"Integrated Model" - Sourcepoint

Configuration in Sourcepoint console

This section provides guidance for both:

• Clients that want to start from a new template → follow section “Enable “Utiq_Template” to set up a new message in Sourcepoint within portal account” section; and

• Clients integrating Utiq into an existing consent message in Sourcepoint → follow “Integrate Utiq to an existing consent message in Sourcepoint within portal account” section.

If you need assistance, please contact csm@utiq.com.

Enable “Utiq_Template” to set up a new message in Sourcepoint within portal account

Sourcepoint’s team has created a “Utiq_Template”, allowing clients to easily start from this template directly in the message builder within their portal account.
Clients should let their Sourcepoint account manager know that they are integrating with Utiq so they can enable the template in the Sourcepoint master account.

Configuration steps for “Utiq_Template” in Sourcepoint

When “Utiq_Template” has been enabled, proceed with the following steps:

Vendor list configurations

1. Add Utiq as a custom vendor in the vendor list (Sourcepoint’s documentation here)

This change could trigger a reconsent on the clients site depending on their scenario settings. Please get in touch with your Sourcepoint account manager, if needed.

2. Add a “custom purpose” to the vendor list (Sourcepoint’s documentation here).

3. Make sure the legal basis for Utiq vendor is ‘user consent’ for the Utiq custom purpose. All other IAB/Custom purposes should be set as ‘not applicable’.

Message Builder configurations

4. The first half of Sourcepoint’s documentation here, shows how to get to the message builder in Sourcepoint portal and to press ‘+ new message’

5. Select ‘start from template’:

6. Select the template named ‘Utiq_Template’

7. Proceed to edit Utiq's text clickable elements as well as complete Utiq's text configurable elements.
   To edit the content, click on the text in the message builder and dropdown content from the right-hand side menu.
   To add a hyperlink, highlight the word in the content dropdown and click on the link icon (highlighted in blue) to enter the URL.
   Please press save and then refresh the campaign (in the campaign page) to push any first layer changes into production.
   You can find the Utiq's text clickable elements and Utiq's text configurable elements as explained in the sections below.

Integrate Utiq to an existing consent message in Sourcepoint within portal account

Configuration steps for integrating Utiq into an existing consent message in Sourcepoint

Vendor list configurations

1. Add Utiq as a custom vendor in the vendor list (Sourcepoint’s documentation here).

2. Add a “custom purpose” to the vendor list (Sourcepoint’s documentation here).

3. Make sure the legal basis for Utiq vendor is ‘user consent’ for the Utiq custom purpose. All other IAB/Custom purposes should be set as ‘not applicable’.

This change could trigger a reconsent on the clients site depending on their scenario settings. Please get in touch with your Sourcepoint account manager, if needed.

Message Builder configurations

4. Navigate to the message you want to integrate Utiq with

5. Add the Utiq logo (this must be positioned next to “technology partners”)
   To add the logo, you will need to add a full stop next to “technology partners.”
   Hyperlink the full stop. To add a hyperlink, highlight the word in the content dropdown and click on the link icon
   Add the following link url: https://sourcepointlink.com
   Add the below custom CSS into the CSS builder:

   CSS

   a[href="https://sourcepointlink.com"]{
     pointer-events: none !important;
     background: url('https://utiq.com/wp-content/uploads/2023/05/utiq-logo@2x.png') no-repeat !important;
     background-size: contain !important;
     width: 40px !important;
     height: 15px;
     display: inline-block !important;
     vertical-align: middle !important;
     margin: 0 3px !important;
   }

6. Add the Utiq text title and logo on the same line
   The text title can be added via a text component in our message builder.
   For the logo, add an image component and insert the Utiq URL in content: https://utiq.com/wp-content/uploads/2023/05/utiq-logo@2x.png

7. Add Utiq body of content
   The content can be added via a text component in our message builder.
   See guidelines here.

8. Proceed to edit Utiq's text clickable elements as well as complete Utiq's text configurable elements.
   To edit the content, click on the text in the message builder and dropdown content from the right-hand side menu.
   To add a hyperlink, highlight the word in the content dropdown and click on the link icon (highlighted in blue) to enter the URL.
   Please press save and then refresh the campaign (in the campaign page) to push any first layer changes into production.
   You can find the Utiq's text clickable elements and Utiq's text configurable elements as explained in the sections below.

Utiq’s configurations: set up the functionalities in the Utiq text

1^st layer

Utiq consent text (1^st layer)

Utiq consent text (1^st layer) for “Integrated Model” can be found here.

Languages supported

Utiq provides both translations and support for the following languages: EN, DE, ES, FR, IT, CA. Please add your translations directly into the Utiq template via Sourcepoint’s message builder.

Configurable elements

The Utiq consent text contains configurable element “Data Controller”.

You will need to populate dedicated configurable elements with your details:

• [DATA CONTROLLER]: Data Controller’s name and legal form → the legal entity that owns the website as mentioned on the website’s Privacy Policy page

Clickable elements

The Utiq consent text (1^st layer and Utiq purpose displayed in the 2^nd layer of the CMP) contains clickable elements.

You will need to implement hyperlinks that open in a new page for clickable elements within Utiq consent text:

• consenthub: https://consenthub.utiq.com/

• Utiq’s Privacy Statement: https://consenthub.utiq.com/pages/privacy-statement

• telecom operator / supported internet connection: the reference to participating telecom operators in scope within the Utiq consent text must be correctly hyperlinked and direct the user to the relevant section within Utiq’s Privacy Statement containing the list of all participating telecom operators per country → https://consenthub.utiq.com/pages/privacy-statement#telecom-operators 

• our other websites / listed here: the reference to other websites in scope within the Utiq consent text must be correctly hyperlinked and direct the user to the relevant section within the “Manage Utiq” page where there is the list of all such websites in scope (i.e., all websites that would make use of the same martechpass value) (see “2. Setup the dedicated “Manage Utiq” page linked via a footer hyperlink”).
  

Utiq requires the implementation of 2 sections in the “Manage Utiq” page (see “2. Setup the dedicated “Manage Utiq” page linked via a footer hyperlink“) listing the cross domain websites in scope and participating telecom operators:

• The reference to “our other websites”/ listed “here” in scope within the Utiq consent text must be correctly hyperlinked and direct thSourcepoint e user to a page listing all such websites in scope.

• The reference to “telecom operator” / “supported internet connection” within the Utiq consent text must be correctly hyperlinked and direct the user to the relevant section in Utiq’s privacy statement listing all telecom operators participating in Utiq technology → https://consenthub.utiq.com/pages/privacy-statement#telecom-operators

(1) Utiq logo next to "other similar technologies"

In case scrolling is required to view Utiq consent text, Utiq logo must be placed in a fully visible section of the CMP (logo must be clickable and, if clicked, to scroll automatically to the Utiq section).

The most logical place is expected to be next to the mention of use of similar tracking technologies.

Please add Utiq logo, using the following code:

(including <img style="height: 1em;" src="https://utiqcontent.com/website/logos/utiq-com.svg" alt="Utiq">)

(2 - 3) Utiq title, Utiq logo and Utiq consent text (1^st layer)

Add the Utiq title, Utiq logo and Utiq consent text (1st layer) in your Sourcepoint CMP 1^st layer.

Utiq purpose and Utiq vendor displayed in the 2^nd layer of the CMP

Utiq custom purpose

When you configure the Utiq custom purpose, please use the following text:

Utiq custom vendor

Utiq consent must be collected both for Utiq custom purpose and for Utiq custom vendor.

The legal basis for Utiq vendor is ‘user consent’ for the Utiq custom purpose.

Consent Validity Timeframe

The consent validity timeframe (the time after which consent should be re-requested) for Utiq consents for the Integrated Model is aligned with your CMP consent validity timeframe and up to a possible 13 month maximum period.

Technical implementation

Technical steps

Please follow the steps as described here to integrate.

Correct configuration of accept and reject functions

• The CMP must be configured to ensure that Utiq calls are only triggered if user accepts Utiq consent. This means if the user either clicks on:

  • "accept all" or

  • accept Utiq custom purpose

• Utiq technology must be off by default.

• No Utiq calls to enable the Utiq technology shall be triggered if a user clicks on reject option.

• Only strictly necessary cookies can be dropped if user clicks on reject option i.e., consent status.

Utiq consent withdrawal mechanisms

• 3 ways to withdraw Utiq consents:

  • via the CMP: by re-opening the CMP and changing the preferences, the users can withdraw Utiq consent.

  • via the consent revocation dedicated functionality hosted in the Manage Utiq page (see “Set up the user functionalities in the dedicated “Manage Utiq” page”).

  • via consenthub: https://consenthub.utiq.com/

Utiq script ensures synchronization CMP-consenthub-Consent withdraw function hosted in Manage Utiq page.

• Utiq SDK should be loaded on all site pages, to be able to ensure consent synchronisation of the user.

Function not to show main CMP in “Manage Utiq” page

To avoid prompting your CMP in the “Manage Utiq” page, please add the following configuration right before you Sourcepoint tag.

<script>
// Hide the CMP popup in the "Manage Utiq" page
if(window.location.pathname === "<manage_utiq_page_path>") {
  document.head.innerHTML = document.head.innerHTML + '<style>div#sp_message_container_<divId> { display: none !important; } </style>'; // Change <divId> with the respective ID on your CMP wrapping element
}
</script>

Where:

• <manage_utiq_page_path> is the URL path of the “Manage Utiq” page, e.g. if the page is hosted at https://<domain>/pages/manage_utiq then the path would be /pages/manage_utiq

• <divId> is the respective ID on your CMP wrapping element