You can create templates of banner, preference center, and cookie list settings to easily implement tracking technology consent and preference selection on your sites.
When a production script is published, the template and geolocation rule will change to Active. If any changes are made to the template or geolocation rule, they will revert to Draft. Scripts will display as Draft if unpublished and Published after publishing.
Tip
If you have configured your Company Profile in Athena, the templates will be populated with recommended settings. For more information, see Athena Company Profile.
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On the menu, select . The Templates list screen appears.
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Click the Add New button. The Template modal appears.
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Select either OneTrust Recommended or Custom Frameworks in the Filter By field.
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Select the type of framework you want to use. If leveraging a OneTrust Recommended framework, you can select from the list below.
For more information on creating custom frameworks, see Creating Custom Frameworks for Templates.
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California Consumer Privacy Act (as amended by CPRA) creates a template with verbiage, category groupings, and settings that match more closely with the California Privacy Rights Act.
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Colorado Privacy Act (CPA) creates a template with settings relevant to Data Subject Rights under the Colorado Privacy Act (CPA).
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Connecticut Privacy Act (CTDPA) creates a template with settings relevant to Connecticut Act Concerning Personal Data Privacy and Online Monitoring (CTDPA).
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GDPR (General Data Protection Regulation) Template creates a template with verbiage, category groupings, and settings that can be used in conjunction with the General Data Protection Regulation (GDPR) across Europe.
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Generic Cookie Banner creates a template that is not specific to a framework. It is meant to be used to create a global template.
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IAB Transparency and Consent Framework 2.0 creates a template for IAB Transparency and Consent Framework 2.0 based on recommended settings from the policy's user interface guidelines
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IAB Transparency and Consent Framework EU 2.2 creates a template for IAB Transparency and Consent Framework (EU) 2.2 based on recommended settings from the policy's user interface guidelines.
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LGPD Template (Brazil) is a template with settings and content to meet Brazil’s LGPD regulation. The default language will be automatically set to Portuguese, but this setting can be changed if needed.
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US Multi-State Template creates a template with verbiage, category groupings, and settings that could be relevant to Virginia’s Consumer Data Protection Act (CDPA) and can be modified for Texas Data Privacy and Security Act (DPSA), the Florida Digital Bill of Rights (FDBR), the Oregon Consumer Privacy Act (CPA), and the Montana Consumer Data Privacy Act (CDPA).
For more information, see CMP Recommendations: US Multi-State.
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US National creates a template with verbiage, category groupings, and settings that could be used across multiple US privacy regulations.
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Utah Consumer Privacy Act (UCPA) creates a template with settings relevant to Utah Consumer Privacy Act (UCPA).
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Click the Next button.
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Complete the fields to add details about your template. For more information, see Create New Template Screen Reference.
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Click the Create button. The Template Details screen appears.
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Configure the template. For more information, see see Customizing the Banner Template, Customizing the Preference Center Template, and Customizing the Cookie List Template.
Create New Template Screen Reference
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On the menu, select . The Templates screen appears.
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Click the name of the template for which you want to view details. The Template Details screen appears.
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Select the Details tab. The template details display.
You can click any field to directly edit the details from this screen. You can also covert the template from web to mobile app or CTV app format. For more information, see Customizing Mobile App Consent Banner Template and Customizing the CTV Banner Template.
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On the menu, select . The Templates screen appears.
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Click the Context Menu icon 
for the template you want to edit. The menu appears.
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On the menu, select . The Edit Template modal appears.
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Update the Template Name and Organization as needed.
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Click the Save button.
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On the menu, select . The Templates screen appears.
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Click the Context Menu icon 
for the template you want to copy. The menu appears.
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On the menu, select . The Copy Template modal appears.
Note
You can also copy templates by selecting the template and using the menu on the Template Details page.
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Edit the name of the template and assign it to an organization.
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Click the Copy Template button.
To configure a template as Universal Default
If you have multiple child organizations in your organization hierarchy, you can set a template as Universal Default. The Universal Default template will be selected by default any time a new geolocation rule is created if no organization default template exists for the user’s organization.
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On the menu, select . The Templates screen appears.
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Click the Context Menu icon 
for the template you want to set as Universal Default. The menu appears.
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On the menu, select . A confirmation modal appears.
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Click the Save button.
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On the menu, select . The Templates screen appears.
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Click the Context Menu icon 
for the template you want to delete. The menu appears.
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On the menu, select . A confirmation modal appears.
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Click the Delete button.
To view previous template versions and history
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On the menu, select . The Templates screen appears.
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Select the template you would like to view. The Template Details screen appears.
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Click the Context Menu icon 
in the header. The menu appears.
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Select . The Version History pane appears.
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Click the Expand icon 
to view details for each version.
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Click the version number to preview the archived template version.
