Universal Consent and Preference Management

Expert Certification Activity Guide

Introduction
On behalf of OneTrust, we want to thank you for taking part in the Universal Consent and Preference Management
Expert Certification Training Course. This course will cover the legal basis behind the Consent and Preference module,
the module UI functionality, as well as integrating webforms and third-party applications with the module. As a pre-
requisite, it is ideal that you have a basic technical background including the understanding of simple
programming concepts and API’s, or you have been using OneTrust Consent actively for at least the past 3
months.
This document is a complete overview of the activities we will cover throughout this training course. If at any point
during the course you feel lost, feel free to ask the instructor, message in the chat, or refer to this document.
Additionally, since there is quite a bit of content covered in this course, if time runs short and you are unable to
complete all activities during the training, please feel free to refer to this document following the end of the session. We
hope you enjoy this course and that it adds value to you and your organization.

Course Objectives
1. Create three different Purpose configurations
2. Attach Purposes to two different Collection Points types
3. Create and enable a Preference Center
4. Integrate with a webform
5. Call the Consent Receipts API from reqbin
6. Enable a bi-directional integration directly with a third-party application (HubSpot)
7. Learn to Use Magic Link functionality

Pre-requisites
Before the start of course, please ensure you have access to the following:
 - SharePoint link with the activity files:
https://onetrust.sharepoint.com/:w:/g/learningdevelopment/EQYLvZpcQP1MtKwPbS-
evYgBzSv8bLCobLqesyo7FfQhaA?e=k05rNh
o Password: 3xpertCert20
- Access to https://jsfiddle.net
- Access to https://reqbin.com
- Access to a text editor
- Access to HubSpot *ENCOURAGED BUT NOT REQUIRED FOR COURSE COMPLETION* (Create a developer
account– see HubSpot integration section for information on how to do this)

Functional Overview
Data Elements Activity

1. Universal Consent > Data Elements > Add New > Name: Customer Type > Data Element Type > Text Input
o Check ‘Can be used as an identifier’ if Data Element is to be a main identifier for a collection point
Purpose Activity

1. Universal Consent > Purposes > Add new > Name: Terms & Conditions > Description: Terms & Conditions >
Default Language: English > Create Purpose > Save > Publish
2. Universal Consent > Purposes > Add new > Name: Marketing Communications > Description: Marketing
Communications > Default Language: English > Create Purpose
3. Universal Consent > Purposes > Add new > Name: Upcoming Events and Activities Newsletter > Description:
Upcoming Events and Activities Newsletter > Default Language: English > Create Purpose
4. Publish
Custom Preferences Activity

1. Universal Consent > Custom Preferences > Add New > Name: Method of Communication > Selection Type:
MultiChoice > Display As: Checkboxes > Default Language: English > Description > Method of Communication
>>> Add New Option: Email > Add > Phone > Add > Post > Add Create
2. Universal Consent > Custom Preferences > Add New > Name: Types of Communications > Selection Type:
MultiChoice > Display As: Checkboxes > Default Language: English > Description > Types of Communications
>>> Add New Option: Product Updates > Add > Promotions > Add > Create

Add Custom Preferences to Purpose

3. Purposes > Marketing Communications > Custom Preferences > Select Custom Preferences > Types of
Newsletters > Add > Save
Collection Point Activity

Web Form
1. Universal Consent > Collection Points > Add New > Website Web Form > Name: Expert Cert Webform >
Description: Expert Cert Webform > Organization: OneTrust > Processing Purpose: Marketing
Communications > Data Subject Identifier: Email > Consent Interaction Type: Form Submission Only > Data
Elements: FirstName, LastName > Create Collection Point
2. Settings > Enable Collection Point Events > ON, Enable Single Data Subject Update Event Type > ON
3. Save > Publish

Custom API
 Universal Consent > Collection Points > Add New > Custom API > Name: Expert Cert API Integration >
Description: Expert Cert API Integration > Organization: OneTrust > Processing Purpose: Marketing
Communications > Data Subject Identifier: Email > Create Collection Point
4. Settings > Enable Collection Point Events > ON, Enable Single Data Subject Update Event Type > ON
5. Save > Publish
Preference Center Activity

1. Universal Consent > Preference Centers > Add New > Name: HubSpot Preference Center > Organization:
OneTrust > Default Language: English > Description: Expert Cert HubSpot Preference Center > Create

Page 1: Profile Info

2. Under Builder Tab > Click on Add Page > Page Name = 'Profile Information' > Enable Section Navigation > ON
> Click Create
3. Edit Section Name: Ellipses >> Edit >> Section Title: “Profile Information” >> Save
4. Drag and Drop Data Elements Block > Select ‘FirstName, Last Name, Company, Country > Save Page

Page 2: Preference Choice

5. Click on Add Page > Page Name = 'Preference Information’ > Enable Section Navigation > ON > Click Create
6. Edit Section Name: Ellipses >> Edit >> Section Title: “Choose Preferences” >> Save
7. Drag and Drop Purposes Block > Select ‘Marketing Communications, Upcoming Events and Activities
Newsletter’> Save Page
8.

9. Under Branding > Feel free to play around with options and customize look of Preference Center
10. Under Settings > Enable Preference Center Events > ON > Single Data Subject Update Event Type > ON
11. Save > Publish
12.

Technical Overview
SDK/Web Form Integration Activity

- Open https://jsfiddle.net/ in your browser

- Paste the following code from the following link under the SDK/Webform integration Activity – Webform
Code section in the HTML section pane of the JSFiddle editor:
https://onetrust.sharepoint.com/:w:/g/learningdevelopment/EQYLvZpcQP1MtKwPbS-
evYgBzSv8bLCobLqesyo7FfQhaA?e=k05rNh

- Click Tidy in top right of HMTL section pane if HTML code is unformatted
- In OneTrust, Navigate to Universal Consent > Collection Points > Expert Cert Webform > Integrations >
SDK > Form Fields Mapping >> Edit >> Create New Version if you Published the Collection Point earlier
>>> FirstName > change to lower case f
>>> LastName > change to lower case l
- Identifier ID > exampleInputEmail1
5. >> Save

6. SDK Integration > Step 1: Copy

7. In JSFiddle, Paste the code within the <head> tag of the webpage and before <title>. (Looks like: <head>) >
Click Tidy

8. Grab Example Script under SDK Integration: <form class="ot-form…..post >> Paste over <form> (from line
(tag) 101) -- put a close " after post and add >

9.
10. Click Tidy > Run (top left corner) > Fill out form with your email > Submit

11. Navigate to OneTrust > Data Subjects > Refresh the page > The email you submitted through the webform
should now be visible > Click into the email > You should also see the First and Last Name data elements
added
API Integration with Reqbin

1. Navigate to Universal Consent > Collection Points > Expert Cert Webform API Integration > Integrations
2. Navigate to https://reqbin.com
3. Change the request call from GET to POST
4. In OneTrust > Copy the URL of the Collection Point > Paste in the URL for Reqbin

5. In OneTrust > Copy API Token of the Collection Point

6. In Reqbin navigate to the Headers tab > Type apiToken: > Paste OneTrust API Token after colon

7. In Reqbin navigate to Content > navigate to OneTrust > Copy the Expected Payload in the collection point > paste
in the content body
8. In Reqbin click Send (next to the URL)
9. In OneTrust Navigate to Universal Consent > Data Subjects > Check to see if a Data Subject with the email
example@otprivacy.com was created

HubSpot Integration

Set up HubSpot Account

1. Navigate to https://developers.hubspot.com/
2. Create a developer account
3. Create app developer account
4. Input First Name, Last Name, Email > Create Account
5. Verify Address
6. Create Password
7. It will ask for details on your company > please fill these out to move to the next steps
8. SKIP any suggested tutorials and clear out of pop-ups
9. Select Create a test account > Create app test account
10. Name the test account the first initial of your first name and your full last name – Example: jmaxwell
Create HubSpot Property for Upcoming Events and Activities Newsletter

11. Click into the new test account created

12. Navigate to settings (top right) > Properties (side menu)

13. Create property

14. Object Type: Contact > Group: Contact Information > Label: Upcoming Events and Activities Newsletter
15. Next > Field type: Single Checkbox **Make sure show in forms is checked >> Create
Create HubSpot Credentials

16. Navigate to the HubSpot main menu

17. Navigate to Settings > Integrations > API Key > Create Key > Copy the Key

18. Navigate to OneTrust > Integrations > Credentials > Add New > System: HubSpot > Next > Credential Name:
HubSpot Api Key > Credential Type: ApiKey > Protocol: HTTPS > Hostname: api.hubapi.com > Value: the API key
generated from HubSpot >> Save
Create OneTrust Preference Center to HubSpot Workflow Integration
19. In OneTrust > Integrations > Connections > Add New > Name: Preference Center Update To HubSpot > System:
HubSpot
20. Action 1. > Consent > Data Subject Profile Updated
21. Lookup: ${(event.payload.collectionPointGuid)!} > Operator: Equal To > Value: The UUID of the Preference
Center
1. To find this: Universal Consent > Preference Centers > HubSpot Preference Center > Integrations > the
UUID at the end of the link – Ex:
https://privacyportaltrain1.onetrust.com/ui/#/preferences/login/30699247-8665-4474-a8ec-
3337aec8a4e6
2. Change the [n] in the Lookup value to 0 > Done

22. Add Action > Logic > Conditional > Lookup: ${(event.payload.profile.TransactionStatus)!} > Note: Ensure the [n]
value in Lookup is set to 0 > Operator: Equal To > Value: ACTIVE > Done
23. Under If Yes > GET GetInfobyEmail > Select Existing Credential > HubSpot Api Key > Next > URL
https://api.hubapi.com/contacts/v1/contact/email/${(event.payload.dataSubjectEmail)!}/profile?hapikey=Hub
spot API Key gathered from Hubspot System > Method: POST > Body: See the following link under HUBSPOT
INTEGRATION ACTIVITY – If YES – Post to HubSpot:
https://onetrust.sharepoint.com/:w:/g/learningdevelopment/EQYLvZpcQP1MtKwPbS-
evYgBzSv8bLCobLqesyo7FfQhaA?e=k05rNh
1. Ensure that you update the Headers so Key = content-type and Value = application/json
24. Under If No > GET GetInfobyEmail > Select Credential > HubSpot Api Key > Next > URL:
https://api.hubapi.com/contacts/v1/contact/email/${(event.payload.dataSubjectEmail)!}/profile?hapikey=Hub
spot API Key gathered from Hubspot System > Method: POST > Body: See the following link under HUBSPOT
INTEGRATION ACTIVITY – If NO – Post to HubSpot:
https://onetrust.sharepoint.com/:w:/g/learningdevelopment/EQYLvZpcQP1MtKwPbS-
evYgBzSv8bLCobLqesyo7FfQhaA?e=k05rNh
1. Ensure that you update the Headers so Key = content-type and Value = application/json

25. Save > Activate > OK

26. Navigate to Universal Consent > Preference Centers > HubSpot Preference Center > Integrations > Copy the login
URL link – Ex: https://privacyportaltrain1.onetrust.com/ui/#/preferences/login/30699247-8665-4474-a8ec-
3337aec8a4e6

27. Open the link in a browser **make sure the preference center is saved and published & that Enable Preference
Centre Events is ON.

28. Type in your email address > You will receive an email granting you access to your preference center > Click the
login button in your email > In your preference center – disable (or enable) the Upcoming Events and Activities
Newsletter Purpose
29. Navigate to Integrations > Connections > Preference Center Update To HubSpot > Logs > and there you should
see a success message **if not, there was an error in one of the steps above.

30. If you see success – Navigate to HubSpot > Contacts > Contacts > Your name > View all properties (On the left,
middle of the page) > Search for Upcoming Events and Activities Newsletter – It should reflect your purpose in
OneTrust
Magic Link Activity

1. Go to Global Settings > Consent (left hand menu) > toggle on Enable magic links

2. Configure Collection Point Settings: Collection Point > Settings > Select Single Data Subject
Update Event Type
3. Build Hubspot Property: Hubspot > Settings (gear at right) > Properties > Add New
a. Object Type: Contact
b. Group Value: Contact Information
c. Label: Magic Link Token
d. Type: Text
e. Save
4. Get Hubspot API Key: Hubspot > Settings (gear at right) > Integrations > API Key > Copy into Text
Editor or Notepad

5. Build Integration Workflow: Integrations > Connections > Add New > Workflow Name = HubSpot
Magic Link > System = Generic > Create
a. “Add OneTrust Trigger” = Consent > Data Subject Profile Updated > Done
b. Click “Add Action”
c. Select “Http POST request” > Select Credential = “None” > Next
d. Complete the Actions in the Builder
i. Request URL (also available in activity doc) =
https://api.hubapi.com//contacts/v1/contact/email/${(event.payload.dataSubjectEm
ail)!}/profile?hapikey=APIKEY FROM STEP 4 ABOVE
ii. Headers = Key: Content-Type, Value: application/json
iii. Body = Paste from “Magic Link JSON” in activity document
e. Click “Finish”
f. Save > Activate