Use Converly with OneTrust

OneTrust is a cookie consent tool used by a lot of larger businesses. It shows your visitors a cookie banner and stops tracking scripts from running until they say yes.

Converly works with OneTrust, so visitors who accept targeting cookies (OneTrust's name for marketing cookies) are tracked as normal and visitors who decline aren't tracked at all.

To set it up, follow the instructions below:

Step 1: Find your targeting cookies ID

OneTrust gives each cookie category an ID. The first step is to find the ID of your Targeting Cookies category, because that's the one Converly belongs in.

In OneTrust, go to Cookie Consent in the menu, then select Categorizations and open the Categories tab. Each category is listed with its ID next to it. For most accounts the Targeting Cookies ID is C0004, but it can be different if your categories have been customised, so it's worth checking.

Step 2: Mark Converly as a targeting script

The next step is to find where you pasted the Converly code on your website (usually your website builder's head code box, or a header code plugin on WordPress). It should look something like this:

<script src="https://js.converly.io/v1/loader.js?key=YOUR_SITE_KEY"></script>

Simply add 2 things to the start of the code, type="text/plain" and class="optanon-category-C0004", so it looks like this:

<script type="text/plain" class="optanon-category-C0004" src="https://js.converly.io/v1/loader.js?key=YOUR_SITE_KEY"></script>

If your Targeting Cookies ID from Step 1 isn't C0004, use your ID instead.

Important: Make sure NOT to change anything else in the code, especially the part after key=. That's the key that is unique to your site, and if it changes, Converly won't track anything.

Then save your changes and publish your site.

The only slight oddity to be aware of is that OneTrust's own code needs to load before Converly. OneTrust's setup instructions already ask you to put it at the very top of your site's head code, so if you followed them you're all set.

Step 3: Test it works

That's it! The final step is to test it, and it only takes a couple of minutes.

First, open a new incognito window (or private window) and go to your website. When the cookie banner appears, decline marketing cookies. Then submit a test entry through one of your forms.

Now open the Activity page in Converly. The test entry should NOT appear there, because Converly never ran for that visitor.

Next, close that window, open another new incognito window, and go to your website again. This time accept marketing cookies (or click accept all), then submit another test entry. Head back to the Activity page, and this time the test conversion should show up within a moment.

If both of those happen, your cookie banner is holding Converly back properly.