Guided Onboarding Workshop: Cookie Consent
Getting Started
Step-by-Step Onboarding Guide: Cookie Consent
The below workshop outlines are for our Guided Onboarding services. If you have purchased Self-Service Onboarding, the order of configuration is still applicable. However, it will be self-service and we encourage you to utilize the above step-by-step guide to help with your own implementation. If you have purchased a Custom Program, the order of configuration depends on your agreed scope.
Click here to see the current list of available guided onboarding documents and step-by-step guides for self-service!
Workshop Outline
Implementation Outcome Summary
At the end of the set of workshops, Customer should be able to:
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Scan a Website
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Review Scan results and categorize cookies
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Configure Banner and Preference Template
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Create Geolocation rules
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Publish a Script
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Conceptually know how to block cookies via javascript rewrite or with the integration of a tag manager
Implementation Scope
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A set of two (2) structured workshops led by a consultant to guide Customer through the steps required to get setup with the fundamentals of the OneTrust Cookie Consent module.
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Up to five (5) Q&A sessions between Customer and a member of the OneTrust Customer Experiences team to answer Customer questions
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Train-the-trainer support for
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Deployment of an out of the box cookie banner and/or preference center on a single domain
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An out of the box cookie banner and/or preference center does not include support for custom CSS or JavaScript.
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One optional A/B testing training.
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Kick Off
|
Prerequisites |
Responsibility |
|---|---|
|
Identify project stakeholders and requirement holders |
Customer |
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Provide access to myOneTrust and "Getting Started" materials |
OneTrust |
|
Issue meeting invites |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Present kick-off deck - validate scope and set expectations for delivery timeline |
OneTrust |
|
Review key success criteria for implementation |
Joint |
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Organize schedule for implementation workshops |
Joint |
|
Review platform, organizational hierarchy, and user roles |
OneTrust |
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Discuss User Provisioning flow and SSO requirements, if applicable |
Joint |
|
Summarize key next steps |
OneTrust |
|
Demonstrate how to kick off a cookie scan |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and delivery checklist |
OneTrust |
|
Start scan of at least one website |
Customer |
Functional Workshop: Website Scanning, Cookie Categorization, Template & Geolocation Rule Group Design
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Scan a Website |
OneTrust |
|
Evaluating Scan Results |
OneTrust |
|
How to Categorize Cookies |
OneTrust |
|
How to Manually Add Cookies |
OneTrust |
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How to configure Banner and Preference Center Templates |
OneTrust |
|
How to set up Geolocation Rules |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Perform Scanning, Categorization, Banner and Preference Centre templates |
Customer |
Technical Workshop: Blocking Cookies & Script Integration
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
How to integrate the OneTrust script |
OneTrust |
|
Training on blocking cookies with a Tag Manager |
OneTrust |
|
Training on blocking cookies with JavaScript rewrite method |
OneTrust |
|
Training provided on blocking cookies with AutoBlock |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Integrate OneTrust script on staging site |
OneTrust |
|
Finalize blocking method |
Customer |
|
Review and test blocking method in staging site, consultant to provide feedback |
Customer |
A/B Testing Overview (Optional-if of interest)
|
Prerequisites |
Responsibility |
|---|---|
|
Publish production scripts |
Customer |
|
Create an alternate template for the B group of the test |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
A/B Testing Page |
OneTrust |
|
Configuring a test |
OneTrust |
|
Concluding a test and viewing results |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize, review and test A/B testing and associated settings |
Customer |
Q&A Sessions (Up to five (5))
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Configure Functional & Technical Implementation steps |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Review Implementation Steps carried out |
Joint |
|
Answer outstanding implementation related questions |
OneTrust |
|
Discuss testing strategies |
Joint |
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Review A/B Testing set-up (Optional) |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalise configuration and perform relevant tests |
Customer |
Best Practices & Implementation Closure
|
Prerequisites |
Responsibility |
|---|---|
|
Complete all workshops |
Customer |
|
Workshop |
Responsibility |
|---|---|
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Final walkthrough of product end to end |
OneTrust |
|
Discuss best practices for use and maintenance of platform |
OneTrust |
|
Close out final questions and open items |
Joint |
|
Disable any OneTrust user accounts tied to this specific module implementation project immediately (includes prod and non-prod environments) |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Provide OneTrust Support team information |
OneTrust |