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Training for Digital Governance

Creating and Editing Notices on Universal Consent Platform (UCP)

 

Consent Notice Setup

Consent notices are an integral part of an effective privacy experience and can be customized to match the look and feel of your brand. Setting up a notice for the first time can be done in two ways: Using a notice template or setting up individual notices.

Notice Templates

Notice templates allow you to adjust settings for a group of notices and can help save time down the road. This method is highly recommended for companies creating more than 20 notices. You can choose from default regulation templates or create your own.

Individual Notices

Some organizations prefer to create notices on an individual basis.

Creating a Notice Template

Notice templates make it easier to manage multiple consent notices across many domains. The settings you choose in your notice template will be applied to every consent notice using that notice template. If you need to edit your settings, you can simply make changes within your notice template and the updated settings will be applied to all notices using that template.

To get to your notice templates, select Templates & Assets from the main menu bar, and then Notice Templates below that.

Screen Shot 2020-07-29 at 3.14.20 PM.png

 

Once here you have two options: Choose an existing template (including our default templates) or create a New Template. Note: If you choose to use a default template, the settings cannot be ad- justed. To adjust settings, create a new template.

Screen Shot 2020-07-29 at 3.14.29 PM.png

 

When creating a template, you will configure 1. Names & Countries, 2. Regulation & Consent Support, 3. Consent Options Dialog, 4. Notices, and 5. Review. We’ll step through each screen and the required configuration.

1. Name & Countries

This page is used to name your template and select the countries your template will be used in.

Fill out the following fields:

  1. Template Name
  2. Division
  3. Countries the template applies to
Note: When you hover over a country, you will see the option to Set as Default. The settings for your default country will be used if you have a visitor from a country without specified settings.

Screen Shot 2020-07-29 at 3.14.39 PM.png

 

2. Regulation & Consent Support

This section is where you choose how consent will be captured. You can choose settings based on a specific regulation or create your own.

1. Select countries to begin configuring settings. You can configure settings for all countries at once or drill down into regions or individual countries.

Screen Shot 2020-07-29 at 3.14.48 PM.png

 

2. Choose the regulation you want to support.

  • Custom Regulation: This is the most flexible option. You can choose any consent type (opt-in, opt-out, notice only) and customize which options will be available within the options dialog.

  • GDPR: Chooses our defaults which can be changed.

  • CCPA: Chooses our defaults which can be changed.

Screen Shot 2020-07-29 at 3.14.57 PM.png

 

3. Continue making your settings selections. If you chose a specific regulation, some settings will be auto-populated for the regulation you choose.

A. Options Dialogue Access Type: This provides a mechanism for a visitor to re-open and edit their consent settings after their first interaction on your website.

B. Consent Type:

  • Don’t Require Consent: Purely notification only.
  • Prior Consent (Opt-In): Technologies (except Essentials) are blocked until consent is given.
  • Opt-Out: Technologies fired until a website visitor changes their preference.

C. Consent Display Type:

  • *No Consent Notification
  • Banner Notification
  • Barrier Notification

D. Button Functionality:

Available buttons when Prior Consent/Don’t Require Consent is selected:

  • Options Link: Opens the options dialog.
  • Decline Button: Allows a visitor to decline technologies. Suppresses banner.
  • Accept Button: Accepts technologies and allows them to fire.

Screen Shot 2020-07-29 at 3.15.07 PM.png

 

Available buttons when Opt-Out is selected:

  • Do Not Sell: Opens the options dialog.
  • I, understand: Suppresses the banner. Allows technologies to continue to fire.

Screen Shot 2020-07-29 at 3.19.18 PM.png

 

E. Consent Duration

If you chose GDPR/CCPA these will auto-populate:

  • CCPA = 12 months
  • GDPR = 13 months

F. Consent Actions (GDPR only)

  • Click Accept Button (default)
  • The remaining options (click close icon, click anywhere on page, navigate to another page, and scroll page) are considered implied consent. These actions are generally not considered compliant with the GDPR, which requires consent to be explicit.

Screen Shot 2020-07-29 at 3.19.30 PM.png

 

3. Consent Options Dialog

This section is used to configure your options dialog. The options dialog is where website visitors can access additional privacy information and granular consent options.

1. Select countries to enable and configure the options dialog for your notice template. You can select all countries at once or drill down into regions or individual countries.

Screen Shot 2020-07-29 at 3.19.37 PM.png

 

2. Continue to configure the options dialog by clicking on the tabs. Each tab can be enabled by the toggle at the top and has related configuration options.

Screen Shot 2020-07-29 at 3.19.44 PM.png

 

A. Vendor Display (Information We Collect)

The vendor display tab will show the full list of technologies used on your site. Depending on the consent granularity you choose, the visitor will be able to consent to all technologies, vendor categories, or by individual vendor.

Screen Shot 2020-07-29 at 3.19.52 PM.png

 

B. Data Access Request (DSAR)

  • If using our Privacy Request form, enter the email address where the requests will be sent. You will also be able to view these requests from within the UCP product interface. Learn more about DSARS.
  • If using your own Privacy Request form, add your link and choose how it will be displayed.

Screen Shot 2020-07-29 at 3.19.58 PM.png

 

C. Privacy Policy

Provide a link to your company’s privacy policy.

Screen Shot 2020-07-29 at 3.22.56 PM.png

 

D. AdChoices

This tool is used purely for cookie opt-outs. This does not supplement consent and should be used accordingly.

Learn more about the AdChoices program

Screen Shot 2020-07-29 at 3.23.02 PM.png

 

E. IAB (GDPR only)

This allows you to use version 1.1 of the IAB framework. Learn more about implementing IAB.

Screen Shot 2020-07-29 at 3.23.08 PM.png

 

F. Do Not Sell Request (CCPA only)

  • Privacy Request Form: If using our form, enter the email address where the requests will be sent. You will also be able to view these requests from the Access Requests tab on the main menu.
  • Use your site’s Privacy Request Page: Clicking this option lets you link from the options dialog to a form of your choice.

Screen Shot 2020-07-29 at 3.23.14 PM.png

 

G. Cookie Policy

This allows you to link to your company cookie policy. This option is useful if you have different pages for your privacy and cookie policies.

Screen Shot 2020-07-29 at 3.23.20 PM.png

 

4. Notices

This section of the setup lets you add or remove existing notices to/from the new template you are creating. (If you have never created a notice you can skip this tab and proceed to review and save.)

On this screen, you will have two columns, one for available notices and one for assigned notices. By simply clicking the Add>> link on the right you can assign notices to this template.

Screen Shot 2020-07-29 at 3.23.32 PM.png

 

5. Review

This gives you an overview of the setting of your notices, what countries they apply to, and any notices that have been added or removed. Click Finish to save your notice template.

Screen Shot 2020-07-29 at 3.23.38 PM.png

 

Once you’ve created your notice template(s), the next step is to create the individual notices for each of your sites. Settings you’ve configured within the notice template will be applied to the notice.

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Editing a Notice Template

  1. On the main menu, select Templates & Assets, then select Notice Templates
  2. Click into the notice you want to modify.
  3. Update the settings.
  4. Assign to any new notices or continue to save.
  5. Save Notice Template.

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Creating an Individual Notice

Select Manage from the main menu. To create a new notice choose New Notice. To edit an existing notice, click on the domain name.

For each individual notice, you’ll manage:

  1. Countries and Language
  2. Consent Settings
  3. Dialog Settings
  4. Disclosure
  5. Style
  6. Preview

Screen Shot 2020-07-29 at 3.32.52 PM.png

 

1. Countries and Languages

In this section, you will choose where the notice will be active and begin your configuration.

A. Domain

Add the domain or site. If you want it to apply across your site you can set this to apply to all pages of a domain. com or to all pages and subpages of domain.com, such as test.domain.com

B. Division

If you have set up divisions, they can be applied here.

C. Non-Production Notice

Notices can be designated as non-production notices. This is useful for testing your consent notices in a staging environment.

D. Translation Set

Choose your option via the dropdown.

E. Notice Templates

Choose the notice template you would like to use. Countries and settings from your template will be automatically applied to your notice.

F. Countries

  • If you have selected a template, the countries will be automatically applied. Any changes will need to be made within the notice template.
  • If you are not using a template, select the countries you want this notice to be served to.
  • When you hover over a country, you will see the option to set as default. The settings for your default country will be used if you have a visitor from a country without specified settings.

G. Translations

This is where to set up the languages you want to support. These languages are determined by browser settings. If the language isn’t supported in our tool you can choose the default language here as well.

Screen Shot 2020-07-29 at 3.33.03 PM.png

 

2. Consent Settings

This section is where you choose how consent will work. You can choose settings based on a specific regulation or create your own. If you have assigned a notice template during Step 1, the settings will be automatically selected. Any changes to the settings would need to be made within the notice template.

1. Select countries to begin configuring settings. You can configure settings for all countries at once or drill down into regions or individual countries.

Screen Shot 2020-07-29 at 3.33.10 PM.png

 

2. Choose the regulation you want to support.

  • Custom Regulation: This is the most flexible option. You can choose any consent type (opt-in, opt-out, notice only) and customize which options will be available within the options dialog.
  • GDPR: Chooses our defaults for GDPR compliance, which can then be edited.
  • CCPA: Chooses our defaults for CCPA compliance, which can then be edited.

Screen Shot 2020-07-29 at 3.33.16 PM.png

 

3. Continue making your settings selections. If you chose a specific regulation, some settings will be auto-populated.

A. Options Dialogue Access Type: This provides a mechanism for a website visitor to re-open a notice after the first interaction on your site.

B. Consent Type

  • Don’t Require Consent: Notification only, no way to capture or withdraw consent.
  • Prior Consent (Opt-In): Technologies (except Essentials) are blocked until consent is given.
  • Opt-Out: Technologies fire until a website visitor changes their preference.

C. Consent Display Type

  • *No Consent Notification
  • Banner Notification
  • Barrier Notification

D. Button Functionality

Available buttons when Prior Consent/Don’t Require Consent is selected:

  • Options Link: Opens the options dialogue.
  • Decline Button: Allows a visitor to decline technologies. Suppresses banner.
  • Accept Button: Accepts technologies and allows them to fire. Suppresses banner.

Screen Shot 2020-07-29 at 3.33.24 PM.png

 

Available buttons when Opt-Out is selected:

  • Do Not Sell: Opens the privacy options dialogue.
  • I, understand: Suppresses the banner, allows technologies to continue to fire.

Screen Shot 2020-07-29 at 3.33.29 PM.png

 

E. Consent Duration

  • Choose how long (in months) the cookie will persist and consent will be valid for.
  • If you chose GDPR/CCPA these will auto-populate:
    • CCPA = 12 months
    • GDPR = 13 months

F. Consent Actions (GDPR only)

  • Click Accept Button (on by default)
  • The remaining options (click close icon, click anywhere on page, navigate to another page, and scroll page) are considered implied consent. These actions are generally not considered compliant with GDPR, which requires consent to be explicit.

Screen Shot 2020-07-29 at 3.33.39 PM.png

 

3. Dialog Settings

This section is used to configure your options dialog. The options dialog is where site visitors can access additional privacy information and granular consent options.

1. Select countries that will have the options dialog enabled. You can select all countries at once or drill down into individual countries and regions

Screen Shot 2020-07-29 at 3.33.48 PM.png

 

2. Continue to configure the options dialog by clicking on the tabs. Each tab can be enabled by the toggle at the top and has related configuration options.

Screen Shot 2020-07-29 at 3.33.56 PM.png

 

A. Vendor Display (Information We Collect)

The vendor display provides your website visitors with the full list of technologies you use on your site.

Screen Shot 2020-07-29 at 4.24.29 PM.png

 

B. Data Access Request (DSAR)

  • Privacy Request Form: If using our Privacy Request form, enter the email address where the requests will be sent. You will also be able to view these requests from within the UCP product interface.
  • Use your site’s Privacy Request page: Selecting this option lets you link from the options dialog to the request form of your choice.

Screen Shot 2020-07-29 at 4.24.36 PM.png

 

C. Privacy Policy

Include a link to your company’s privacy policy.

Screen Shot 2020-07-29 at 4.24.43 PM.png

 

D. AdChoices

This tool is used purely for cookie opt-outs. This does not supplement consent and should be used accordingly.

Learn more about the AdChoices program.

Screen Shot 2020-07-29 at 4.24.50 PM.png

 

E. IAB (GDPR only)

This allows you to use version 1.1 of the IAB framework.

Learn more about implementing IAB.

Screen Shot 2020-07-29 at 4.25.13 PM.png

 

F. Do Not Sell Request (CCPA only)

  • Privacy Request Form: If using our form, enter the email address where the requests will be sent. You will also be able to view these requests from the Access Requests tab on the main menu.
  • Use your site’s Privacy Request Page: Clicking this option lets you link from the options dialog to a form of your choice. Privacy Request Form: If using our form, enter the email address where the requests will be sent. You will also be able to view these requests from the Access Requests tab in the main menu.

Screen Shot 2020-07-29 at 4.25.22 PM.png

 

G. Cookie Policy

This allows you to link to your company cookie policy. This option is useful if you have different pages for your privacy and cookie policies.

Screen Shot 2020-07-29 at 4.25.31 PM.png

 

4. Disclosure

In this section of setup, you manage opt-out tool and vendors. When you click from the previous step to this step, you will initiate a one-page scan off the domain being listed that populates the initial vendors on your visible notice. If you need to add vendors and mark them essential, you can do this here. You can also choose to display your first-party technologies. Lastly, you can categorize any added vendor if it doesn’t match one of the default categories from the Crownpeak Vendor Database.

Screen Shot 2020-07-29 at 4.25.40 PM.png

 

5. Style

This tab lets you choose the visual experience site visitors will see. You can choose your style and preview of different display types. You will choose which display type is used for your notice in the next step.

Screen Shot 2020-07-29 at 4.25.47 PM.png

 

6. Preview

This section is a preview of your notice by country/language. You can change the country and language of the preview on the top left.

Screen Shot 2020-07-29 at 4.26.09 PM.png

 

Editing an Individual Notice

  1. On the main menu, select Manage and then New Notice
  2. Step through each step adjusting settings
  3. Save your notice

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