Blog | Marketing Automation

What You Need To Know About GDPR

Aug 15, 2019 | Blog, Marketing Automation

With GDPR going into effect on May 25, 2018, there has been a lot of questions floating around.  If you’re currently marketing to EU residents or hope to in the future, it’s important to pay attention to the new requirements.

One of our marketing automation software partners, ClickDimensions, has put together a GDPR resource center with all the information you need to know, including: what updates you need to make to your privacy policies, what permissions you need from contacts/leads in order to market to them, what type of data you need to keep and much more.

Here’s the basics:

1. You need active permission for each marketing channel before you are allowed to send marketing materials to a contact/lead.  This means you must have specific email marketing permission to send an email to any EU resident.

2. The contact/lead must have agreed to your privacy policy and terms of use.  Your privacy policy must be clear on what data is captured, how it is used, and much more. This means you will need to have a checkbox such as “I have read and agree to the terms of your privacy policy” on every web form.

3. Website visitors must be made aware that you are tracking their behavior.  ClickDimensions and most other marketing software providers have updated their tracking script to provide a pop-up to meet the new regulations.

If you have any further questions or would like a team of experienced marketing experts to develop a plan and implement changes to comply with GDPR, contact us today.

Coffee + Dunn is leading advisory and implementation partner for ClickDimensions and Microsoft. Uniquely focused on the marketing solutions that align with Microsoft Dynamics 365, we bring our clients thoughtful and practical process and technology solutions for marketing.  Our award-winning services have advanced the effectiveness and efficiency of clients from financial services, technology, manufacturing, and consumer goods to federal government.