Getting Started

Complete onboarding—account, property, install, scan, banner, compliance, and AI—in one guided path.

Dashboard overview after your first property is connected
Dashboard overview after your first property is connected

Welcome to CookieShift. Follow this path to go from a new account to a live consent banner, a cookie inventory, and records you can export for audits.

You do not need WordPress or developer experience to complete the basic setup. Choose the install method that matches your website.

What you will accomplish

MilestoneHow you know it worked
Website addedIt appears under Websites
Script installedModules shows Connected
Cookies discoveredScanner status is Completed
Banner liveVisitors see the banner on your site
Evidence readyYou can open Consent logs or export a report

Phase 1 — Account & property (15 min)

Sign in

Use email/password or Continue with Google. Verify email if your deployment requires it.

Add your first website

  1. WebsitesRegister Domain
  2. Enter production hostname (e.g. www.brand.com)
  3. Submit → note redirect to onboarding template or website list

Select property

Use the header property selector on every page. Wrong selection is the #1 cause of “banner didn’t update.”


Phase 2 — Install (15–45 min)

Choose one path:

MethodGuide
HTML / CMSConnect Your Website
WordPressWordPress
ShopifyShopify
ReactReact SDK

Confirm Modules shows Connected after deploy.


Phase 3 — Scan (10–30 min)

  1. Open Scanner
  2. Run Scan or Run Full Scan
  3. Wait for Completed
  4. Review Overview KPIs and Elevated risk
  5. Open Tracker Inventory → clear Unclassified

  1. Consent Setup → pick law (GDPR, CCPA, or registry search)
  2. Appearance — layout, colors, buttons
  3. Content — fill every category description
  4. Compliance — strict mode / Do Not Sell as counsel advises
  5. Save Changes
  6. Test in incognito (Accept, Reject, Customize)

Deep reference: Consent Setup.


Phase 5 — Compliance & proof (20 min)

TaskPage
Review score & issuesCompliance
Export PDF/CSVCompliance download buttons
Sample consent recordsReportsConsent logs
Dashboard trendDashboard (after traffic)

Phase 6 — Optional power features

FeatureWhen
AI AssistantDraft copy, classify, policy draft
TranslationsMulti-locale banners
Team ManagementInvite colleagues
BillingUpgrade for limits

RegionGuide
EU / UKGDPR Guide
California / USCCPA Guide
CategoriesCookie Categories

Checklist (printable)

  • Property created
  • Script connected
  • Scan completed
  • Unclassified < 5% of trackers (goal)
  • Banner saved & verified live
  • Compliance export stored
  • Legal reviewed copy
  • Team invited (if applicable)

Next steps

RoleRead next
MarketerDashboard, Consent Analytics
EngineerModules, React SDK
DPO / ComplianceCompliance, GDPR Guide
SupportFAQ, Troubleshooting