Question 1

How to generate a custom (footer) link

Accepted Answer

Steps to take to create a custom (footer) link to your Clym widget or Governance Portal

For many reasons, Clym's ability to generate custom link embed codes that work alongside your Clym widget and Governance Portal can help maximize your efforts toward data privacy and accessibility regulation compliance. Below are examples of various benefits of accompanying your Clym widget and Governance Portal with custom links, which can be used in the footer or any section of your website:

Some regulations, such as California's CPRA, may require a link that allows users to submit a "Do not sell or share my personal information" data subject request
To provide a shortcut that opens your Clym widget, which may provide a more accessible option for some users
To create a link to your Governance Portal, where your website visitors can manage their consent preferences for your website
To link directly to one of your legal documents, such as your Privacy Policy or Cookie Policy

Creating a footer link is an easy 3-step process:

Open your website settings
Navigate to your setup instructions
Create a footer link

1. Open your website settings

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upp

Question 2

How to understand Insights

Accepted Answer

Here is a breakdown of the different items on your Insights page

The Insights area of your dashboard helps to provide statistics and data about your website visitors. In this snapshot, you can quickly view information about your data subject requests, consents, and more.

To access your Insights, please follow this simple 3-step process:

Sign in to your Clym Portal
Click "Insights" from your left-side menu
View your Insights

1. Sign in to your Clym Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner. Clym Portal sign in page

2. Click "Insights" from the left side menu

When you first sign in to the Clym dashboard, Insights should be the first page that opens. If this is not the case, please select Insights from the left side menu.

Insights tab

3. View your Insights

Navigate through the different sections of Insights to view your different data. For more information on each section, please view below:

Question 3

Installation process overview

Accepted Answer

Steps to take to install Clym's widget on your website

When you join Clym, you will receive access to your custom embed code that must be placed in your website's head section, before any other third-party scripts that you may be running. Clym can be implemented on any website; however, below you can find instructions on how to install Clym on a specific website platform. Your custom embed code is unique for your website domain and can only be used for your main domain and any related subdomains that you have added to your account.

Implementing Clym is a simple 3-step process:

Copy the scripts and links you have received via email
Paste them into your website
Verify the installation

If you would like to learn more about Clym’s main features and benefits before installing, please visit our website for more information. If you are working with a web developer or webmaster and would like to invite them to your Clym Portal account, please review this guide for information on how to add a new user to your account.

To get started, please select the platform your website runs on. If your website does not run on one of the platforms listed below or runs on a custom platform, please follow these instructions for installing Clym on any website.

[WordPress](https://clymio.crisp.help/en/article/how-

Question 4

How to install Clym on a Ucraft website

Accepted Answer

Step-by-step guide for installing Clym on your Ucraft website

If you feel this is a task better suited for your webmaster or developer, please send them this knowledge base article. Installing Clym on a Ucraft website is a 3-step process:

Copy/paste the Clym widget code
Add the Clym privacy widget code to your Ucraft website
Copy/paste the links for "Privacy Center" and "Do not sell or share my personal information"

1. Copy/paste the Clym widget code

Please sign in to your Clym Portal account. From the left-hand side menu, toggle to Website settings. Select Setup instructions next to the domain you want to embed Clym onto. Select Ucraft. Copy the embed code from the Copy the code below field.

Ucraft embed code

2. Add the Clym privacy widget code to your Ucraft website

Please sign in to your Ucraft account. Hover over the website you would like to edit and select the pencil icon to edit your website.

Edit your website

From the left-hand side menu, select Dashboard, and Site Settings from th

Question 5

How to install Clym on a HubSpot website

Accepted Answer

Step-by-step guide for installing Clym on your HubSpot website

If you feel this is a task better suited for your webmaster or developer, please send them this knowledge base article. Installing Clym on a HubSpot website is a 3-step process:

Select the HubSpot integration
Add a Custom HTML module to your site's footer
Copy/paste the links for "Privacy Center" and "Do not sell or share my personal information"

1. Select the HubSpot integration

Please sign in to your Clym Portal account. From the left-hand side menu, toggle to Website settings. Select Setup instructions, and from the pop-up window, select HubSpot. A pop-up window will open containing specific steps for installing Clym onto that platform. You will also have the option to access a Video tutorial, which can be viewed above in this article, or to send your instructions to a developer that you are working with.

Setup Instructions section

Copy the embed code from the Copy the code below field.

Hubspot embed code

Log into your HubSpot account and hover over Marketing an

Question 6

How to add a new domain

Accepted Answer

Steps to adding a new domain

If you are a reseller partner with Clym, there are many ways that your customers' domains can be added to your partner portal account: manually one at a time, manually via import, via API, or by using your registration or scan widget. This article will specifically address how to add a domain manually, one at a time.

Please note: if you are a referral partner, you will not see the Add Domains button in your partner portal account. To onboard new customers, please share your referral links with your Customers to sign up for Clym.

Adding domains to your partner portal account is an easy 3-step process:

Sign in to the Partner Portal
Click Add Domain
Provide data to Clym

1. Sign in to the Partner Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.

2. Click Add Domain

From the left-hand menu, select Customers. Click the drop-down arrow next to Domains to expand the section.

![Add domain button](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/

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