Collecting Consent with OneTrust

Collecting Consent with OneTrust is easy with the OneTrust Universal Consent and Preference Management component. There are 4 main steps to doing this.

  1. Login
  2. Select the Universal Consent and Preference Management component.
  3. Create a Topic.
  4. Create a Purpose.
  5. Create a Collection Point.
  6. Create a Preference Center.s
  7. Create a Web Form

Login

  1. Connect to https://trail.onetrust.com

    1

  2. Enter your Email and click the Continue button.

    1

  3. Enter your Password and click the Login button.

    1

  4. Your should get your OneTrust Portal Page.

    1

  1. From the Portal Page click the Consent Tab.

    Consent Tab

  2. You will be presented with your Consent Dashboard Note: Mine already has some details collected, yours will be blank.

    1

Create a Topic

  1. Under Setup click Topics

    Select Topics

  2. Click the Add New button.

    Add New Topic

  3. Enter the following

    | Topic Name | Default Language | | ———- | —————- | | Test Topic | English (U.S.) | and click the Add button.

    Add Purpose

  4. Your Topic has been added

    Tooic has been added

Create a Purpose.

  1. Click the Purposes tab.

    Click Purposes Tab

  2. Click the Add New button.

    Add New Purpose

  3. Enter the following | Purpose Name | Description | Default Language | | ———— | ———– || | Test Purpose | Test Purpose Description | English (U.S.) | and click the Create Purpose button.

    Create Purpose

  4. Purpose has been created but it is in the Draft State.

    Purpose in Draft

  5. Click on Test Purpose

    Click on Test Purpose

  6. Click on Publish and in the pop-ip click Publish

    Publish Purpose

  7. The purpose has now been published and is Active

    Purpose is Active

Create a Collection Point

  1. Click on the Collections Points Tab

    Collection Point

  2. Click on the Add New Button

    Add New Button

  3. Click on the Select button within the Web Form panel

    Select Web Form

  4. Enter the following details Overview | Name | Description | Processing Purpose | Responsible User | | ——————— | ——————————— | —————— | —————– | | Test Collection Point | Test Collection Point Description | Test Purpose | <Your name> | Configuration | Form URL | Privacy Policy URL | Data Subject Identifier | Consent Interaction Type | Data Elements | | ——————————– | ————————————- | ———————– | ———————— | ————— | | https://www.example.com/testFrom | https://www.example.com/privacyPolicy | Email | Form Submission Only | Firstname Email |

    and click the Create Collection Point button.

    Create Collection Poin

  5. The Test Collection Point has been created in a Draft state.

    Test Collection Point is in Draft state

  6. Click on the Test Collection Point link,
    1. select the Settings Tab
    2. Select Use Hosted SDK Settings

    Update Settings and Publish and click the Publish button.

  7. Click the Publish button in the pop-up

    Publish Test Collection Point

  8. The Test Collection Point has been published.

    Test Collection Point published

Create a Preference Centers

  1. Select Preference Centers under the Setup tab

    Select Preference Centers

  2. Click the Add New button.

    Click Add New Button

  3. Enter the following details

    Name Description
    Test Preference Center Test Preference Center Description

    and press the Create button.

    Click the create button

  4. Click on Test Preference Center

    Test Prefernce Center

  5. It is currently unpublished, but before we can publish we need to add the Test Purpose to it

    1

  6. Drag Test Purpose to Add Section or Purpose

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  7. It will know how the Test Purpose under Welcome Message

    1 Click the Publish button.

  8. In the pop-up click the Publish button

    1

Create a Web Form

  1. First we need to collect some details
    1. Test Topic Identifier
    2. Test Purpose Identifier
    3. Test Collection Point Settings URL
    4. Test Preference Center URL

Test Topic Identifier

  1. Select Topics Tab and then Test Topic
  2. The URL in the browser will be similair to https://trial.onetrust.com/app/#/pia/consentreceipt/topics/291a2197-e38e-4849-8432-b94cd4f1dc49
  3. The Identifier is the value after topics and it is 291a2197-e38e-4849-8432-b94cd4f1dc49

Test Purpose Identifier

  1. Select Purposes Tab and then Test Purpose
  2. The URL in the browser will be similair to https://trial.onetrust.com/app/#/pia/consentreceipt/purposes/da9f94d5-827d-4ae0-a794-ed4f5593326a/details?version=1
  3. The Identifier is the value after purposes and details and it is da9f94d5-827d-4ae0-a794-ed4f5593326a

Test Collection Point Settings URL

  1. Select Collection Points Tab, then Test Collection Point and click the SDK tab. Collection Points
  2. The value needed is in the settingsURL javascript and it is https://privacyportaltrial-cdn.onetrust.com/consentmanager-settings/b4050acc-4842-4bd6-80e5-109de90f8150/5198933f-b5d9-430f-9e30-6b8e87bee651-active.json

Test Preference Center URL

  1. Select Preference Centers tab and then Test Preference Center
  2. Click the Integrations Tab and the URL is presented Integrations
  3. The URL is https://privacyportaltrial.onetrust.com/ui/#/preferences/login/a6ebdc09-48c6-41b8-9f9c-2d69b6a014eb

The details we need are | Key | Value | | ———————————— | ———————————————————————————————————————————————————– | | Test Topic Identifier | 291a2197-e38e-4849-8432-b94cd4f1dc49 | | Test Purpose Identifier | da9f94d5-827d-4ae0-a794-ed4f5593326a | | Test Collection Point Settings URL | https://privacyportaltrial-cdn.onetrust.com/consentmanager-settings/b4050acc-4842-4bd6-80e5-109de90f8150/5198933f-b5d9-430f-9e30-6b8e87bee651-active.json | | Test Preference Center URL | https://privacyportaltrial.onetrust.com/ui/#/preferences/login/a6ebdc09-48c6-41b8-9f9c-2d69b6a014eb |

  1. Create a HTML file with the following contents on a Web Server protected via SSL.

     <!DOCTYPE html>
     <html lang="en">
    
     <head>
         <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/4.0.0-alpha.6/css/bootstrap.min.css"
             integrity="sha384-rwoIResjU2yc3z8GV/NPeZWAv56rSmLldC3R/AZzGRnGxQQKnKkoFVhFQhNUwEyJ" crossorigin="anonymous">
         <title>Test Consent</title>
         <meta charset="utf-8"/>
     </head>
    
     <body>
         <div class="container">
             <div style="text-align:center;">
                 <div id="menu"></div>
                 <h2 class="form-signin-heading">Test Consent</h2>
             </div>
             <form class="form-signin" action="#" method="post">
                 <label for="FirstName" class="sr-only">First Name</label>
                 <input type="text" id="FirstName" class="form-control" placeholder="Your First Name">
                 <br />
                 <label for="inputEmail" class="sr-only">Email address</label>
                 <input type="email" id="inputEmail" class="form-control" placeholder="Email Address" required>
                 <br />
    
                 <div style="margin-left: 20px;">
                     <div class="checkbox">
                         <label><input id="p2Checkbox" type="checkbox" value="TestTopic"> <!--  -->
                             Test Topic
                         </label>
                     </div>
                 </div>
    
                 <button id="trigger" class="btn btn-lg btn-primary btn-block" type="submit">Submit form</button>
             </form>
    
    
             <br />
             <b>
                 Preference Center link:
                 <a href="https://privacyportaltrial.onetrust.com/ui/#/preferences/login/a6ebdc09-48c6-41b8-9f9c-2d69b6a014eb">Update
                     your preferences or unsubscribe</a>
             </b>
         </div>
    
    
    
         <!-- OneTrust Consent Receipt Start -->
         <script src="https://privacyportaltrial-cdn.onetrust.com/consent-receipt-scripts/scripts/otconsent-1.0.min.js"
         id="consent-receipt-script">
                 triggerId = "trigger";
                 identifierId = "inputEmail";
                 confirmationId = "confirmation";
                 settingsUrl = "https://privacyportaltrial-cdn.onetrust.com/consentmanager-settings/b4050acc-4842-4bd6-80e5-109de90f8150/5198933f-b5d9-430f-9e30-6b8e87bee651-active.json";
         </script>
         <!-- OneTrust Consent Receipt End -->
         <script>
             OneTrust.ScriptTag.Preferences = [
                 {
                     "purpose": "purposes/da9f94d5-827d-4ae0-a794-ed4f5593326a",
                     "identifierAttributes": "value",
                     "identifierValues": "Test Purpose",
                     "topics": [
                         {
                             "topic": "291a2197-e38e-4849-8432-b94cd4f1dc49",
                             "identifierAttributes": "value",
                             "identifierValues": "Test Topic"
                         }
                     ]
                 }
             ];
         </script>
         <script>
             OneTrust.ScriptTag.DataElements = [
                 {
                     "identifierAttributes": "id",
                     "identifierValues": "FirstName",
                     "dataElementName": "FirstName"
                 },
                 {
                     "identifierAttributes": "id",
                     "identifierValues": "inputEmail",
                     "dataElementName": "Email"
                 }
             ]
         </script>
     </body>
     </html>
    

The important sections are

<label><input id="p2Checkbox" type="checkbox" value="Test Topic"> <!--  -->
    Test Topic
</label>

Here in value is the name of the Topic you are collecting consent for

<a href="https://privacyportaltrial.onetrust.com/ui/#/preferences/login/a6ebdc09-48c6-41b8-9f9c-2d69b6a014eb">Update
    your preferences or unsubscribe</a>

Here is the URL for the Test Preference Center

<script src="https://privacyportaltrial-cdn.onetrust.com/consent-receipt-scripts/scripts/otconsent-1.0.min.js" id="consent-receipt-script">
        triggerId = "trigger";
        identifierId = "inputEmail";
        confirmationId = "confirmation";
        settingsUrl = "https://privacyportaltrial-cdn.onetrust.com/consentmanager-settings/b4050acc-4842-4bd6-80e5-109de90f8150/5198933f-b5d9-430f-9e30-6b8e87bee651-active.json";
</script>

Here is the settingsUrl for the Test Collection Point

<script>
    OneTrust.ScriptTag.Preferences = [
        {
            "purpose": "purposes/da9f94d5-827d-4ae0-a794-ed4f5593326a",
            "identifierAttributes": "value",
            "identifierValues": "Test Purpose",
            "topics": [
                {
                    "topic": "291a2197-e38e-4849-8432-b94cd4f1dc49",
                    "identifierAttributes": "value",
                    "identifierValues": "Test Topic"
                }
            ]
        }
    ];
</script>

Here is the dettails for the Test Purpose and Test Topic we are collecting consent for.

Note If you have multiple topics then you need to have mulitple checkboxs defined as well muliple entries in the topics array.

Testing

  1. Open your URL https://onetrustdemo.darkedges.com/test.html
  2. Fill out the details, remembering to use an active email address as you will need this to view your consent later and click the Submit Form button.
  3. Go to your Preference center https://privacyportaltrial.onetrust.com/ui/#/preferences/login/a6ebdc09-48c6-41b8-9f9c-2d69b6a014eb and enter in your email address and click the Send button.
  4. Once done, it will tell you to check your email.
  5. Once received click the Login button
  6. You will now be presented with your consent information

View Report in Portal

  1. In the Portal click Data Subjects in the Reporting Tab.
  2. You will see your email address, so click the link
  3. You will be presented with details about the Data Subject
  4. Click the Details Button to view more details about the transaction

Final

Setting up Consent Management with [OneTrust]](https://www.onetrust.com/) is simple, quick and intuitive, as it allows you to manage your Consent Management Lifecycle in one place. I hope this tutorial shows you some of the steps necessary to do this and I have just shown the tip of the iceberg, as there is so much more that can be done with this product. Hopefully I can get it to bend to what I want it to do, as there is a great Support team available who answer your questions quickly and with detail.

Collecting via Web Forms is just one of the ways in which information can be captured, others include

  • Dedicated API
  • Bulk Import
  • Mobile Application
  • Consent Cookie
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