Title: A few questions to help get started
Last modified: April 24, 2018

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# A few questions to help get started

 *  Resolved [ecologic](https://wordpress.org/support/users/ecologic/)
 * (@ecologic)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/)
 * Hello and THANK YOU for this plugin, it looks like a good start.
 * 1) I attempted to use the “close account” feature and it redirected me to: [https://divi.uplyft.ca/wp-admin/admin-post.php](https://divi.uplyft.ca/wp-admin/admin-post.php)
   but the page was blank and nothing happened. When I checked the Backend, there
   was no entry in the “Erasure” section and I did not receive an Email confirming
   the request.
 * 2) Where is the php/html/css that outputs the Form Controls for `[gdpr_request_form
   type="$type"]` I’d like to apply styles to them.
 * 3) Where are the Email templates stored? I’d like to style them as well so that
   they contain the proper branding.
 * 4) How do we use the Cookies and Consent sections in the General Settings area?
 * 5) Instead of forcing the entire site into a iframe and forcing the visitor to
   click the buttons on first visit, can we use a banner instead? Is there an example
   of how to do that?
 * 6) is it possible to use the “opt out” choice of a visitor to prevent Facebook
   Pixels and Google Analytics cookies from firing?
 * Thank you kindly in advance for any guidance or tips.
    -  This topic was modified 8 years, 1 month ago by [ecologic](https://wordpress.org/support/users/ecologic/).
 * The page I need help with: _[[log in](https://login.wordpress.org/?redirect_to=https%3A%2F%2Fwordpress.org%2Fsupport%2Ftopic%2Fa-few-small-errors%2F%3Foutput_format%3Dmd&locale=en_US)
   to see the link]_

Viewing 10 replies - 1 through 10 (of 10 total)

 *  Plugin Author [Fernando Claussen](https://wordpress.org/support/users/fclaussen/)
 * (@fclaussen)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10214608)
 * Hi [@ecologic](https://wordpress.org/support/users/ecologic/),
    Thank you for
   your interest in our plugin.
 * I’ll do my best to answer your questions.
 * 1 – This should never happen. If this is happening, a script error occurred. 
   Can you turn wp_debug and wp_debug_log and try again? Then check the debug.log
   file that gets created in the wp-content folder and let me know what the error
   is?
 * 2 – I haven’t styled any of those forms so they would pick up the theme styling.
   You can style them using your theme CSS.
 * 3 – The emails can be overwritten by creating a folder on your theme called `
   gdpr/email/`. Navigate to `plugins/gdpr/templates/email/` and copy all files 
   there to the folder you created. You can now start editing the file contents.
   Just keep in mind that some of the content there is essential, like links and
   so on.
 * 4 – Take a look at our [documentation](http://gdpr-wp.com/knowledge-base/). I
   explained there how to use it. Let me know if you still have questions on this
   so I can improve the documentation.
 * 5 – It’s not an iframe, just a div on top of everything. That is only supposed
   to show when a user logs in and doesn’t have the privacy-policy consent saved
   in their database record. New users who register should have this already. If
   you are using a custom form, you can also check the documentation on how to display
   the consent checkboxes and how to save those to a user.
 * 6 – Not sure if I understood, but the way it is supposed to be is when a user
   first lands on your site, nothing should run ( for this you need to wrap your
   blocks of code in our helper functions. Check the documentation for examples )
   and only after they opt-in these features start working.
 * Let me know if the [documentation](http://gdpr-wp.com/knowledge-base/) doesn’t
   solve most of your issues and questions.
 *  Thread Starter [ecologic](https://wordpress.org/support/users/ecologic/)
 * (@ecologic)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10214647)
 * Thank you!
 * I’m going to be diving deeper into your answers shortly. I will turn on debugging
   and reply shortly.
 * I have another question. I notice that you are storing the GDPR info in the user-
   meta table. I’d like to setup zapier to fire triggers when rows in a MySQL Database
   >Table are modified, specifically, if a user requests to download their data 
   or close their account. Is there any data that you store in user-meta table that
   I can use to detect those two cases?
 * Again, a HUGE THANK YOU for this plugin. I hope everyone is feverishly donating
   to you!! I will ASAP.
 *  Thread Starter [ecologic](https://wordpress.org/support/users/ecologic/)
 * (@ecologic)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10214695)
 * Arg,
 * I added both:
    `define(‘WP_DEBUG’, true); define(‘WP_DEBUG_LOG’, true);’ to wp-
   config but no debug log ever appears in /wp-content/
 * Is it possible other plugins prevent the debug log from being written?
 *  Plugin Author [Fernando Claussen](https://wordpress.org/support/users/fclaussen/)
 * (@fclaussen)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10214727)
 * Hmm. I never considered Zapier when building this. But if a notification is what
   you need, there is a pull request happening on our Github repository that is 
   adding a notification when someone places a request. And there is also a future
   update where you will be able to block users from automatically deleting themselves
   from the site so you can review and remove them from third-party services. When
   someone requests something I add a key to their user meta. When they confirm 
   that key is removed. Keep in mind that after 48 hours, this key will be deleted
   so the user not necessarily confirmed the request.
 * Another thing you could do is look into the options table. I add requests there
   and change the request status to confirmed when needed.
 * Hmm… That’s weird. Any chance you can give me access to your environment so I
   can try and debug? If possible, send the information to [fclaussen@trewknowledge.com](https://wordpress.org/support/topic/a-few-small-errors/fclaussen@trewknowledge.com?output_format=md)
   and I’ll try to find out what is going on.
 *  Thread Starter [ecologic](https://wordpress.org/support/users/ecologic/)
 * (@ecologic)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10215432)
 * Some clarification if you can.
 * I followed the instructions to identify and categorize my cookies. I then added
   those cookie categories and entered which cookies fall under each category. Let’s
   say I created 3 categories, one is strictly necessary, analytics and user experience.
 * 1) What does that toggle “Always Active” do?
    2) Does the plugin automatically
   give the visitor the option to disable the cookie categories I’ve now created
   or do I have to build a form that updates that information? Not entirely clear
   here. 3) Do you have a recommended workflow for correctly and completely implementing
   the plugin? By that I mean, it’s unclear to me (after installing and activating
   the plugin) the set of tasks that are required to implement the full functionality
   in the plugin and determine if it is working as it should be. 4) Not really clear
   how to correctly implement consent management. If you have a contact form on 
   your contact page (and that’s the only place where name/email are collected),
   does the plugin ask the visitor to consent when they hit anywhere on your site
   or just the contact page? And if I understood the documentation, it says that
   we’re supposed to remove the contact form entirely if they don’t consent?
 * I understand you’re super busy and helping others, so I’m grateful for whatever
   time you can spare to help me understand this process.
 * Cheers,
 *  Plugin Author [Fernando Claussen](https://wordpress.org/support/users/fclaussen/)
 * (@fclaussen)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10217660)
 * 1) The always active is an indicator that those cookies need to be set for the
   site to work. So when they save their privacy preferences for the first time,
   they will not have the option to uncheck those.
 * 2) There is the privacy preferences center. You can access this from the privacy
   bar that appears when you land on the site (if you filled out the settings with
   the text and so on) and there is also a function and shortcode that creates a
   button that opens this preference center. You can check available functions and
   shortcodes here: [http://gdpr-wp.com/knowledge-base/functions-shortcodes/](http://gdpr-wp.com/knowledge-base/functions-shortcodes/)
 * 3) I should probably add this to the documentation as a step by step guide. Here
   goes a simplified step by step:
    1. Navigate to the plugin settings page.
    2. Pick your privacy policy page and save.
    3. Create your consent types.
    4. Figure out which cookies your site is using and register them at the plugin 
       settings ([click here for help with this](http://gdpr-wp.com/knowledge-base/registering-cookies-and-how-to-find-them/))
    5. Find where your cookies are set and wrap the code that creates them with our
       helper function `is_allowed_cookie( 'cookie_name' )`. [Read more on available functions](http://gdpr-wp.com/knowledge-base/functions-shortcodes/).
    6. Find where on your page you need a specific consent and wrap the code with our
       helper function `has_consent( 'consent_id' )`. [Read more on available functions](http://gdpr-wp.com/knowledge-base/functions-shortcodes/).
    7. Write your privacy policy on the page you selected before and add the different
       types of request forms. You can find shortcodes for those [here](http://gdpr-wp.com/knowledge-base/functions-shortcodes/)
 * I guess this is it. After this is just a matter of using the tools available 
   on the dashboard to fulfil your users requests.
 * 4) You can modify your form to include a consent checkbox there. You can also
   block form submission if that checkbox isn’t checked. Meaning that the only way
   to send an email is by giving consent. Just make sure the text for this checkbox
   explains why you ask for their name and that you will receive that information
   via email, which goes through an email server and so on. Not going to get deep
   into the law here because that is not my place. Just make sure everything is 
   clear. You don’t have to hide your form, you can have this checkbox there or 
   you can via PHP or javascript hide/show whatever you feel like and replace with
   a message and possibly the button for the privacy preference center. You have
   many options. It’s up to you to decide how you want your website flow to be and
   apply it.
 * I really don’t mind help you guys out with these questions. I understand this
   is all very new and confusing.
 * Let me know if you need further assistance and I’ll be happy to help.
 * Your input is important for me to know what I should write in our [documentation](http://gdpr-wp.com/knowledge-base/).
 *  Thread Starter [ecologic](https://wordpress.org/support/users/ecologic/)
 * (@ecologic)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10218480)
 * Amazing! Thank you.
 * In terms of setting consent types, I’m still unclear what the intention is. Are
   these the different legal consent types or more like
    – consent to submit name/
   email for contact forms – consent to submit name/email for lead magnet – consent
   to submit shipping address for online sale – consent to submit project details
   for a proposal/estimate – consent to share name/email with webinar host – concent
   to store and share Email with Mailchimp for Newsletters – consent to store name/
   email with chatbot to improve user experience?
 * What happens in the case where I use a service like LeadPages.net to capture 
   leads? LeadPages is the controller and processor. But then I use zapier to push
   that information to my CRM to follow-up. What kind of consent is that? And where
   do I put that consent notification?
 * Thank you heaps for your help and guidance!
 *  Plugin Author [Fernando Claussen](https://wordpress.org/support/users/fclaussen/)
 * (@fclaussen)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10218538)
 * Consent is everything you need from your user and you feel like they should have
   the option to not give the information to you. Ideally, everything besides your
   privacy policy would be optional.
 * So for instance, tracking my site with google analytics. Then the user will consent
   or not.
 * For simple contact forms, you can simply add a checkbox with explanatory text
   of why you are collecting that data and what you are going to do with it. That
   checkbox locks the submit button so the only way to move forward is giving consent.
 * I can’t help you regarding the LeadPages.net situation. You should look for legal
   counsel on how to handle your own needs. The plugin is a helper tool to get you
   there easier.
 *  Thread Starter [ecologic](https://wordpress.org/support/users/ecologic/)
 * (@ecologic)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10218616)
 * Thank you! I’m so sorry, I’m a little thick…
 * … that doesn’t answer my general question with how I should use the plugin’s 
   consent management section.
 * There are 4 fields: name, required, description, message.
 * Currently, the user is required to consent to the Privacy Policy. I get that.
   
   You’re also saying that I should handle form-level consent at the form. You also
   said that google analytics should be consented to, but I thought that was handled
   in the cookies section?
 * So, I’m not understanding how to use this section appropriately. If the point
   is to track consent, then my intuition says that form-level consent should be
   on this section somehow. If you could provide a couple of examples that demonstrate
   how you would use the section for a realistic client, it would be very helpful.
 * Thank you!
 *  Plugin Author [Fernando Claussen](https://wordpress.org/support/users/fclaussen/)
 * (@fclaussen)
 * [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10218648)
 * Think of it this way,
 * Consent is the high-level permission and cookies is the low-level permission.
   
   I can give you my consent to track how I use the site by agreeing to an Analytics
   consent. But at the same time, I do not agree to have GA set their cookie on 
   my computer. That way I am giving you my consent for tracking but not allowing
   GA in particular, while other possible tracking systems will be free to use.
 * You can set form submission consent to be stored by this component too if you’d
   like. That way, if consent is not given, you can display a message asking for
   it with the button that opens the privacy preference options.
 * What I’m trying to say is that there are multiple ways of dealing with consent
   and forms. If you choose to add a checkbox to the form, fine, it will block the
   form from submitting. If you choose to register the consent for form submission
   where you explain that you will capture email, name, etc and you display a nice
   message asking for consent before displaying the form, that’s also great. Probably
   the recommended way of handling this.
 * But again, I’m not a lawyer, you should seek legal counsel. Having a checkbox
   on the form might not be enough and you should really register the consent on
   the plugin.

Viewing 10 replies - 1 through 10 (of 10 total)

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 * Last reply from: [Fernando Claussen](https://wordpress.org/support/users/fclaussen/)
 * Last activity: [8 years, 1 month ago](https://wordpress.org/support/topic/a-few-small-errors/#post-10218648)
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