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How to Set Cookie Settings in Relevic
Updated over 2 months ago

Important note: You should look to update your privacy policy as well. For details, follow this article here.


A few of the personalization filters in Relevic rely heavily on cookies to track visitor behavior and deliver tailored experiences. This guide walks you through the process of configuring cookie settings, ensuring compliance with privacy policies, and setting the appropriate filters for your campaigns. Let’s get started.

What is a Cookie?

A cookie is a small data file stored on a user’s browser when they visit a website. Cookies allow websites to remember user information and preferences across sessions, improving user experience by providing continuity. They play a crucial role in web personalization, tracking visitor behavior, and delivering tailored content.

There are different types of cookies based on how they function and what purpose they serve. Here’s a breakdown of common cookie categories used by most websites:

  1. Strictly Necessary or Essential Cookies:

    • These cookies are required for the core functionality of a website, such as logging in or maintaining a shopping cart.

    • They are always enabled as they do not require user consent.

  2. Marketing or Advertising Cookies:

    • These track user behavior across websites to deliver personalized ads and measure campaign effectiveness.

    • Consent is required before these cookies are activated.

  3. Analytics or Performance Cookies:

    • These gather insights about how visitors interact with the website, such as page views or time on site.

    • This data helps improve website performance and user experience. Consent is usually required.

  4. Functional Cookies:

    • These cookies store user preferences (e.g., language or login information) to offer a more personalized experience.

    • Depending on usage, these may or may not require consent.

How Relevic’s Cookies Fit into These Categories

Relevic’s cookies can fall under analytics or marketing cookies based on how you've setup consent categories on your end.

  • Analytics Cookies: If used to measure interaction with personalized content or campaign performance.

  • Marketing Cookies: If used to display targeted offers or content tailored to individual users.

Recommendation: Consult your legal team or relevant personnel to determine the appropriate category for Relevic’s cookies in your consent management platform to ensure compliance with privacy policies like GDPR and CCPA.

Step-by-Step Guide to Configure Cookie Settings in Relevic

Step 1: Access the Cookie Settings

  1. Log into your Relevic dashboard using your credentials.

  2. Navigate to the "Configurations" tab on the left-side menu.

  3. Click on the "Cookies" tab at the top of the page under "Embed Code."

Step 2: Enable or Disable Cookie-Based Filters

  1. Select whether to use cookie-based filters:

    • Yes: Enables tracking and personalization with cookies. This is recommended for optimal personalization.

    • No: Disables cookie-based tracking. Certain filters like visitor behavior filters, cookie filters, and variable filters will not function.

Step 3: Specify How Cookies Are Implemented on Your Website

  1. In the "How have you implemented cookie tracking?" dropdown, select one of the following:

    • Custom Built: Choose if you have a self-developed cookie management system.

    • Third-Party: Select if you use platforms like OneTrust or CookiePro for consent management.

  2. If using a third-party tool:

    • Contact Relevic support through chat or email for integration assistance.

Step 4: Set Cookie Lifespan

  1. If Custom Built is selected, the system will ask:
    "How long shall we save the cookie on your client’s browser?"

  2. Choose from the following options:

    • 90 days (3 months)

    • 180 days (6 months)

    • 360 days (1 year)

Step 5: Provide Domain Name and Button IDs

  1. Enter your domain name where Relevic is implemented.

    • Example: https://example.com/

  2. Provide Button IDs for your cookie banner:

    • Accept Button ID: e.g., accept-cookie

    • Reject Button ID: e.g., reject-cookie

These IDs ensure that Relevic respects user consent. If a visitor rejects cookies, cookie-based personalization will be disabled.

Step 6: Managing Advanced Consent Settings

If your site uses complex consent management (e.g., different categories for marketing, analytics, and strictly necessary cookies), we would need Button IDs for each category to ensure Relevic aligns with your consent policy.

Please reach out to Relevic support in this case and we'd be able to pick this up together with you. :)

Step 7: Save Your Settings

Once all fields are complete, click "Save" to apply your cookie settings.

Conclusion

Configuring cookie settings in Relevic ensures that your personalization campaigns align with privacy policies and user preferences. By following this step-by-step guide, you can effectively implement cookie tracking and deliver tailored experiences to your visitors. If you encounter difficulties, Relevic’s support team is available to assist you in integrating your cookie policies seamlessly.

FAQs

  1. Are there legally possible ways to declare Relevic's cookies as essential?
    If you define Relevic's cookies in the essential category, you can execute the Relevic code without the visitor’s consent. We have customers who have added Relevic in the Strictly Necessary category, but we recommend you consult with your legal counsel.

  2. What kind of cookies are used by Relevic?
    Relevic uses different cookies, each storing a different set of data. However, the cookies do not store any personally identifiable information. To learn about the different cookies stored by Relevic, click here (coming soon :).

  3. Is the product compliant with the required standards?
    Yes, Relevic complies with data privacy rules. Read more about Relevic's compliance here.

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