To help you comply with the Children's Online Privacy Protection Act (COPPA), Promote supports two approaches for identifying and excluding patrons under the age of 13 from marketing segments:
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If your library collects the date of birth (DOB), Promote can retrieve it from the patron records and automatically exclude anyone under 13 from all segments.
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If your library doesn't collect DOB, Promote can use specific patron types (P-types in Sierra) or patron codes (P-codes in Polaris) that represent patrons under 13 to exclude those records from all segments.
These configurations exclude patron records under 13 from marketing and promotional communication sent from Promote. They don't affect non-promotional communications from LX Starter.
To configure automated age checks
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Select the down arrow next to your name in the upper-right section of the page.
A drop-down list is displayed. -
Select Library Settings.
All library-specific settings are displayed. -
In the left sidebar, select Emails, and scroll down to the Marketing section.
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Configure one or more of the following options:
Require library staff to verify age checks on imports If enabled, users who import patron records need to confirm that no patrons under 13 are included in the imported CSV file by selecting a checkbox during the import process.
The Import History indicates whether this confirmation was provided.Enable automated Age Checks If enabled, patrons under 13 are automatically excluded from segments based on their DOB. If no DOB is available, the selected P-codes or P-types are used to determine their age instead. Secondary Age Check Criteria This setting is available only if the Enable automated Age Checks toggle switch is enabled. It displays all available P-types (for Sierra customers) or P-codes (for Polaris customers) from the ILS.
All codes that correspond to patrons under 13 should be selected. If no codes are selected, only the DOB check will occur before adding a cardholder's record to the marketing segment.
The Promote sign-up form includes a required checkbox that patrons must select to confirm they are 13 or older. If selected, this confirmation allows the patron to be included in a marketing segment even if their record would otherwise be excluded by automated age checks.
