Using Gold-Vision

Marketing

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 Privacy

Using 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 1

Create your Campaign Source which includes all contacts and add this to the first campaign stage.

Step 2

Run 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.

Info

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 3

Create an automated template in Gold-Vision Connect to manage automated privacy notifications and send them at the required schedule.  

Step 4

Create 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.

Step 5

Marketing automation isn’t just for email, you can also create rules and actions for additional stages that require a different type of follow-up. For example, you may wish to create a follow-up campaign which runs at the end of the day to automatically create a follow-up activity for the Account manager to call anyone to whom the Privacy Notice email bounced:  

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