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Adding, Editing, and Managing Cookie Consent Templates

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Adding, Editing, and Managing Cookie Consent Templates
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You can create templates of banner, preference center, and cookie list settings to easily implement cookie consent and preference selection on your sites.

When a script is published, the template and geolocation rule will change to "Active". If any changes are made to the geolocation or template, they will revert to "Draft". Scripts will either be "Draft" if unpublished or "Published" after publishing.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.

To add a template

  1. On the Cookie Consent menu, select Templates. The Templates list screen appears.

  2. Click the Add New button. The Template modal appears.

  3. Select the type of base template you want to use.

    • Generic Cookie Banner creates a template that is not specific to a framework. It is meant to be used to create a global template.

    • GDPR (General Data Protection Regulation) Template creates a template with only cookie categories. You may enable IAB at any time. This template is GDPR compliant.

    • 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

    • CCPA Template (California) is a template with verbiage, category groupings, and settings that match more closely with the California Consumer Privacy Act.

    • 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.

    • California Privacy Rights Act (CPRA) is a web form with settings relevant to Data Subject Rights under the California Privacy Rights Act (CPRA).

    • US National creates a template with verbiage, category groupings, and settings that could be used across multiple US privacy regulations.

      Note

      This framework is currently under preview. To enable this functionality, contact OneTrust Support or your account representative.

  4. Click the Next button.

  5. Complete the fields to add details about your template. For more information, see Create New Template Screen Reference.

  6. Click the Create button. The Template Details screen appears.

    Note

    For more information about how to configure the template, see Customizing the Banner Template.

Create New Template Screen Reference

create_new_template.png

Field

Description

Template

Enter the name of the template.

Organization

Select the organization that is responsible for the template.

Default Language

Select the language that will serve as the default for the template.

Note

The default language is the primary language for the template. You can configure additional languages and language options later in the template configuration process.

To copy a template

  1. On the Cookie Consent menu, select Templates. The Templates screen appears.

  2. Hover over the row for the template you want to edit until the Context Menu icon context_menu_icon_v2.png appears.

  3. Click the Context Menu icon The Context menu appears.

  4. On the Context menu, select Copy Template. The Copy Template modal appears.

    Note

    You can also copy templates by selecting the template and using the Context menu on the Template Details page.

    copy_template.png
  5. Edit the name of the template and assign it to an organization.

  6. Click the Copy Template button.

To edit template details

  1. On the Cookie Consent menu, select Templates. The Templates screen appears.

  2. Hover over the row for the template you want to edit until the Context Menu icon button appears.

  3. On the Context menu, select Edit Template. The Edit Template modal appears.

  4. Update the Template Name and Organization as needed.

  5. Click the Save button.

To delete a template

  1. On the Cookie Consent menu, select Templates. The Templates screen appears.

  2. Hover over the row for the template you want to delete until the Context Menu icon button appears.

  3. On the Context menu, select Delete Template. A confirmation dialog appears.

  4. Click the Delete button.

To view previous template versions and history

  1. On the Cookie Consent menu, select Templates. The Templates screen appears.

  2. Select the template you would like to view. The Template Details screen appears.

  3. Click the Context Menu icon in the header. The Context menu appears.

  4. Select View Version History. The Version History pane appears.

  5. Click the Expand icon Expand_Section.png to view details for each version.

  6. Click the version number to preview the archived template version.

template_version_history.png
 

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