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Cookie setup

Introduction

This article provides instructions on how to how to add cookies manually when the scan does not detect them, and how to manage cookies that are found by the scan.

Add cookies manually

  1. From the domain Dashboard, click Data Privacy (lock icon) on the menu bar.

    The Data Privacy Page opens.

  2. From the menu on the left, click Consent Overview.

    The menu expands with the following options:

    • Cookie Acceptance Rate

    • Consent Log

    • Cookie Overview.

  3. Click to select:

    • Cookie Acceptance Rate

      The Cookie Acceptance Rate page opens. Here is an overview of the customer cookie acceptance rates.

      • The Acceptance Rate by Category page shows acceptance rates by cookie categories.

      • The Overall Acceptance Rate page shows a percentage of cookies accepted, as well as a graph chart with acceptance rates over time.

    • Consent Log

      This page lists IP addresses that interacted with the cookies on the website, shown in chart format. The log is kept on the Acquia Optimize servers for two years.
      The column headers are:

      • IP Address: The IP address of the computer that browsed the site.

      • UUID: The unique ID for the user device that received the cookie.

      • Location: The country of origin that the user accessed the site from.

      • Data Regulation: The applicable regulation,: GDPR, CCPA, or both.

      • Accepted cookies: The cookie categories that the user accepted.

      • Date: The date that the user accepted the cookies.

    • Cookie Overview

      The menu expands. This section gives information about cookies and the cookie acceptance rates by users. The Cookie Overview page opens.

    The table fields have the following columns:

    • Category: Click the drop-down arrow and select the category for the cookie.

      • Essential: These cookies are required to enable basic website functionality. Note: Essential cookies cannot be deselected by the user.

      • Basic (Recommended): Allows users basic access to selected features such as Help Desk, and facilitates communication.

      • Marketing: These cookies are used to provide advertising that is tailored to the user and their particular interests. Marketing cookies can also be used to restrict the number of times an advertisement is displayed and to measure the efficacy of advertising campaigns. Advertising networks usually place marketing cookies with the website operator’s permission.

      • Statistics: These cookies allow website operators to identify technical issues and understand how a site is performing. They can also be used to see how visitors interact with the site and usually do not collect information that identifies visitors.

      • Preferences: These cookies allow the website to keep track of your choices (e.g. region, user name, language) in order to provide more personalized features. A website may, for example, provide local traffic information based on data stored about the current location of the user.

    • Name: Enter the name of the cookie, exactly as it appears in the HTML code.

    • Domain: Enter the domain of the cookie.

    • Platform: Add the name of the platform or the company who provides this cookie.

      Note: This field automatically inherits the language value.

    • Description: Enter a short description of the cookie. If needed for this step, use a web search engine search for the cookie name.

    • Duration: Enter the duration of the cookie.

    • Delete (trashcan icon): To remove a cookie, click the trashcan icon to delete the row.

    • Error indicators
      On the right side of each row is an indicator icon that signifies the type of error.

      • A red exclamation point on a row means that there is incomplete cookie data. Cookies that are not complete cannot be published or filtered, and are added to the user's browser automatically. It is important to complete the cookie setup.

      • A yellow question mark on a row means that the cookie was detected in previous scans but is not present in the most recent scan. Click the question mark to open a dialog box and handle the issues. Choose:

        • Show anyway: If the cookie was missed by the scan and you are sure the cookie is present, this is a good option to select. The cookie remains on the list.

        • Ignore & hide: Choose to ignore this cookie for now and hide it from the list. This is a good option if you suspect the cookie may appear again on the next scan.

    • Save. A dialog box opens with the message, "Cookie Overview Saved".

For more information, see the user guide article:

Manage cookies with the scan

This section gives instructions on how to manage cookies that the Acquia Optimize scan detects.

To view the cookies that the scan found:

  1. Click Data Privacy (lock icon) on the dashboard menu bar.

  2. Select Consent Overview from the menu on the left side of the page.

  3. The Consent Overview page opens. This is an overview of user cookie acceptance rates, as well as the consent log that stores the cookie categories that the users have consented to.

  4. Select:

    • Cookie Overview: This page gives information about the cookie acceptance rates by users. 

      If this is the first time that the scan populates cookies, the list only shows manually added cookies and those that are present in our database of common cookies.

      • Click Scan all pages for cookies to start a cookie scan. The Scan in progress message appears and the scan icon spins until the scan is complete.

      • Include Cookies:

        Cookies that the scan detects are in the cookie list but may be only partially complete. The icons indicate:

        • A green check mark indicates that the cookie is a common cookie and our system populated the fields from our internal repository.

        • A red exclamation point on a row means that there is incomplete cookie data. Cookies that are not complete cannot be published or filtered, and are added to the user's browser automatically. It is important to complete the cookie setup.

        • A yellow question mark on a row means that the cookie was detected in previous scans but is not present in the most recent scan. Click the question mark to open a dialog box and handle the issues. Choose:

          • Show anyway: Even though the cookie was missed by the scan, if you are sure this cookie is present then select this option. The cookie remains on the list.
          • Ignore & hide: Choose to ignore this cookie for now and hide it from the list. Choose this option if the cookie may appear again on the next scan.
          • Delete: Click to delete the cookie from the list. It will appear again after a new scan if the scanner still finds it.
      • Category: Click the drop-down arrow and select the category for the cookie. The categories are:

        • Essential: These cookies are required to enable basic website functionality. Essential cookies cannot be deselected by the user.

        • Basic (Recommended): Allows users basic access to selected features such as Help Desk, and facilitates communication.

        • Marketing: These cookies are used to provide advertising that is tailored to the user and their particular interests. Marketing cookies can also be used to restrict the number of times an advertisement is displayed and to measure the efficacy of advertising campaigns. Advertising networks usually place marketing cookies with the website operator’s permission.

        • Statistics: These cookies allow website operators to identify technical issues and understand how a site is performing. They can also be used to see how visitors interact with the site and usually do not collect information that identifies visitors.

        • Preferences: These cookies allow the website to keep track of your choices (e.g. region, user name, language) in order to provide more personalized features. A website may, for example, provide local traffic information based on data stored about the current location of the user.

      • Name: The name of the cookie, exactly as it appears in the HTML code.

      • Domain: The domain for the cookie.

      • Description: Enter a short description of the cookie. If needed for this step, use a web search engine search for the cookie name.

      • Duration: The duration of the cookie.

      • Delete: To remove a cookie, click the trashcan icon to delete the row.

      • + Add a cookie: Click to insert a new empty row for a new cookie.

      • Save: A dialog box opens with the message, "Cookie Overview Saved".

 

Additional resources

For more information, see the user guide articles:

 

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