Setting up Consent: The Complete Guide
Triggerbee Consent is a GDPR tool that makes it easy for you to capture consent from your subscribers. Consent also stores all contacts that has given consent under People, so that you can easily find or export a detailed list of contacts that have accepted to receive digital communication.
Consent is an addon to Triggerbee, and this guide will show you how to set it up step-by-step:
1. Enter your company's contact details.
In the first field, enter your full company name.
In the second field, enter your contact details including full address, phone, and email.
3. Customize the information
When you've clicked on "Create New", you'll go through 5 steps that will help you set up your policy. The first step is to adjust the data retention information in your policy.
Date field: The date which your policy was written.
If you already have a policy written by your own lawyers, select the date it was published on your website.
Pink slider: Slide to adjust how long your company saves and uses personal information after the date of collection.
This information lets your contacts or subscribers know how long they can expect to be stored in your system if they don't Opt-out from any communication.
Currently, there are 8 pre-written, standardized, policies available for use.
Find the language you want to use, and click on "Use this" to insert the policy into the editor.
Note: You can select multiple languages by clicking on the "Add Language +"-tab next to the language you selected.
Editing the information in your policy
Here's an explanation of what the information in each section is used for:
1. Policy language selection
3. A short summary text in your website policy notice.
5. The button text for "Read more" in your website policy notice.
6. The button text for the close button in your website policy notice.
7. The text for the close button in your full policy.
Numbers 2, 3, 5, and 6 are NOT related to your full policy. These appear in your website policy notice as a popup in the bottom of the screen.
Numbers 1, 4, and 7 are fields that control the text and buttons in your full policy.
5. Your policy notice
In the next step, you can choose the template of your policy notice. This notice will appear on the website to first-time visitors and its purpose is to inform the visitor that you are tracking their behavior on your website.
Callout: Appears in one of the corners of the screen.
Panel: Appears as a full-width banner in the top or bottom of the screen.
Select a layout, and move click on "Next".
6. Editing the appearance of your policy notice
In this step you can edit the appearance of your policy notice.
To edit something, move your cursor over the section you'd like to edit and customize the colors.
Which sections can I edit?
- The icon
- The text color
- The background color
- Button text color
- Button background color
7. Publishing your widget
The last step is to publish your widget.
You currently have 3 options available:
|Publish options||Website policy notice||In Widgets|
|1. Show to all website visitors and linked from my widget forms||Yes||Yes|
|2. Only linked from my widget forms||No||Yes|
|3. Do not show automatically||No||No|