Articles on: Getting Started

4 Steps to Ensure Compliance

Step 1: Customer Privacy



To be compliant, you need to activate customer privacy from your store preferences. Head to your Shopify Admin > “Online Store” > “Preferences”, and under the “Customer privacy” section, choose the “Collected after consent” option and then Save.



If you have added Google Analytics from the Online Store preferences, you must check the Enhanced Ecommerce and then Save.





Open the app from the "Apps" heading on the left-side menu > "Settings" > "Banner" > “Behavior”, and on the top, you can select the Banner Type / Consent Mode.

To comply, we recommend you select Accept/Decline or Accept only.



Note: If you are on any paid plan, we recommend selecting Preferences (which is more detailed). Under the Preferences, please select the Strict policy and make sure at least the Decline and Accept buttons are checked for you.



Step 3: Privacy Policy Page



Our cookie banner is good to have a link to your privacy policy page. Creating a Privacy Policy page that follows all the necessary rules to be compliant can be quite a burden to carry, and you probably have no time or resources needed to do it the right way. So if you still need one, the good news is that you can proceed with just a few clicks in seconds by following our guide here.

Once your privacy policy page is ready, you can link it directly to the banner. Open the app from the "Apps" heading on the left-side menu > "Settings" > "Banner" > “Behavior”, and scroll down on the Privacy Policy Link area.



When you click on the area of the link, a dropdown will open with all the store pages. From the list, you can select your privacy policy link. Also, with the link on the top of the link, you can preview the selected page or even refresh the dropdown pages.

Note: if your store has multiple domains or languages, you must use a relative path for your privacy policy page link. To do so, you can clear the link field by clicking the x on the right, and then you can type the relative path of the privacy policy page starting with a slash and then select the option "Create '/......'".



Step 4: Customer data requests Page



The customer data requests page is your final step. To keep transparency, you need to ensure your visitors are fully aware of what data is being collected and how it’s being used, and also give them the option to update their consent and make any requests regarding their personal data collected on your store.

The Customer Data Requests form needs access to the Customers & Orders data to function correctly. So the first step is to provide the necessary permissions to our application by clicking the Grant access button.



As mentioned in the installation guide, this page can be created in two ways.

The quickest way is with the code snippet. Open the app from the "Apps" heading on the left-side menu > "Settings" > "Customer data requests", and on the top, you can click on the "View instructions" button. On the popup, copy the snippet code.

<div id="pandectes-dsr-container"><!-- leave empty --></div>
<script src="https://s.pandect.es/scripts/pandectes-dsr.js"></script>


Then on the left-side menu, open Online Store > Pages. Click "Add Page" on the top right and put as a title Customer Data Request or Data Subject Requests (or any other title you want). In the Content, click the right button that says "Show HTML" and in the textarea, paste the code snippet. Finally, Save from the top right.



💡 Need more help? Get support by chatting with us from inside the app or by sending us an email.

Updated on: 31/01/2023

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