Guided Onboarding Workshop: OTT & CTV Consent
Getting Started
Step-by-Step Onboarding Guide: Mobile & OTT CTV App 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 Mobile Application
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Review Scan results and categorize SDKs
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Configure Banner and Preference Templates
-
Create Geolocation rules
-
Publish an SDK
-
Conceptually know how to action consent in-app
Implementation Scope
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Implementation support for one (1) mobile application on one platform
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Up to 3 Q&A/Troubleshooting Sessions
Kick Off
|
Prerequisites |
Responsibility |
|---|---|
|
Identify project stakeholders and requirement holders |
Customer |
|
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 |
|
Organize schedule for implementation workshops |
Joint |
|
Review platform, organizational hierarchy, and user roles |
OneTrust |
|
Discuss User Provisioning flow and SSO requirements, if applicable |
Joint |
|
Summarize key next steps |
OneTrust |
|
Demonstrate how to kick off a Mobile Application scan |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and delivery checklist |
OneTrust |
|
Start scan of at least one website |
Customer |
Workshop 1: Website Scanning + Cookie Categorization
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Scan a Mobile Application |
OneTrust |
|
How to Categorize SDKs |
OneTrust |
|
How to Manually Add SDKs |
OneTrust |
|
Configuring Banner and Preference Centre Templates |
OneTrust |
|
Geolocation rules Set up |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize Categorization, Banner and Preference Center templates |
Customer |
Workshop 2: Creating Templates and Geolocation Rules
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
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 |
|
Finalize Banner and Preference Center templates |
Customer |
Workshop 3: Blocking Cookies & Script Integration
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on actioning consent with Broadcast Receivers |
OneTrust |
|
Training on actioning consent with consent strings (IAB TCF, IAB CCPA, etc. if applicable) |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize blocking method |
Customer |
|
Review and test blocking method in staging app |
Customer |
Workshop 4: Configuration Review / Q&A
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Define process for managing data subject requests |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Review Template configuration - Banner and Preference Center |
OneTrust |
|
Review Geolocation rules |
OneTrust |
|
Discuss testing strategies |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Test cookie blocking and geolocation rules, proof templates |
Customer |
Workshop 5: Best Practices & Transition to Support
|
Prerequisites |
Responsibility |
|---|---|
|
Complete all workshops |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
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 and completed delivery checklist |
OneTrust |
|
Provide OneTrust Support team information |
OneTrust |