Best Practices for Working with Consent Manager

Thanks to Consent Manager you can easily collect visitor consents to respect user privacy and efficiently manage all data subject requests from one place.

Going through Consent Manager setup step-by-step will help you stay GDPR-compliant and make the most out of your Piwik PRO Consent Manager module. That’s why we prepared these best practices for working with Consent Manager:

1. Enrich/create your privacy policy page

On your privacy policy page, according to GDPR, your visitors should be able to review and adjust their consent status and exercise data subject rights such as Data erasure, Data rectification, and Data access and portability. Piwik PRO helps you easily enable the widgets on your privacy policy page. It’s just enough that you change the particular widgets of this section and then copy a snippet and embed it to your privacy policy page. Consent Form Link lets your visitors view and manage privacy settings (their own consents). Data Subject Request lets your visitors send 3 types of requests, which are required by GDPR (Data erasure, Data rectification, and Data access and portability).

2. Assign the correct tag types to your tags, content or pop-ups

Each tag, content, and pop-up served by Tag Manager or Personalization needs to be labeled with the proper type. In tag/content/pop-up edit form user can choose its type. All tag templates have default types values but they can be changed manually if it’s needed. To find out how to do it step-by-step, take a look at this article that will take you through the whole process.

There are two main consent templates: a modal and bottom bar. A modal shows up as a large pop-up in the middle of the page. A bottom bar is a small bar at the bottom of the page. Fine tune the template to your website and monitor how successful you are in collecting consents.

Consent Manager allows you to add and manage multiple languages to your consent form and widgets. Once you have added new languages to your list, you can translate your consent form and widgets into the languages you added. Please note that the languages are not live yet. Please translate the copy first and then activate (make live) the language to make it available for your visitors.

You can import consents setup from another website. Thanks that you won’t need to set the same options again for every website one by one. All the texts and styles and setup from consents forms, top bar and widgets will be imported. Please note that two options won’t be imported: custom cookie domains and GDPR compliance feature turned on or off. Please take a look here to find out how to do it step-by-step.

You can activate this option if you want to serve consents pop-up again after 6 months since last consents form view. Thanks that all the consents which a visitor refused or didn’t give consent to will be displayed again. To find out how to do it step-by-step, take a look at this article.

7. Learn how to change the status of your data subject requests

Each data subject request (data erasure, data rectification, and data access and portability) is recorded and can be reviewed by the admin in Consent Manager > Data subject requests. You should process data subject requests outside of Piwik PRO as it may involve: additional data subject identification, validating that the request is reasonable, fetching data from other sources, etc. The primary goal of the data subject requests section is to gather the time and date of any request submission. It also allows for tracking of the progress and status of data subject requests to make sure all are processed in a timely manner. To find out more about it, you should visit this article.

8. Turn on the GDPR compliance feature

Turning the GDPR compliance on/off has a great impact on firing tags mechanism. These features change how tags are triggered and how data is collected. To find out how to do it step-by-step, take a look at this article that will take you through the whole process.

9. Check the insights of your consents regularly and draw conclusions

In Consent Manager, we do collect anonymous data about each visitor’s consent decision. They are based on the Consent Manager generated reports (charts). To find out more about how to get to the Insights section and what actually do specific metrics mean, take a look here.

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