Termly offers intuitive solutions for consent management and legal policy creation. Consent management is a critical piece of the compliance process. It is a legal requirement for many businesses and one of the most vital steps to protect your customers’ or website visitors’ privacy.
Step 1: Access Termly
Whether you’re a new user looking to install Termly or a returning user, you may access the Termly dashboard via the app store side bar by searching for Termly.
Step 2: Review Your Cookie Report
Your cookie scan should already be complete. The scanner automatically finds and categorizes cookies for you.
Click View Report in the Scan Report module on your Dashboard. Or, in the sidebar navigation on the left side, click Scan Report under Consent Management.
*If your scan failed, please ensure your site is published and scan again.
You will need to review and categorize any cookies listed under the Unclassified tab in your scan report and ensure all other cookies are correctly categorized.
You must make this policy easily accessible by embedding it on your site using HTML, a code snippet, or a URL. Most companies choose to put this link in their site footer. For detailed information, see How to embed a policy on your website.
To embed via HTML:
Select the Html Format option.
Click Copy to Clipboard.
Drag in the HTML widget onto your site and paste the code into the widget (for more information on the HTML widget, see HTML Widget).
Step 4: Customize Your Consent Banner
Use one of our built-in consent banner themes or customize your banner colors, display style, fonts, and more. For detailed information, see How do I customize my consent banner?
Step 5: Review Your Consent Banner Settings
Next, you will need to review your banner text and consent settings. Our default banner settings are based on region and are set to meet major privacy laws like the GDPR and CCPA.
Step 6: Enable Your Consent Banner
We generate and insert the consent banner code snippet for you. All you need to do is enable the banner via the Consent Banner page and clicking the toggle found in the top right of the page (for detailed information see How to install your consent banner). This will inject the banner into the <head> section of your website.
*If you are injecting custom code on the page, please ensure that scripts are added to the body-end section and not the head section so it does not conflict with the banner. For further information, see How to Place Code After the Opening Body Tag.
Step 7: Choose a Cookie Blocking Method
Some individuals and businesses place their cookie consent banner on their website and stop there. However, if you stop there, you are NOT compliant with the GDPR and other laws.
As part of proper compliance, you must implement a solution to block cookies so they are not served before a visitor clicks “Accept” on your banner.
We offer several ways to block cookies:
The simplest way is to use our Auto Blocker, a built-in Termly feature that automatically blocks cookies before a website visitor gives their consent (for detailed information see Auto Blocker implementation guide). Make sure to read up on how to customize Auto Blocker’s behavior if you want to customize which third-party scripts are allowed to run and when.
Review Termly's troubleshooting steps if you encounter issues after installing your consent banner.
Step 8: Embed a Data Subject Access Request (DSAR) Form
If you don’t already have one, you need to provide a way for your users to submit requests to access, edit, transfer, or delete their personal data. Termly offers a DSAR form that you can embed using a URL or HTML (for detailed information see Data Subject Access Requests Guide & How-To). We also provide information on how to respond to a request.
Step 9: Embed a Cookie Preference Center
Your visitors need to be able to change their cookie preferences at any time. Therefore, we offer a preferences button that you can copy and paste anywhere onto your website.
Congrats! You have now set up your site with a consent management solution that is compliant in accordance with international regulations.
How To Generate Legal Policies Using Termly
Consent management is not the only legal requirement under GDPR, CCPA, and other laws.
Your Termly subscription offers several policy generators to help you create customized, compliant legal agreements:
EULA Generator. An End-user License Agreement (EULA) is a legal agreement that your customers must agree to before downloading your app.
Disclaimer Generator. Disclaimers protect your business against legal claims. A disclaimer can notify your site visitors that you will not be held responsible for any damages that arise from the use of your website, products, or services.
Return Policy Generator. A return policy outlines information about returns, including how and when a return can be made, refund information, and more.
Shipping Policy Generator. A shipping policy can help set customer expectations and prevent disputes over deliveries. It can include information on shipping fees, customs information, dropshipping, and more.
You can create any of the above policies directly from your Termly dashboard:
Creating a policy using our generators is as simple as answering a few questions about your business and then embedding the policy onto your website using one of the methods discussed in How to embed a policy on your website.
For small businesses just getting started
For businesses seeking complete compliance
To learn more, please visit Duda - Getting Started With Termly, where you can find a wealth of resources, including videos and supplementary information.