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.

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: