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Hupspot consent banner setup guide

How to Set Up the New Hubspot Consent Banner Editor

The new Hubspot consent banner editor makes it easier to manage cookie consent, customize messages, and stay compliant with privacy regulations across your website.

This step-by-step guide explains how to turn on the new editor, configure cookie categories, customize the banner layout, and publish your consent experience.

Overview of the New Hubspot Consent Banner

The updated consent tools are designed to help you align with regulations like GDPR and ePrivacy by collecting and storing visitor consent for tracking cookies and similar technologies.

From a single settings area, you can:

  • Enable or disable the new consent banner experience.
  • Choose banner type and layout.
  • Configure cookie categories and consent behaviors.
  • Customize texts, colors, and buttons.
  • Preview and publish your changes.

Before editing the banner, confirm that you have the necessary account permissions to modify privacy and tracking settings.

Accessing the Hubspot Privacy & Consent Settings

To start configuring the new banner, open the privacy and cookie tools in your account settings.

  1. Sign in to your account.
  2. In the main navigation, go to Settings.
  3. In the left sidebar, select Privacy & Consent or the relevant tracking settings section.
  4. Locate the cookie consent banner area that controls website tracking.

From here, you can switch to the updated experience and begin customizing your banner.

Enabling the New Hubspot Consent Banner Editor

If your account still uses the legacy banner, you may see an option to upgrade to the new editor.

  1. In the consent banner section, look for an option referencing the new editor.
  2. Click the toggle or button to activate the updated banner experience.
  3. Confirm any prompts that explain the differences between the old and new banner behavior.

After enabling the new tools, you will see a modern interface for editing layout, wording, and cookie categories.

Configuring Cookie Categories in Hubspot

The consent banner works with cookie categories that determine how scripts are loaded and when tracking can occur.

Typical cookie categories may include:

  • Essential: required for basic site functionality and usually cannot be disabled.
  • Analytics: used to measure site performance and visitor behavior.
  • Functional: used for personalization, chat tools, or enhanced features.
  • Advertising: used for remarketing, ad networks, and cross-site tracking.

How to Edit Cookie Categories in Hubspot

  1. In the consent banner editor, open the Cookie categories or similar tab.
  2. Review the default categories created by the system.
  3. For each category, review or edit:
    • The category name and description.
    • Whether it is required (essential) or optional.
    • How consent is requested (e.g., opt-in vs. opt-out, where applicable).
  4. Save changes to make sure the banner displays the correct information to visitors.

Be sure that descriptions are clear and accurate so visitors understand what they are consenting to.

Customizing the Hubspot Consent Banner Layout

The new editor lets you control how the banner appears to visitors, including position, design, and interaction options.

Choosing Banner Type and Position

  1. Open the Design or Layout tab within the editor.
  2. Select a banner style, such as:
    • Bottom bar banner.
    • Top banner.
    • Center modal or pop-up.
  3. Choose how the banner behaves when users scroll or interact with the page.

Your choice should reflect your legal needs and user experience goals.

Editing Text and Buttons in the Hubspot Banner

  1. Open the Content, Texts, or similar tab.
  2. Edit the following elements to match your tone and compliance requirements:
    • Main headline or title text.
    • Body copy that explains cookie usage and data processing.
    • Button labels such as Accept all, Reject, or Manage preferences.
    • Links to your privacy policy or cookie policy.
  3. Use clear, concise language that explains why cookies are used and how visitors can change their settings.
  4. Save your edits regularly to avoid losing any changes.

When linking to your detailed policy, confirm that the URL is correct and up to date.

Setting Consent Behavior and Regional Rules in Hubspot

Many sites must show different consent behavior depending on a visitor’s location or on the type of cookies used.

Defining Consent Modes

  1. In the consent banner settings, locate the section for consent behavior or modes.
  2. Select how the banner should behave, for example:
    • Require explicit opt-in before non-essential cookies load.
    • Allow implied consent after interaction with the site, if allowed by your legal framework.
  3. Apply any recommended defaults that match regulations relevant to your organization.

Always consult legal guidance to ensure that the consent mode you choose is appropriate for your jurisdiction and audience.

Configuring Regional Targeting

  1. Open any Region or Localization settings within the consent tools.
  2. Specify which regions should see the consent banner, such as EU/EEA visitors.
  3. If available, configure different banner behaviors for different regions (for example, stricter rules for the EU).
  4. Save your regional settings and confirm that geotargeting rules are clearly documented for your team.

Regional configuration helps you avoid showing intrusive banners where they are not required while maintaining compliance where regulations apply.

Previewing and Publishing Your Hubspot Consent Banner

Before going live, use the preview tools to validate content, layout, and behavior.

Preview the Banner

  1. In the editor, click Preview or open a dedicated preview mode.
  2. Review how the banner appears on desktop and mobile views.
  3. Verify that:
    • Copy is readable and correctly localized.
    • Buttons are clearly labeled.
    • Links open the correct policy documents.
    • Cookie categories and preference center (if available) function as expected.

Publish the Banner

  1. Once you are satisfied with the preview, click Publish or Save and publish.
  2. Allow a few moments for changes to propagate across your live pages.
  3. Open your website in an incognito or private browsing window and confirm that the banner appears correctly for a new visitor.
  4. Test accepting, rejecting, and managing preferences to ensure all actions record consent properly.

If your site uses multiple domains, check that the banner behaves correctly on each domain and subdomain configured in your account.

Maintaining and Updating Your Hubspot Consent Settings

Consent requirements, tools, and your own tracking setup may evolve over time. Plan to review your configuration regularly.

  • Audit cookie categories whenever you add or remove tracking scripts.
  • Update banner text if your privacy policy or data practices change.
  • Retest across devices after major design updates or template changes.
  • Document internal procedures for handling visitor requests related to consent.

Continuous review helps maintain both compliance and trust with your visitors.

Additional Hubspot Resources and Help

For detailed, product-specific instructions on every option in the new consent editor, you can refer directly to the official documentation at the Hubspot knowledge base. That page is updated as new features are released.

If you need strategic support planning your tracking, analytics, and privacy implementation beyond the default setup, consider consulting a specialist. The team at Consultevo provides guidance on configuration, data strategy, and compliant deployment across your site stack.

By following the steps above and periodically reviewing your configuration, you can use the new consent banner editor to provide a transparent experience for visitors while capturing reliable data within your account.

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