Permission: Vendor list - GDPR
The cookie disclosure workflow provides your organization with a variety of tools that enable you to disclose cookies dropped by vendors in your vendor list in bulk so that they surface for end-users in the privacy manager.
In this article, we will cover the various methods your organization can leverage to disclose cookies:
- IAB TCF GVL cookie disclosures
- Disclose cookies via Diagnose cookie scans
- Disclose cookies manually
- Disclose cookies via CSV import
Cookie disclosures mapped via Diagnose scans or manually added/imported will be included in the Cookie Information section of your privacy manager nested underneath each respective vendor alongside any cookies the vendor may have declared with the IAB TCF Global Vendor List (GVL).
To start, navigate to a GDPR TCF vendor list. The cookie disclosure workflow can be accessed from either the vendor list wizard or directly from the Manage Vendors & Cookies button.
The cookie disclosure workflow is Step 5 of the vendor list wizard.
To access, the vendor list wizard either create a new GDPR TCF vendor list (which will automatically launch the wizard) or click the icon for an existing GDPR TCF vendor list.
Navigate through the wizard until you reach Step 5 - Add Cookies.
Alternatively, you can access the cookie disclosure workflow directly from an existing GDPR TCF vendor list by clicking Manage Vendors & Cookies.
Click the Cookies checkbox in the subsequent modal to access the cookie disclosure workflow.
IAB TCF GVL cookie disclosures
When a vendor registers with the IAB TCF Global Vendor List (GVL) the vendor may make cookie disclosures. If there is an IAB vendor on your vendor list who has made cookie disclosures as part of its IAB TCF GVL registration Sourcepoint will automatically add those cookies for each respective vendor.
This automatic process means that prior to any cookie disclosure mapping you may do, there may already be added cookies for those IAB vendors.
Note: Cookie disclosures declared via the IAB TCF GVL are uneditable by your organization.
To review the cookies added to your vendor list via a vendor's IAB TCF GVL cookie disclosure, click View Selected Cookies in the cookie disclosure workflow modal.
The subsequent panel will list the vendors on your vendor list for which there are cookies disclosed. Expand a vendor to see the cookies disclosed for that vendor.
Cookies added to your vendor list via the vendor's IAB TCF GVL cookie disclosure will display IAB Declared under the Added via column.
Disclose cookies via Diagnose cookie scans
Note: Your organization will need to have Diagnose enabled and configured for your organization before disclosing cookies via Diagnose scans.
Organizations who have Sourcepoint's Diagnose tool can leverage their scanning results to populate the cookies for vendors in the cookie disclosure workflow.
From the cookie disclosure workflow modal, ensure Cookie Scan Result is selected.
Based on the vendors added to your vendor list using the Vendor Scan Results, the scan will return the observed cookies dropped on your domains in the most recent scan.
Note: The Purpose for each cookie found in your scan results is driven by Sourcepoint's internal mapping process that ties IAB purposes to a vendor's cookie category.
Add a cookie to your vendor list by selecting the checkbox to the left of the cookie name and selecting Add to Selected Cookies.
Click View Selected Cookies to see all cookies added to your vendor list.
Cookies added to your vendor list via Diagnose scan will display Scan Results under the Added via column.
Click Save in the cookies disclosure workflow modal to add the cookies to your vendor list.
Click Save in the vendor list builder to confirm the changes.
Disclose cookies manually
The manual method of disclosing cookies requires you to configure the details for each cookie directly in the cookie disclosure workflow.
From the cookie disclosure workflow modal, click Add/Import Cookies.
Ensure that the Add Manually button is selected and use the provided spaces to input the following information for the following fields:
- Cookie Name
- Vendor
- Domain (Optional)
- Purpose(s)
- Duration
Click Add to Selected Cookies when finished.
Click View Selected Cookies to see all cookies added to your vendor list.
Cookies added to your vendor list via manual input will display Manual under the Added via column.
Click Save in the cookies disclosure workflow modal to add the cookies to your vendor list.
Click Save in the vendor list builder to confirm the changes.
Disclose cookies via CSV import
The CSV import feature allows your organization to configure a spreadsheet with your vendor and cookie mappings that can then be uploaded into your vendor list. Use the feature to disclose cookies for a single vendor, a subset of vendors, or all the vendors on your vendor list.
From the cookie disclosure workflow modal, click Add/Import Cookies.
Select the Import button and then click Sample CSV Template.
The subsequent CSV Template Downloader allows you to prepare a template based on the vendors on your vendor list. Select the provided space and select a vendor from the dropdown menu for which you want to disclose cookies. Repeat as necessary.
Click Download CSV Template when finished.
Your customized template will be downloaded to your machine. Edit the template to include the cookies for each vendor and updating the purposes column if necessary while adhering to the prescribed format.
Drag and drop the edited CSV file into the provided space.
Cookies included in the CSV file will populate in the Uploaded Cookies section and will be nested under their respective vendors.
Note: Cookies with incomplete or invalid data cannot be added to your vendor list. Click the Edit icon inline with any flagged cookie to correct its information.
Add a cookie to your vendor list by selecting the checkbox to the left of the cookie name and selecting Add to Selected Cookies.
Click View Selected Cookies to see all cookies added to your vendor list.
Cookies added to your vendor list via CSV import will display Manual under the Added via column.
Click Save in the cookies disclosure workflow modal to add the cookies to your vendor list.
Click Save in the vendor list builder to confirm the changes.
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