Onboarding Process

Prerequisites

For any processing to be allowed by Utiq, first, a Data Processing Agreement (DPA) must exist between Utiq and the Brand or Publisher.

Please contact our Customer Success team at csm@utiq.com to get directed to the appropriate person from our Commercial team to guide you through the process.

Checklist

A Brand or Publisher should provide the following information to Utiq to enable the service:

• Provide Commercial Contact: The email address of the person(s) that Utiq can contact for commercial issues

• Provide Technical Contact: The email address of the person(s) that Utiq can contact for technical issues

• Provide DPO Contact: The email address of your DPO (Data Protection Officer)

• Data Controller: The legal entity that appears in the domain(s)' Privacy Policy page

• Domain: Domain name(s) (e.g. example.com), all top level domain(s) that are in scope, production and staging ones

• Confirm CNAME creation: For each of the domains in scope a Utiq subdomain should be created, e.g., for domain example.com a subdomain utiq.example.com should be created and set to point to frontend.prod.utiq-aws.net. The default setup for the SSL certificate uses Let’s Encrypt and is management automatically by the Utiq platform.
  Important: if you’re using CAA records, as a minimum the utiq.example.com domain must allow the letsencrypt.org domain. For more information see Let’s Encrypt CAA records documentation.
  This sub-domain is required to manage server set 1st party cookies and to limit service and data access, i.e. use the browser’s domain enabled security, for example, CORS.

• Sub-Domains: Sub-Domains you plan to integrate (e.g. sub1.example.com, sub2.example.com)

• Domain Production: Let us know which domain(s) is a production one or not (e.g. staging)

• Cross-domain martechpass: Do you need same martechpass for user on domains of same Data Controller?

• AMP Pages: Does the domain(s) has AMP (Accelerated Mobile Pages) version?

• Stack CMP: The CMP (Consent Management Platform) the domain is using

• Utiq Model: The method of Utiq model - Integrated or Separate

• Utiq Trigger: The method of Utiq triggering - Direct or Next Session (if Separate model)

• URLs Manage Utiq: URL where the domain will host "Manage Utiq" page, ideally with pattern as our docs

• URLs Privacy Page: URL of the domain Privacy Policy page, where Utiq's privacy policy text will be added

• Staging Environment: Domain(s)' staging details (e.g. http://example.com/?testUtiq=1, stg.example.com or stgexample.com)
  Note: Utiq will not be able to test the integration if the website is behind a firewall or VPN

• Staging Username: Username if required on staging environment

• Staging Password: Password if required on staging environment

• KPIs Monthly Unique Users: Unique users of the domain(s) on an average month

Onboarding Process

Once all the information in the above checklist is received, our Customer Success Team will arrange with our Engineering Team for all the necessary steps to be completed to enable the testing of the service.

Then, you will be provided with one or more testing stubs to test the service.

Once the testing is completed successfully (including the “Utiq Privacy Requirements”), the service will be enabled for live traffic at a mutually agreed date and time.

For any questions please contact Customer Success