AdOpt is a CMP - Consent Management Platform, that allows you to build a transparent and trustful relationship with your website visitors.

Thus, all visitors who access your site will be approached by the banner with a notification that asks for the consent of each one of them in a direct, free, informed and detailed way.

Below are the detailed steps that process this consent registration at AdOpt.


How does a cookie banner work?

We are focused and specialized in consent management/ opt-ins.

What does AdOpt not cover in a Privacy Regulation?

The SSL certificate is an excellent internet security practice that should never be ignored for website owners.

My website does not have an SSL Certificate, what can I do?

This is a detailed checklist with everything you will need to have in hand to start.

Pre-setup chek-list

Right after login, click on the AdOpt logo at the left upper corner.
Than, click on "Add organization" button, at the right upper side.

Give your organization a name. Your disclaimer(s) will be managed within your organization.

*The organizations will work as "folders" so that you can compile disclaimers from one or more sites in the same environment.

** Starting with the Business plan you will be able to have more than one organization in your account, to facilitate the management of multiple disclaimers/websites.


How to add a new banner for a new website in AdOpt?

Would you like to hire a new plan at AdOpt? This guide is for you!

How to change your AdOpt plan?

We can definitely present to you our special conditions for partners and agencies.


How would the pricing work for agencies and consultants?

Can I talk to an AdOpt consultant?

How to change or recover my AdOpt password.

How do I change or recover my AdOpt password?

**In this guide we will clarify the URL limit and help you understand which plan is best for your business.**

How does the URL count and limit work?

AdOpt account - how to pause, delete and send feedbacks? ;)

According to the GDPR, LGPD, CCPA and many others visitors have the right to revoke their consent - at any time.

Is the opt-out mandatory?

Access the Setup area of your Opt-Out banner, right from your AdOpt panel.


How do I setup my Opt-out page?

Here are some steps to help you with your scanner.

Tag scanning does not work on my website!

If your website is created by some platform that builds sites and e-commerces, this can happen, and it is normal!

Why did the scanner find tags with my own URL?

Now we will teach you how to classify the third-party tags so that your visitors have a detailed description of the purpose that each of these services perform during their navigation.

How do I categorize my tags?

In this article we will talk about:
- AdOpt cookie banner format
- Why should consent be detailed?
- Tag Breakdown
- Cookie Breakdown
- Local Storage Detail


Cookie Banners - Cookie and Local Storage detailing

It depends.

The software has a scanner that helps you find the tags automatically, so you can sort them during the setup on each category, that will be displayed in the disclaimer.

Is the cookie setting automatic?

This is a mandatory behavior for most regulation.
Making this work is very simple!

How do I set up the banner so that tags appear inactive?

Every interaction by the visitors generates **2 emails from AdOpt.**

1. **AdOpt > AdOpt Customer** - in order to proceed to the next steps with the proper legal obligations. 

2. **AdOpt > AdOpt Client Visitor**, to let your visitor know that the responsible parties have been notified, and serves as a "receipt guaranteeing that your request has been processed.

(At the end of this article, examples of these two emails)

**Below we will discuss both e-mails and their processes, when at the time of an Opt-out request.


What to do with an opt-out request?

For both cases it is important that your company establish the processes that will be initiated from this request triggered by AdOpt's automatic email from. 


What to do with the AdOpt notification for Opt-out or Download?

 1. **AdOpt > AdOpt Client** - in order to proceed to the next steps with the proper legal obligations.
 
 2. **AdOpt > AdOpt Client'**s Visitor, to let them know that the responsible parties have been notified, and serves as a "receipt" ensuring that your request has been processed.

What do I do when I receive a Data Download request?

In case of opt-out or data download requests, 2 emails are automatically sent to the emails of the AdOpt registered user (Owners and DPOs).

How does AdOpt notify users in case of request from the visitors?

Usually this CORS error happens when a site does not have the SSL certificate, or HTTPS.

I installed the AdOpt cookie disclaimer, but, I get a CORS error.

We classify consents or opt-ins into two categories:

What types of consent are stored?

As privacy laws state it is the right of its citizens to change consent options at any time, on any website or situation.
 
This is a principle of freedom that AdOpt respects and values immensely!
So, precisely for this reason, we would like to expose the reasons that led AdOpt to design the functioning of its banner in a specific way when a visitor changes his/her consent options.
 
When analyzing some companies and even AdOpt competitors, we could observe the following flow:


What happens when a visitor changes their consent options in AdOpt?

 All of them are stored in a 100% anonymized and individual way, in the consent log inside your dashboard.



Is there an official record / log of the user's consent? How is it stored?

Yes, but only if you have a good Cookie Policy available. 

Can I use AdOpt without a privacy policy?

The privacy policy is one of the most important documents when it comes to GDPR, LGPD, CCPA and other privacy regulations. 

Why doesn't AdOpt generate a privacy policy automatically?

Show your customers that you made a point of bringing in an independent partner for such an important job! 

Thus, building a relationship of transparency and trust.


How do I refer AdOpt in my Privacy Policy?

No problem, just mark this option on your dashboard.

What to do if I don't have Terms of Use?

Yes, all cookie control is done in a categorized way per visitor, separating the full and partial opt-ins or opt-outs.

Does AdOpt store cookies as a proof of consent?

AdOpt's Cookies & technical details

In short: Paste your AdOpt tag into the website header, save and publish.

How do I install my AdOpt tag?

If this is your case:


1 - Finish the disclaimer setup of all configuration steps normally (Style and Display; Privacy Policy; Terms of Use, Opt-out; Installation and Tag Categorization).
2 - Refresh your browser, clearing its cache. (CTRL+SHIFT+R)
3 - Go to your banner settings/Install banner/"Test Tag". 


Tag installed, but AdOpt doesn't recognize it. What can I do?

In your settings panel click on "Style and Display"

How to setup style and positioning of an AdOpt cookie banner?

Go to your disclaimer settings and click on the Privacy Policy or Terms of Use icons to set up the documents that will be available to all your visitors.

How to setup Privacy Policy and Terms of Use?

**In Short:** AdOpt works as a Custom HTML with the "All pages" trigger.

Simply log into your AdOpt account/ organization, and the banner you want to work on, than: settings panel, go to the "Disclaimer Code" section.. Your installation tag is the first.

How to install AdOpt via Google Tag Manager?

AdOpt is fully capable of performing automatic blocking, here in this tutorial you learn how to do it via Google Tag Manager. 

Configuration via Google Tag Manager of the automatic blocking of third party tags and cookies.

One of the main functions of a consent management tool, such as AdOpt, is the ability to also act in an integrated manner with the other tracking tools that the site uses for its digital strategy.
 
In other words, if a visitor chooses not to authorize the triggering of a facebook advertising pixel for the navigation of your site, how can you integrate this request to the facebook tags in an automated way?
 
This is precisely why AdOpt has created a way for you to integrate each opt-in collected by AdOpt, with all the tags it manages. This way, AdOpt can allow or not the tag triggering from third parties, avoiding the risk of unauthorized remarketing, for example.


Manual setup for blocking third-party cookies and tags

When you create an account, in AdOpt, an Organization will be automatically generated with a "generic" name following the pattern of the registered e-mail.

To change it, here is a simple tutorial.

How to change the organization name?

Learn to invite colleagues into your AdOpt organization.

How to invite colleagues into my AdOpt organization?

To add new users go to your organization and click on the member section. Than...

How to add new users to my account/website?

**Yes**, starting from the free plan there are already several customization possibilities!

Is it possible to customize the Cookie Banner?

AdOpt identifies where your website visitor is accessing from (through IP or VPN) and the language used in his browser, to select the banner format and language.

Automatic multilingual setup for the AdOpt banner

Before you make this setting, have at hand the text that will be used in the banner. We recommend keeping the text as short as possible, ideally between 60 and 145 characters.

How to change the banner texts?

**This is a decision that is 100% in the hands of our customers and users.**
 
There are several interpretations as to whether this "pre-setting" is mandatory or not. There are many discussions regarding principles, jurisprudence, and Privacy By Design.

Here is a simple tutorial to help you out.

We had an update and now you won't need to install any code for your Cookie Banner to have this behavior - of hiding the Banner and Controller after consent recording.

Settings to hide the cookie banner after visitor acceptance.

1. Log into your AdOpt dashboard, choose the disclaimer/website from the menu on the left.
2. Go to the "Settings" steps.
3. Click the "Style and Display" section of the disclaimer


How to change the banner logo.

AdOpt's cookie banner gives users a quick and easy way to manage their consent and inform themselves of the purpose for which the data is being used. 

However, it is often necessary for your website or webapp to be notified of this consent. Either to block the collection of some data or to change the information displayed on the screen.

Through javascript callbacks the AdOpt Banner can notify your website or webapp of a new consent setting.
The callback is created by overriding the function:


Cookie banner Callbacks and Endpoints - AdOpt

Adopt works to adapt its design as best as possible to your website. 
 
The client chooses to select colors, behaviors and we pull the same font from the site for the banner. But, still some divergences may appear on your site.
 
Here are some tips on what we have worked on, and how we investigate these points.

Front-end and Layout Tips of AdOp'st cookie banner on your website.

There are two main ways to install AdOpt into your WP website.
- Google Tag Manager - Tutorial Here
- [AdOpt’s Plugin for Wordpress](https://wordpress.org/plugins/adopt/)

How to install AdOpt's WordPress plugin?

Scanner doesn't work in wordpress!

We have a native integration with Tray Commerce, which makes life much easier for all your customers!

How can we help you?

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