Banner and Policy Templates

Templates let you create standard banner and policy configurations that can be deployed to multiple sites at once. This is a Pro plan feature designed for agencies.

What Are Templates?

A template is a saved configuration that includes:

Banner template - Layout, colors, text, consent categories, and branding settings

Policy template - Privacy policy and cookie policy configurations

Combined template - A banner template + policy template packaged together

Creating a Banner Template

1. Go to Templates in the sidebar 2. Click New Banner Template 3. Give it a name (e.g. "Standard GDPR Banner" or "Client Default") 4. Configure all banner settings just like you would for a single site 5. Set which fields are locked vs unlocked 6. Click Save

Field Locking

This is the key feature that makes templates powerful for agencies. You can lock specific fields so they cannot be overridden when the template is pushed to a client site: Locked fields (compliance-critical settings):

Consent categories and their order

Legal text and descriptions

Consent mode (opt-in vs opt-out)

Required regulatory text

Unlocked fields (brand customization):

Primary color and background color

Logo

Button text

Custom CSS

When a template is pushed to a client site, the client can only modify unlocked fields. Locked fields are enforced at the API level - override attempts are rejected.

Creating a Policy Template

1. Go to Templates > Policy Templates 2. Click New Policy Template 3. Configure the policy wizard answers 4. Lock jurisdiction-required fields 5. Save

Combined Templates

A combined template bundles a banner template and a policy template into a single deployable package. This is useful when you want to ensure a client site always has a matching banner and policy configuration. 1. Go to Templates > Combined Templates 2. Select a banner template and a policy template 3. Give the combined template a name 4. Save

Template Versioning

Every time you save a template, a new version is created. You can:

View the history of changes

Compare versions (field-level diffs)

Roll back to a previous version

Using Templates

Templates are deployed via the Push-to-Many feature. Select a template, choose target sites, review the changes, and deploy.

Best Practices

Create a base template with all compliance defaults locked

Create industry-specific variants (e-commerce, SaaS, healthcare)

Keep unlocked fields limited to visual branding

Use combined templates to ensure banner + policy consistency