How To Use Termly's Consent Manager
Consent management is a critical piece of the compliance process. It is a legal requirement for many businesses and one of the most vital steps to protect your customers’ or website visitors’ privacy.
Step 1: Accessing Termly
Whether you're a new user looking to install Termly or a returning user, you may access the Termly dashboard via the app store side bar by searching for Termly.
Step 2: Review Your Cookie Report
Your cookie scan should already be complete. The scanner automatically finds and categorizes cookies for you.
Click "View Report" in the Scan Report module on your Dashboard. Or, in the sidebar navigation on the left side, click "Scan Report" under "Consent Management."
*If your scan failed, please ensure your site is published and scan again
You will need to review and categorize any cookies listed under the "Unclassified" tab in your scan report and ensure all other cookies are correctly categorized.
Here's our video showing you how to do that:
You must make this policy easily accessible by embedding it on your site using HTML, a code snippet, or a URL. Most companies choose to put this link in their site footer.
To embed via HTML, first drag in the HTML widget then copy and paste code from above. For more detail on how this widget works, you can refer to Duda's documentation here
Step 4: Customize Your Consent Banner
Use one of our built-in consent banner themes or customize your banner colors, display style, fonts, and more.
Here's our video showing you how:
Step 5: Review Your Consent Banner Settings
Step 6: Enable Your Consent Banner
We generate and insert the consent banner code snippet for you. All you need to do is enable the banner via the Consent Banner page and clicking the toggle found in the top right of the page. This will inject the banner into the <head> section of your website.
*If you are injecting custom code on the page, please ensure that scripts are added to the body-end section and not the head section so it does not conflict with the banner. See instructions here
Step 7: Choose a Cookie Blocking Method
Some individuals and businesses place their cookie consent banner on their website and stop there. However, if you stop there, you are NOT compliant with the GDPR and other laws.
As part of proper compliance, you must implement a solution to block cookies so they are not served before a visitor clicks “Accept” on your banner.
We offer several ways to block cookies:
Review our troubleshooting steps if you encounter issues after installing your consent banner.
Step 8: Embed a Data Subject Access Request (DSAR) Form
If you don’t already have one, you need to provide a way for your users to submit requests to access, edit, transfer, or delete their personal data. Termly offers a DSAR form that you can embed using a URL or HTML. We also provide information on how to respond to a request.
Step 9: Embed a Cookie Preference Center
Your visitors need to be able to change their cookie preferences at any time. Therefore, we offer a preferences button that you can copy and paste anywhere onto your website.
Congrats! You have now set up your site with a consent management solution that is compliant in accordance with international regulations.
How To Generate Legal Policies Using Termly
Your Termly subscription offers several policy generators to help you create customized, compliant legal agreements:
You can create any of the above policies directly from your Termly dashboard:
Creating a policy using our generators is as simple as answering a few questions about your business and then embedding the policy onto your website using one of the methods discussed in the link below.
Steps To Take Outside of the Termly App
Installing Termly’s consent manager and creating the necessary legal policies is one of the most significant steps to ensure privacy compliance.
However, if you would like to increase the data protection efforts of your business, we suggest you review these additional steps:
Audit your data collection and storage: What data are you collecting from customers? Where is it stored? Data breaches or leaks are not just reputationally devastating. They can also be considered a violation of data privacy laws if you do not report them correctly. Understanding where personal data is stored can also help when it comes time to respond to DSARs.
Review your third-party services: Do you send any customer data to third parties? What are their policies for storing customer data? You may be held partially responsible if you send customer data to a third party and they have a privacy violation or data breach. Prevent this by carefully selecting your third-party services, reviewing their privacy policies and data processes, and limiting the amount and type of personal data you send.
Document data-related processes: You may consider how you process and handle data, how you will protect sensitive data, what you will do in the case of a data breach, and how you will respond to DSARs.
Video Guide Library
You can find all our video guides, walkthroughs, and more on our YouTube channel.
Installation Guides and FAQ Library
Get answers to questions about customizing your consent banner, how the cookie scanner works, accessing user consent logs, DSAR, and more:
Learn more about Auto Blocker, Termly’s feature that simplifies the cookie blocking process:
Policy Generators Support
Get answers to questions on how to edit or update your policies after they are published and other common questions:
General Data Privacy Support
Answers to common questions about the GDPR and other data privacy laws: