Setting up Consent: The Complete Guide

Introduction

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

Navigate to Consent. You will be asked to fill out your Company Details. Please do so and click Save.

2

In the next step, click on the Create New link to create your privacy policy.

3

Now 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. 

4

You will be asked to choose a template. If you already have a privacy policy from before, choose the Blank Template and paste in your previous policy. Otherwise, pick the version of your choice. Currently, there are 8 pre-written, standardized, policies available for use.

Note: These are standardized templates that cover basic information about tracking, cookies, and usage of personal information. It is not specifically and automatically customized to your website or your company's processes. We strongly recommend you read it and customize it to fit your company.

5

There's also the possibility of having more than policy, in different languages. Simply press Add language in the next step.

6

Congratulations! You're only a few steps from having a privacy policy. Fill out or edit the fields in this section, then click on Save and continue when you're done. We have pre-filled all the fields, but we recommend that you read through and adjust the content to your specific company. 

  • Red square: Title. A single sentence to present what your visitors will see when they click on your notification on your website.
  • Orange square: Your summary text. Write a summary of what is included in your Privacy policy. This is illustrated in the picture in the middle.
  • Green square: Your complete Privacy Policy text. Paste your full policy here, or customize your chosen template.
  • Blue square: Choose what text you want on each button according to:
7

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. Select a layout, and move click on "Next".

Note: Accepting the use of cookies does NOT count as consent for communication.

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.

8

In this step you can edit the appearance of your policy notice. To edit something, click on the desired section you'd like to edit and customize the colors. These are the sections that are editable:

  • The icon 
  • The text color
  • The background color
  • Button text color
  • Button background color

9

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
10
Congratulations! You are done with your Privacy policy and cookie widget, and it will be published on your website to start collecting acceptance and consent.


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