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Creating a Policy

Step 1: Go to Policy settings​

Dashboard → Property → Policy → Edit Policy

If this is a new property, a draft policy is created automatically with default categories.

Step 2: Configure categories​

Review the default categories:

  • Necessary — always active, no consent required
  • Analytics — performance measurement
  • Marketing — advertising and retargeting
  • Functional — preferences and non-essential features

You can rename categories, edit their descriptions, and add or remove categories. See Categories & Purposes.

Step 3: Assign vendors​

For each category, review the assigned vendors. Add vendors from the library or create custom vendors.

Policy → Categories → Analytics → Add Vendor

Step 4: Set region rules (optional)​

If your site has visitors from outside the EU, configure region rules to show different consent UIs (or no banner) by region. See Regions.

Step 5: Publish​

When your policy is ready:

  1. Click Publish Policy
  2. Confirm — this makes the policy live immediately
  3. Visitors will see the banner on their next visit (if no stored consent)
First publish

Publishing a policy for the first time does not immediately re-show the banner to visitors who consented under any previous setup (e.g. a previous CMP). Their consent will be treated as expired after 12 months.

If you're updating an existing published policy with material changes:

  1. After publishing the new version, go to Policy → Consent Reset
  2. Schedule a reset (optional) — forces re-collection from all users regardless of when they last consented