Managing the Cookie Consent Banner in Your CRM Funnels and Websites
Overview
The Cookie Consent Banner is a feature within your CRM that helps you manage user consent for cookies on your funnels and websites. This tool enables visitors to accept or decline different types of cookies, supporting your efforts to comply with privacy regulations by giving users control over their data.
Important Note: Using this tool is designed to assist with compliance efforts but does not guarantee compliance with any specific law or regulation.
Enabling and Configuring the Banner
Activating the Banner
To begin using the cookie consent feature:
- Open your funnel or website in the builder
- Navigate to the page where you want the banner to appear
- Locate and click the Cookie Consent Banner Settings icon
- Toggle the switch to enable the banner
Configuring Button Actions
The banner includes several button options that control how users interact with cookie preferences:
- Accept Essential: Accepts only necessary cookies required for basic website functionality
- Accept All: Accepts all cookies, including tracking and analytics cookies
- Reject: Accepts only essential cookies and declines all others
- Cancel: Closes the preferences popup and returns to the main banner
- Save Preferences: Saves the user's selected cookie settings
Customizing the Banner Appearance
General Settings
You can customize various aspects of the banner's appearance and behavior:
- Enable or disable the cookie list display
- Choose compliance type: 'Ask to Opt-In' (shows Accept Essential and Accept All buttons) or 'Don't Ask' (shows only an OK button)
- Add a descriptive message and link to your privacy policy
- Customize colors, fonts, text size, and other visual elements
Layout Options
Select from different banner display styles to match your site's layout and branding requirements.
Button Text Customization
You can edit the text labels for all buttons in both the banner and preferences popup to align with your brand and localization needs. Editable buttons include:
- Banner buttons: Accept All, Accept Essential, Customize, OK
- Popup buttons: Reject, Save Preferences, Cancel
Important: Customizing these labels disables automatic translations. You'll need to manually add translations for all supported languages to maintain a consistent multilingual experience.
Region-Based Display Controls
Control where the cookie banner appears based on visitor location:
- Worldwide: Display to all visitors regardless of location
- EU & UK: Display only to users in the European Union and United Kingdom
- Select Countries: Manually choose specific countries where the banner should appear
This helps minimize unnecessary prompts for visitors outside regulated areas, improving user experience while maintaining compliance.
Managing Cookie Categories
Predefined Categories
The system includes several predefined cookie categories:
- Essential: Required for website functionality (always enabled)
- Functional: Supports features like social media sharing and feedback collection
- Analytics: Tracks visitor behavior such as page views and bounce rates
- Performance: Helps optimize site speed and user experience
- Advertising: Used for targeted ads and marketing campaigns
- Uncategorized: Any cookies not assigned to the above categories
Adding Cookies to Categories
For each cookie you need to manage, specify:
- Cookie Key: Name of the cookie (supports regex patterns for multiple cookies)
- Duration: How long the cookie persists (e.g., 1 day, 30 days, 1 year)
- Domain: The domain that sets the cookie
- Description: Purpose of the cookie
Using Regex Patterns
You can use regular expression patterns to match multiple cookies simultaneously. For example:
ga-*matches all cookies starting with "ga-"_fbpmatches Meta Pixel cookies_ga.*matches all Google Analytics cookies
Website Cookie Scanning
To identify all cookies on your website:
- Temporarily disable the Cookie Consent Banner
- Use a free scanning tool like CookieServe to analyze your website
- Review detected cookies and assign them to appropriate categories
Important: Disable the banner before scanning, as it blocks non-essential cookies and would prevent a complete scan.
Integration with Marketing Tools
Proper categorization ensures accurate tracking integration:
- Advertising: Include Facebook Pixel cookies (
fbp,_fbc) and other ad platform cookies - Analytics: Include Google Analytics cookies (
ga,_gid), Google Tag Manager, and other tracking tools
Best Practices
- Regularly scan your website for new cookies
- Provide clear, simple descriptions for each cookie
- Use regex patterns to organize similar cookies efficiently
- Ensure marketing tool cookies are correctly categorized
- Keep cookie expiration settings accurate and up-to-date
Frequently Asked Questions
Why do I need a Cookie Consent Banner?
This feature helps address compliance with privacy laws like GDPR and CCPA for websites that collect user data.
Can users change their cookie preferences later?
No, users cannot update their preferences after their initial selection.
What happens if a user rejects all cookies?
Only essential cookies will be stored, while all tracking and analytics cookies will be disabled.
Can I customize the appearance of the Cookie Consent Banner?
Yes, you can customize colors, fonts, text, layout, and button labels to match your brand.