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 subdomainutiq.example.com
should be created and set to point tofrontend.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 theutiq.example.com
domain must allow theletsencrypt.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 VPNStaging 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