CookieYes Setup Guide

Getting Started

CookieYes is a simple solution to deploy a fully customizable cookie banner on your website. It collects consent seamlessly and helps your website achieve compliance with GDPR and ePrivacy Directive in just three easy steps. 

Sign up to get started with CookieYes.

CookieYes - SignUp

Step 1: Choose a Consent Type

You are provided with three different types of consents to choose from.

CookieYes-Consent Type
  • Implicit: This model will, by default, load cookies corresponding to the necessary category only. The default state of acceptance for all the non-necessary categories will be enabled on load. The cookies corresponding to these categories will be loaded only upon user consent. The user consent, however, can be expressed via an implicit behavior as subtle as continuing to use the website/refreshing a page/scrolling (not set by default but configurable) a page and not necessarily via the Accept button. The banner will also contain a Settings (link or button) which will allow the visitor to opt-out selectively if need be.
  • Explicit: This model will only load cookies corresponding to the necessary category. The default state of acceptance for all the non-necessary categories is disabled by default. Hence the user has to opt-in to the respective categories explicitly to register the consent for corresponding categories or use the “Accept All” (placed by default on the banner) for full consent. The banner will also contain a Settings (link or button) which will allow the visitor to opt-in selectively if need be.
  • Info: This model will by default load cookies corresponding to all the categories, both necessary and non-necessary as defined in the website. It assumes that these cookies are essential for the website to function and in no way collect any personalized data from the visitors. Hence the user consent can be registered as a consequence of continuing to use the website/refreshing a page/scrolling a page and not necessary via the OK button (placed by default on the banner).

Step 2: Customize and Preview the Consent Banner

You will get a static preview of how the consent banner will appear on your website. Additional customization provisions are also included in the settings section. The changes made from settings are reflected simultaneously onto the preview pane. At any point, you can go back and change the consent type previously chosen or even skip the current step and move on to the next step and configure the settings later.

CookieYes-Preview

The banner settings will assist you to design the appearance of the consent banner that will match with the theme of your website. 

  • Category
    • Enable or disable the category of cookies on the consent banner as per your requirement. CookieYes-Preview-Category
  • Layout:
    • Style: Choose from any of the pre-defined styles as Classic, Banner, Box
    • Position: Set the position of the banner to either top or bottom for the Classic and banner layout and set position as top-left, top-right, bottom-right, and bottom-left for the box layout of the banner.
    • Palette: Choose the color palette to either dark or light. CookieYes-Preview-Layout
  • Content and Color This section is divided into three different tabs - Buttons and Links, Notice, and Policy.
    • Button and Links: Modify the background, text color and border color of the Accept button, Read more link, Settings button, Category List and Active category. Toggles are integrated for the Read more link and the Settings button to control its visibility.CookieYes-Preview-Content and Colour-Button
    • Notice:
        • Default Text: The background color, text color, border color, and notice content can be modified and updated. A title for the notice can be inserted with provisions to control its visibility.
        • Notice Toggler:  Add a toggler text for the notice with provisions to control its visibility. If the Notice toggler is enabled, a tab with the toggler text will be shown on the screen that will enable the user to display the banner again, once dismissed.
      CookieYes-Preview-Content and Colour-Notice
    • Policy: A title and content for the privacy policy on the banner can be specified in the respective text area field. CookieYes-Preview-Content and Colour-Policy
  • Behavior: The consent is recorded based on settings configured for the following behavior. The behavior varies on the consent type of the banner. CookieYes-Preview-Behaviour
The consent banner and its constituents will be displayed in the default language. However, you can change it to your desired language from the language drop-down. CookieYes-Language Settings

Step 3: Publish

Copy the consent dialog script code and paste it between the <body> and </body> tags or <head> and </head> tags of your website template. Once the script is pasted, installation verification can be assured by checking it through the verify code button. On the successful installation of the code, the consent banner will be published on your website. You can still unpublish, change consent settings later or directly move on to the dashboard.

CookieYes-Publish

Proceed to next to finish the wizard. CookieYes-Finish window

The website is scanned for cookies simultaneously along with the startup wizard. The scan may take a while depending on the number of pages being scanned. When the scan is complete, results are then displayed on the dashboard. Finish the wizard to view the scan result on the dashboard.

Dashboard

The Dashboard gives you an overview of the scan results with metrics like Total Cookies, Total Scripts, Total Categories, Pages scanned and so on. The current status of the consent banner will be displayed. Recent logs with IP Address, Country, Consent Status, Time and Date will be listed on the dashboard. CookieYes-Dashboard

Consent Banner

The banner settings will assist you to design the overall appearance of the consent banner and its related content.

  • Category
    • Enable or disable the category as per your requirement. CookieYes-Preview-Category
  • Layout:
    • Style: Choose from any of the pre-defined styles as Classic, Banner, Box
    • Position: Set the position of the banner to either top or bottom.
    • Palette: Choose the color palette to either dark or light. CookieYes-Preview-Layout
  • Content and Color This section is divided into three different tabs - Buttons and Links, Notice, and Policy.
    • Button and Links: Modify the background, text color and border color of the Accept button, Read more link, Settings button, Category List and Active category. Toggles are integrated for the Read more link and the Settings button to control its visibility. CookieYes-Preview-Content and Colour-Button
    • Notice:
        • Default Text: The background color, text color, border color, and notice content can be modified and updated. A title for the notice can be inserted with provisions to control its visibility.
        • Notice Toggler:  Add a toggler text for the notice with provisions to control its visibility. If the Notice toggler is enabled, a tab with the toggler text will be shown on the screen that will enable the user to display the banner again, once dismissed.
      CookieYes-Preview-Content and Colour-Notice
    • Policy: A title and content for the privacy policy on the banner can be specified in the respective text area field. CookieYes-Preview-Content and Colour-Policy
  • Behavior: The consent is recorded based on settings configured for the following behavior. The behavior varies on the consent type of the banner. CookieYes-Preview-Behaviour
The consent banner and its constituents will be displayed in the default language. However, you can change it to your desired language from the language drop-down. CookieYes-Language Settings

Manage Cookies

You can create a new or edit an existing category and add new cookies into its cookie list.

CookieYes-Manage Cookies

Add Category

  • From the Manage Cookies panel, click on + icon on the category tab.
  • This will take you to the Cookie Category pop up where you can add the name of the category, type, default consent and description of the category. CookieYes-Manage Cookies-Add New Category
    • Name: Add the title of the cookie category.
    • Type: Cookies are either necessary or non-necessary. The necessary cookies are the ones that, as the name indicates, are necessary for the website to function in its intended way. The users do not have the control to disable this category of cookies. The non-necessary cookies are those cookies that are not necessary for the functioning of the website but are mostly used for features like analytics and targeted advertisement. The scripts of non-necessary cookies need to be added in the Scripts section in CookieYes and that the users can enable/disable.
    • Default Consent: Set the default consent for the category to be as Yes or No.
    • Description: This allows you to add the description of the cookie category.
  • Submit to save the category. The newly created category will be listed under the Category tab.

Add Cookies

Each category consists of two sections, namely Cookie List and Scripts.

The Cookie list will list out all the cookies under the selected category. To add a new cookie:

  1. Click on the + New Cookie icon from the right corner.
  2. The Add new cookie dialog pops up. Specify the cookie details in their respective fields: CookieYes-Manage Cookies-Add Cookie
    • ID: Add the name of the cookie. This field is for audit purposes, so this field allows you to add the name of the cookie in a user-friendly manner.
    • Type: Set the type to be either HTTP or HTTPS depending upon the domain.
    • Domain: Specify the domain from which the cookie is being set.
    • Duration: This is the time duration the cookies will be active on the browser. The easiest way to find out the duration of a cookie is from the developer console of the browser.
    • Description: This allows you to add the description of the cookie so that you can explain what the purpose of the cookie is, what it does, what data it collects, etc.
    • Submit to save the cookie.

Add Scripts

To block any non-necessary third-party cookies prior to the user’s consent, you need to remove the scripts that install these cookies from your website source code and add it to the Scripts section in CookieYes.

  1. Move on to the script section to insert the scripts related to the respective cookies.
  2. Click on the + New Script icon from the right corner.
  3. The Add new script dialog pops up.  Specify the script details in respective fields: CookieYes-Manage Cookies-Add New Script
    • Name: Enter an appropriate name for the script.
    • Cookie IDs:
    • Head Script: If the scripts are added in the Head Scripts field, the scripts, on user consent, will be rendered in the head of the website within the <head> and </head> tags.
    • Body Script: The scripts will be rendered in the body if added in the Body scripts area.
    • Description: This allows you to add the description of the cookie script.
    • Submit to save the cookie.
Read more on How to Block Cookies Using CookieYes?

Cookie Scan

CookieYes automatically scans the website for cookies and display the cookies on the dashboard on sign up itself. However, you can manually initiate a scan procedure. CookieYes-Scan Results

  1. From the Scan window, click on the Scan Now button.
  2. The user will be prompted to insert the URLs that have to be included/excluded for scanning. You can even skip this step by choosing to proceed with the scanning.
  3. You can view the scan date, it’s current status, URLs that have been scanned, categories, cookies and scripts from the Scan result. To get a detailed view of the scan, click on the icon.

Consent Logging

The consent log provides you details of visitors to your website. You can keep a record of the users who have given their consent using CookieYes.  When the consent is being logged, the IP addresses of the users that have given their consent and the cookie categories that they have given consent to will be recorded in the Consent Report page, along with the date and time of the visit and the user ID if the user has logged in. CookieYes-Consent Log Window

Settings

You can manage your websites, billing, and invoices from the settings menu.

Changing Consent

If the user wishes to reconsider the consent they have given, you can give them the option to bring the consent banner back and change the consent. To do that, add the class 'cky-banner-element' to any HTML element (e.g., <button class="cky-banner-element">Change Consent</button>) clicking upon which the banner will popup again. This will enable the users to change the consent, and the cookies will be added according to the new consent.