GDPR Consent Good Practice for CRM systems

One of the biggest changes for organisations, when GDPR comes into place, is the double opt-in.  All leads, prospects, suspects, AND customers must be double opted-in.  AND the double opt-in must be provable. How Do you prove?

Start warming up your leads asking for consent using double opt-in. Any leads that have consented to receive marketing material using soft opt-in will no longer be viable.  They all need to be double opted-in.
Get in touch with your customers asking for consent – ensure it’s provable.
Ensure your invoices and contracts include the double opt-in and a link to your privacy policy.
Set in place a process of how new contacts visiting your website will be captured with double opt-in for further marketing communications. The contact form will need to take them to a confirmation page where they can give their consent and then you will need to prove who they are as well by sending a further email with the consent.  Hinge it to the email address.
Pull together a strong opt-in message. Getting the message right is crucial.
One key consideration for GDPR is cold calling. It is crucial that email and SMS marketing channels are opt-in.  Post, fax, and calling are all opt-out.

Comments

Popular posts from this blog

How to Query Microsoft Dataverse Data using SQL from Power BI or SSMS

Users Unable to See Flow Button and run On Demand workflows in Dynamics 365 CE

How To Deploy Dynamics App For Outlook (On-Premise)