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Cookie Consent Banner - Setup, Customization & Publishing Guide

Overview

The Cookie Consent Banner integration is designed to ensure compliance with privacy regulations and provide a seamless way for customers to manage user consent on their websites. This feature serves two main purposes:

  1. Native Cookie Consent Banner:

    • A customizable cookie banner that can be enabled, modified, and deployed directly on customer websites.

    • Allows users to accept or deny cookies that are used by referral integrations such as:

      • Refer a Friend (RAF)

      • Welcome Messages

      • Conversions and Share Codes

    • Once published, the banner will display based on the user's prior consent status.

  2. Third-Party Cookie Consent Integration:

    • Allows customers who already use a third-party cookie consent service (such as WebtoFee OneTrust, Cookiebot, or TrustArc) to connect their setup with our referral tracking system.

    • Instead of showing an additional banner, our system reads and reuses the existing consent preferences from the third-party service (via LocalStorage or cookies).

Native Integration | Step-by-Step Setup Guide

The setup process consists of enabling, customizing, previewing, and publishing the cookie consent banner.

Step 1: Access the Cookie Consent Configuration

  1. Navigate to the Editor section of the platform.

  2. Locate the "Configure Cookie Consent" button at the top of the screen.

    • If the consent banner has not been configured, an exclamation mark (!) icon will appear next to the button, drawing attention to the user.

  3. Click the button to open the Cookie Consent Configuration Modal.

 

Step 2: Enable the Cookie Consent Banner

  1. Inside the modal, toggle the option to enable the cookie consent banner.

  2. This action does not immediately deploy the banner; it only enables it at the company level.

  3. Once enabled, additional customization options will appear.

 

Step 3: Customize the Cookie Banner

Customers can personalize the banner’s appearance and content to match their brand. Customizable fields include:

  • Title – The main heading of the banner (e.g., "We Value Your Privacy").

  • Description – Short message explaining why cookies are used.

  • Background Color – The banner’s background color.

  • Button Colors – Custom colors for "Accept" and "Deny" buttons.

  • Privacy Policy / Terms Link – URL where users can learn more about data usage.

After making changes, the user can Save the configuration.

 

Step 4: Preview & Publish

Once the customer has set up the banner, they need to preview it before publishing.

  1. Click the "Preview & Publish" button.

    • The system will redirect the user to a live page where one of their existing integrations (RAF, Welcome Message, or Conversion) is active.

    • This page will include authentication parameters in the URL query string, ensuring that the cookie consent preview mode is enabled.

  2. The banner will be displayed at the bottom of the page, along with a Publish Toggle.

 

Step 5: Publishing the Cookie Banner

If the customer is satisfied with how the banner looks, they can publish it:

  1. Click the Publish Toggle at the top of the cookie consent preview banner.

  2. This action sends a request to the API to activate the consent banner.

  3. Once published, the banner will automatically show to users who haven’t provided consent yet.

 

Step 6: Disabling the Cookie Banner

If the customer wishes to disable the consent banner integration:

  1. From the Editor open the Cookie Consent Configuration Modal.

  2. Click on Preview to access the live preview page.

  3. Toggle the Publish Toggle OFF to disable the consent banner.

  4. This action sends a request to the API to remove the banner from all pages.

 

Third Party Cookie Services | Sync & Connection

This option integrates with external consent management platforms, the consent preferences are fetched from the third-party service cookies instead of being handled internally.

Steps to Connect a Third-Party Service

  1. Open the Cookie Consent Configuration Modal.

  2. Select the "Third-Party Connection" tab.

  3. Select a Service Provider from the available list.

  4. Choose the Sync Interval – This defines how often the system will fetch updates from the service.

  5. Click on the "Sync & Test" button – This will attempt to fetch the consent cookies from the selected service provider.

  6. If the cookies are successfully fetched, the connection status label will change to “Connected” and the “Save Configuration” button will be enabled.

  7. Click on "Save Configuration" to finalize the integration.


Fallback Scenario: Sync Failure Handling

If the sync process fails to retrieve consent data due to browser restrictions (e.g., SameSite policy, subdomain limitations), the following fallback mechanism will be triggered:

  1. The system will detect that the cookies are not accessible from the current environment.

  2. A redirection to the customer’s main website will occur (landing page where snippet is installed).

  3. The system will attempt to re-fetch the consent cookies directly from the main site.

  4. Once retrieved, the consent data will be stored, and the integration will be marked as successful.

  5. Click on “Save Configuration” to complete the third party service connection.

This fallback ensures that the third-party service can still be synchronized, even if the cookies cannot be accessed due to browser security constraints.

 

Questions? Contact your CSM or support@getambassador.com.