Help articles
Create consent purposes
Define why you collect data.
- Open Consent Management, then the Purposes tab.
- Click New Purpose.
- Give it a clear name and description in plain language.
- Choose the basis:
- Consent: the person must opt in, for example marketing emails.
- Legitimate use: the person gave data voluntarily for that purpose, for example a demo request. They see a notice, no checkbox.
- List the data categories (names only) and the retention period.
- Save.
Use the pause switch to stop using a purpose without deleting it. A purpose change opens a new draft of your Purpose Registry; publish it to make it live.
Which basis fits a purpose is a legal call. Verify with counsel.