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.
- Login
- Select the Universal Consent and Preference Management component.
- Create a Topic.
- Create a Purpose.
- Create a Collection Point.
- Create a Preference Center.s
- Create a Web Form
Login
-
Connect to https://trail.onetrust.com
-
Enter your
Email
and click theContinue
button. -
Enter your
Password
and click theLogin
button. -
Your should get your OneTrust Portal Page.
Consent and Preference Management Tab
-
From the Portal Page click the
Consent
Tab. -
You will be presented with your
Consent Dashboard
Note: Mine already has some details collected, yours will be blank.
Create a Topic
-
Under
Setup
clickTopics
-
Click the
Add New
button. -
Enter the following
| Topic Name | Default Language | | ———- | —————- | | Test Topic | English (U.S.) | and click the
Add
button. -
Your Topic has been added
Create a Purpose.
-
Click the
Purposes
tab. -
Click the
Add New
button. -
Enter the following | Purpose Name | Description | Default Language | | ———— | ———– || | Test Purpose | Test Purpose Description | English (U.S.) | and click the
Create Purpose
button. -
Purpose has been created but it is in the
Draft
State. -
Click on
Test Purpose
-
Click on
Publish
and in the pop-ip clickPublish
-
The purpose has now been published and is
Active
Create a Collection Point
-
Click on the
Collections Points
Tab -
Click on the
Add New
Button -
Click on the
Select
button within theWeb Form
panel -
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. -
The
Test Collection Point
has been created in aDraft
state. - Click on the
Test Collection Point
link,- select the
Settings
Tab - Select
Use Hosted SDK Settings
and click the
Publish
button. - select the
-
Click the
Publish
button in the pop-up -
The
Test Collection Point
has been published.
Create a Preference Centers
-
Select
Preference Centers
under theSetup
tab -
Click the
Add New
button. -
Enter the following details
Name Description Test Preference Center Test Preference Center Description and press the
Create
button. -
Click on
Test Preference Center
-
It is currently unpublished, but before we can publish we need to add the
Test Purpose
to it -
Drag
Test Purpose
toAdd Section or Purpose
-
It will know how the
Test Purpose
underWelcome Message
Click the
Publish
button. -
In the pop-up click the
Publish
button
Create a Web Form
- First we need to collect some details
Test Topic
IdentifierTest Purpose
IdentifierTest Collection Point
Settings URLTest Preference Center
URL
Test Topic Identifier
- Select
Topics
Tab and thenTest Topic
- The URL in the browser will be similair to
https://trial.onetrust.com/app/#/pia/consentreceipt/topics/291a2197-e38e-4849-8432-b94cd4f1dc49
- The Identifier is the value after
topics
and it is291a2197-e38e-4849-8432-b94cd4f1dc49
Test Purpose Identifier
- Select
Purposes
Tab and thenTest Purpose
- 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
- The Identifier is the value after
purposes
anddetails
and it isda9f94d5-827d-4ae0-a794-ed4f5593326a
Test Collection Point Settings URL
- Select
Collection Points
Tab, thenTest Collection Point
and click theSDK
tab. - The value needed is in the
settingsURL
javascript and it ishttps://privacyportaltrial-cdn.onetrust.com/consentmanager-settings/b4050acc-4842-4bd6-80e5-109de90f8150/5198933f-b5d9-430f-9e30-6b8e87bee651-active.json
Test Preference Center URL
- Select
Preference Centers
tab and thenTest Preference Center
- Click the
Integrations
Tab and the URL is presented - 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
|
-
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
- Open your URL https://onetrustdemo.darkedges.com/test.html
- 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. - 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. - Once done, it will tell you to check your email.
- Once received click the
Login
button - You will now be presented with your consent information
View Report in Portal
- In the Portal click
Data Subjects
in theReporting
Tab. - You will see your email address, so click the link
- You will be presented with details about the
Data Subject
- 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