Managing data privacy
Managing data since the introduction of legislation like GDPR and PIPEDA is something we all need to have under control, but rather than having to be a manual drain on resource, you can use automation to manage the heavy lifting.
Automatically Managing Data PrivacyUsing Marketing Automation, you can set up a simple automated flow to ensure any new contacts added to your CRM database receive a copy of your Privacy Notice the same day! Automating this process removes the risk of breaching the 30-day limit for notification and means you won’t have to rely on your users to ensure this is maintained (as required under GDPR). An automated campaign might look as follows:
Step 1Create your Campaign Source which includes all contacts and add this to the first campaign stage.
Step 2Run your stage using an Automated Run. The mail shot is scheduled to send on a repeated schedule which might be the same time each day, or even hourly. Ensure that the New Recipients Only box is ticked.
Gold-Vision Campaigns allow you to manage when privacy notices are sent and can automatically write to a contact “Privacy Log” to ensure the date and time of notification is logged for future reference
Step 3Create an automated template in Gold-Vision Connect to manage automated privacy notifications and send them at the required schedule.
Step 4Create a follow-up stage with a second email to the contact requesting they update their contact preferences.
When the contact updates their preferences this data will link straight back to their contact information in Gold-Vision.