new destinations, they are set to “disabled” unless a user updates their consent selections by default.
enable - When you add new destinations, they are set to “enabled” unless a user updates their consent selections.
imply - When you add new destinations, they are enabled or disabled based on the category to which they belong and the user's previous consent to that category. For example, if a user already consented to the marketingAndAnalytics category, and you add a new destination which is in the Analytics category, that destination will be enabled until the user updates their consent selections.
ask - When you add new destinations, the Consent Manager automatically opens the preferences dialog on initialization, and asks the user for their consent again.

cookieDomain

Type: string Default: the top most domain and all sub domains

The domain the ht-cm-preferences cookie should be scoped to.

bannerContent

Type: PropTypes.node

The content of the consent banner.

bannerSubContent

Type: string

The call to action under the primary text in the Consent Manager banner.

bannerActionsBlock

Type: function(object) | boolean

The flag or function to render the actions block. If true value is passed - will render the default buttons block with Accept all and Deny all (required for the GDPR compliance). if the function is passed - will render the passed function into a actions block placeholder.

Function props:

acceptAll: () => void - accept all cookies and close the banner
denyAll: () => void - deny all cookies and close the banner
changePreferences: () => void - open the dialog

bannerTextColor

Type: string Default: #fff

The color of the consent banner text.

bannerBackgroundColor

Type: string Default: #1f4160

The color of the consent banner background.

bannerHideCloseButton

Type: boolean Default: false

Hide the close button of the consent banner.

bannerAsModal

Type: boolean Default: false

Show the consent banner as a modal, blocking the interaction while it is not accepted/rejected.

preferencesDialogTitle

Type: PropTypes.node Default: Website Data Collection Preferences

The title of the preferences dialog.

preferencesDialogContent

Type: PropTypes.node

The top descriptive content of the preferences dialog.

cancelDialogTitle

Type: PropTypes.node Default: Are you sure you want to cancel?

The title of the cancel dialog.

cancelDialogContent

Type: PropTypes.node

The text displayed in the cancel dialog box.

customCategories

Type: PropTypes.object Default: undefined

An object that represents custom consent categories, and which tools are included in these categories. For example, for CCPA compliance, you could create a custom “Do Not Sell” category and list relevant destinations to it.

Note: Calling the customCategories object will overwrite the prebuilt categories (Analytics, Functional, Targeting and Advertising) provided by Consent Manager. Those categories will need to be redeclared inside customCategories. You can find examples here and here.

const customCategories = {
  'New Category': {
    purpose: 'A new consent category to capture more granular consent groupings',
    integrations: ['Google Adwords (Classic)', 'Amplitude', 'Slack']
  }
}

preferencesDialogTemplate

Type: PropTypes.object Default:

{
  headings: {
    allowValue: 'Allow',
    categoryValue: 'Category',
    purposeValue: 'Purpose',
    toolsValue: 'Tools'
  },
  checkboxes: {
    noValue: 'No',
    yesValue: 'Yes'
  },
  actionButtons: {
    cancelValue: 'Cancel',
    saveValue: 'Save'
  },
  cancelDialogButtons: {
    cancelValue: 'Yes, Cancel',
    backValue: 'Go Back'
  },
  categories: [
    {
      key: 'functional',
      name: 'Functional',
      description:
        'To monitor the performance of our site and to enhance your browsing experience.',
      example: 'For example, these tools enable you to communicate with us via live chat.'
    },
    {
      key: 'marketing',
      name: 'Marketing and Analytics',
      description:
        'To understand user behavior in order to provide you with a more relevant browsing experience or personalize the content on our site.',
      example:
        'For example, we collect information about which pages you visit to help us present more relevant information.'
    },
    {
      key: 'advertising',
      name: 'Advertising',
      description:
        'To personalize and measure the effectiveness of advertising on our site and other websites.',
      example:
        'For example, we may serve you a personalized ad based on the pages you visit on our site.'
    },
    {
      key: 'essential',
      name: 'Essential',
      description: 'We use browser cookies that are necessary for the site to work as intended.',
      example:
        'For example, we store your website data collection preferences so we can honor them if you return to our site. You can disable these cookies in your browser settings but if you do the site may not work as intended.'
    }
  ]
}

An object that represents the text fields of the preferences dialog and allows customizing them. We recommend copying the default object and changing the fields as necessary.

Note: All fields are optional. If they are not included in the template (object) the default fields will be used.

Note: For categories, you need to provide the key in order to map all the values properly.

ConsentManagerBuilder

The ConsentManagerBuilder React component is a low level render props component for building your own consent manager UI. It abstracts away all the logic for fetching destinations, checking/saving consent and loading the Events Browser SDK.

Note: ConsentManagerBuilder is React-based so is not currently compatible with other frameworks such as Vue.js or Angular. In case you want to use it in another framework that is not React, you should use the Standalone implementation.

Example

For a more detailed/advanced example, checkout the ConsentManager implementation.

import React from 'react'
import { ConsentManagerBuilder } from '@ht-sdks/consent-manager'

export default function() {
  return (
    <ConsentManagerBuilder writeKey="WRITE_KEY">
      {({ destinations, preferences, setPreferences, saveConsent }) => (
        <div>
          <h2>Tracking tools</h2>
          <ul>
            {destinations.map(destination => (
              <li key={destination.id}>
                <label>
                  <input
                    type="checkbox"
                    checked={Boolean(preferences[destination.id])}
                    onChange={() =>
                      setPreferences({
                        [destination.id]: !preferences[destination.id]
                      })
                    }
                  />
                  {destination.name}
                </label>
              </li>
            ))}
          </ul>

          <button type="button" onClick={() => saveConsent()}>
            Save
          </button>
          <button type="button" onClick={() => saveConsent(true)}>
            Allow all
          </button>
          <button type="button" onClick={() => saveConsent(false)}>
            Deny all
          </button>
        </div>
      )}
    </ConsentManagerBuilder>
  )
}

ConsentManagerBuilder Props

children

Type: function

The render props function that returns your UI.

writeKey

Type: string

The write key the Events Browser SDK should be loaded with.

shouldRequireConsent

Type: function Default: () => true

Callback function that determines if consent is required before tracking can begin. Return true to show the consent banner and wait for consent (if no consent has been given yet). Return false to not show the consent banner and start tracking immediately (unless the user has opted out). The function can return a Promise that resolves to a boolean.

initialPreferences

Type: object Default: {}

The initial value of the preferences. By default it should be an object map of {destinationId: true|false|'N/A'}. If you're using mapCustomPreferences it should be an object map of your custom preferences' default values.

defaultDestinationBehavior

Type: string Default: disable

This is relevant when you've added a connected a new destination to any of the sources managed by Consent Manager.

Options:

disable (default) - When you add new destinations, they are set to “disabled” unless a user updates their consent selections by default.
enable - When you add new destinations, they are set to “enabled” unless a user updates their consent selections.
imply - When you add new destinations, they are enabled or disabled based on the category to which they belong and the user's previous consent to that category. For example, if a user already consented to the marketingAndAnalytics category, and you add a new destination which is in the Analytics category, that destination will be enabled until the user updates their consent selections.
ask - When you add new destinations, the Consent Manager automatically opens the preferences dialog on initialization, and asks the user for their consent again.

mapCustomPreferences

Type: function Default: undefined

Callback function allows you to use a custom preferences format (e.g: categories) instead of the default destination based one. The function gets called during the consent saving process and gets passed (destinations, preferences). The function should return {destinationPreferences, customPreferences} where destinationPreferences is your custom preferences mapped to the destinations format ({destiantionId: true|false}) and customPreferences is your custom preferences if you changed them in the callback (optional).

cookieDomain

Type: string Default: the top most domain and all sub domains

The domain the ht-cm-preferences cookie should be scoped to.

shouldReload

Type: boolean Default: true

Reload the page if the trackers have already been initialized so that the user's new preferences can take effect.

devMode

Type: boolean Default: false

Disable calling htevents.load for local testing.

useDefaultCategories

Type: boolean Default: false

Use default categories set by Consent Manager instead of destinations.

ConsentManagerBuilder Render Props

destinations

Type: array<object> Default: []

Destinations enabled for the provided write keys. Each destination contains these properties:

{
  id,
  name,
  description,
  website,
  category
}

newDestinations

Type: array<object> Default: []

New destinations that have been enabled since the user last gave consent.

preferences

Type: object Default: {}

The current preferences in state. By default if should be in the format of {destinationId: true|false}, but if you're using mapCustomPreferences the object map can be in any format you want. Note: this isn't the saved preferences.

destinationPreferences

Type: object Default: {}

The current destination specific preferences, i.e. {Amplitude: true}.

havePreferencesChanged

Type: boolean Default: false

A boolean value representing whether or not the user has changed their preferences since opening the preferences modal. Will be set to true if the user interacts with the preferences modal by selecting "Yes" or "No" on any of the consent categories.

This is used to not reload the page if no preferences have changed, as to not create a disruptive user experience.

isConsentRequired

Type: boolean Default: true

The result of shouldRequireConsent.

workspaceAddedNewDestinations

Type: boolean Default: false

A boolean value representing whether or not there have been new destinations connected to the source(s) managed by Consent Manager, compared to the destinations set on the existing cookie.

setPreferences

Type: function(object|boolean)

Sets a preference to a new value in state. By default it takes an object map in the format of {destinationId: true|false}, but if you're using mapCustomPreferences the object map can be in any format you want. It behaves like setState() in that you can set one or more preferences at a time and they get merged with what's currently in state. You can also pass a boolean to set all destination preferences to true or false (you shouldn't do this if you're using mapCustomPreferences).

resetPreferences

Type: function

Resets the preferences state to the value saved in the cookie. Useful for resetting the state when the preferences dialog is closed without saving for example.

saveConsent

Type: function(object|boolean)

Saves the preferences currently in state to a cookie called ht-cm-preferences, triggers an identify event with destinationTrackingPreferences and categoryTrackingPreferences traits, triggers a track event called Consent Updated, and then reloads the Browser SDK using the new preferences. It can also be passed preferences like setPreferences to do a final update before saving.

onError

Type: function(object)

Allows you to manually handle if there is an error when initializing - e.g. if there is an ad blocker that prevented fetching the destinations. This will prevent an uncaught error e.g. Failed to fetch.

Utility functions

openConsentManager() - Opens the ConsentManager preferences dialog.
doNotTrack() - Returns the user's Do Not Track preference (normalises the cross browser API differences). Returns true, false or null (no preference specified).

Setting Custom Anonymous ID

Hightouch Events Browser SDK generates a universally unique ID (UUID) for the viewer during the library’s initialization phase, and sets this as anonymousId for each new visitor to your site. This happens before the SDK loads any device-mode destinations, and so before these destination-libraries can generate their own user IDs.

Example

htjs_anonymous_id=%2239ee7ea5-b6d8-4174-b612-04e1ef3fa952

You can override the default-generated anonymousID from the Hightouch snippet.

htevents.setAnonymousId('YOUR_CUSTOM_ID')

Note: Keep in mind that setting the anonymousId does not overwrite the anonymous tracking IDs for any destinations you’re using.

There are other ways to override the anonymousID, you can find more information [here][].

Styles

GUIDESTYLES.md contains the list of all components you can use this id to change de styles on Consent Manager.

Development

To run our storybook locally, simply do:

$ npm run dev

and the storybook should be opened in your browser. We recommend adding a new story for new features, and testing against existing stories when making bug fixes.

License

consent-manager is released under the MIT license.

Published

Vulnerabilities

Links

Maintainers

Keywords

Readme

Hightouch Consent Manager

Features

How it works

Install

Standalone Script

Options

container

Globals

Callback Function

ConsentManager

Install

Example

Example in Next.js

ConsentManager Props

writeKey

shouldRequireConsent

initialPreferences

closeBehavior

implyConsentOnInteraction

defaultDestinationBehavior

cookieDomain

bannerContent

bannerSubContent

bannerActionsBlock

bannerTextColor

bannerBackgroundColor

bannerHideCloseButton

bannerAsModal

preferencesDialogTitle

preferencesDialogContent

cancelDialogTitle

cancelDialogContent

customCategories

preferencesDialogTemplate

ConsentManagerBuilder

Example

ConsentManagerBuilder Props

children

writeKey

shouldRequireConsent

initialPreferences

defaultDestinationBehavior

mapCustomPreferences

cookieDomain

shouldReload

devMode

useDefaultCategories

ConsentManagerBuilder Render Props

destinations

newDestinations

preferences

destinationPreferences

havePreferencesChanged

isConsentRequired

workspaceAddedNewDestinations

setPreferences

resetPreferences

saveConsent

onError

Utility functions

Setting Custom Anonymous ID

Styles

Development

License