The purpose of the General Data Protection Regulation (GDPR) is to compel marketers to be more thoughtful, transparent, and respectful of the data they collect and use. Realistically, that means marketers need to take a step back - to stop personalizing every piece of information without regard for what is appropriate for the consumer.
GDPR gives the power to consumers to control the use of their data. Any European consumer can call out any company and ask the company to account for the data they've collected and how it's being used.
To master marketing in post-GDPR world, Gartner analyst Bryan Yeager has said that marketers should elevate the importance of privacy as part of their data-driven initiatives. "Audit your current marketing activities, including what data has been collected and how it's processed. Co-ordinate closely with your legal and privacy teams about your approach. And think about how you can use a pivotal moment like GDPR as a way to engender value and trust in your future engagements with customers", he suggested.
It's very concerning to know that a very whopping 41% of marketers admit to not fully understanding both the GDPR law and the best practices around the use of consumers' personal data.
To quickly check if you're complying with GDPR today, see if you can answer 'Yes' to the following:
You've built privacy settings into the digital products and websites - and have them switched on by default.
You regularly conduct privacy impact assessments, strengthen the way you seek permission to use personal data, document how you use personal data, and improve the way you communicate data breaches.
To put it simply, if you have a list of leads, you can't send them a promotional email UNLESS they have given you consent for it. You can't even send them an email asking if they want to hear more from you, and as such, is a violation of GDPR.
In August 2016, Flybe sent an email to 3.3 million people in their database with the subject line "Are your details correct?". In theory, this sounds like a smart strategy, but unfortunately, these 3.3 million people had previously opted out (unsubscribed) to marketing emails and thereby gave no consent to be contacted. Result? A fine of 70,000 pounds.
Key takeaway: If your customers have opted-out of marketing emails, don't email them - it's as simple as that. You're breaking the law if you do.
Best practices to keep yourself GDPR compliant
1. Signup Forms:
Don't assume a person wants to receive your future offers just because she made a purchase. Don't assume a person who opts-in for a newsletter subscription also wants all your marketing materials. And please - remove all pre-ticked boxes that seek permission for future contact from your emails.
Consent must be very clear, and the retailer must keep records of consent under the GDPR's accountability principle.
As a marketer, it will be your responsibility to make sure that your users can easily access their data, and remove consent for its use, in line with the right to be forgotten.
This can be as simple as including an unsubscribe link within your email marketing template and linking to a user profile that allows users to manage their email preferences (as shown in the example below).
3. Take What You Need
Marketers get greedy when it comes to getting formed filled out by customers. We tend to ask for information that we might not even require. Ask yourself, do I really need to know someone's favorite holiday destination before they subscribe to our newsletter? Probably not.
To stop the collection of unnecessary data, GDPR requires you to legally justify the processing of personal data you collect. Don't worry - this is not very complicated.
What this means is that you need to focus on the data that's really useful to you, and stop asking for the "good to haves". If you really need to know a piece of customer information, and can prove why you need it, then you can continue asking for it. But try to avoid collecting any unnecessary data, and stick with the basics.
Actionable tip for GDPR-compliant marketing
Data collection: If you still buy mailing lists, it's probably a bad idea to continue. In fact, you should dump the data you bought right away, because a single complaint from a customer about a breach of consent can subject you to a penalty of up to 4% of your gross revenue. Instead, start fresh. Find new ways of collecting opt-in data by introducing clear, brief web-forms.
Scan your list: Go through your data list periodically and remove the data without an record of opting in. For new subscribers. make sure that they want to receive emails from you by sending them a re-confirmation email after they opt-in for a mailing list.
Content marketing: Content is more important than ever in a post-GDPR world. Since you can only send your communications to interested people, you need a lot of content to generate that interest. Also, you can ask customers to subscribe in order to access content like e-books, infographics, webinars and whitepapers.
Pop-ups: Invite website visitors to add themselves to a mailing list by launching a pop-up on your website. The conversion rate of pop-ups is only around 3%, but like other marketing communications such as emails and Facebook ads, if the pop-ups are launched at the right time with the right message, they can give you a higher conversion rate of up to 40%.
Data storage: In a data-conscious world, you cannot afford to keep records in a spreadsheet and manage the data manually. You need a CRM application where you, and your sales team, can keep updating the data and centralizing your data collection. Of course, CRM applications come with a lot of other benefits as well.
Social selling: Since reaching customers over email is subject to some legal restrictions, find new ways of reaching out to them outside the scope of the GDPR law. Educate your sales team on social selling and connecting with customers on social media sites. Social media will also give your salespeople some perspective on your customers and help them approach with the right message.
Push notifications: You may also take a shot at push notifications. These are pop-ups that seek permission from website visitors to send them promotional notifications. One advantage of this is that once the customer allows you to send them push notifications, they will receive notifications from you even after they have closed your website. One disadvantage of push notifications is that they cannot be personalized, since IP addresses are anonymous.
Privacy policy: Update your privacy statement to let people know that you are GDPR compliant. Mention what you do with customer data you collect and that you don't engage in any practices in violation of customer privacy.
Conclusion
Remember, GDPR hasn't been enacted to stop marketers from communicating with customers. Quite the opposite, actually. It's designed to increase the quality of customer data. The best and most resourceful marketers are seeing the bigger picture and recognizing that it's an opportunity to personalize messages for their prospects and customers, rather than using the traditional one-size-fits-all approach to marketing.
The rules of GDPR compliance are quite simple: don't contact someone unless they specifically ask you to. Don't assume they want to hear from you. Don't cold contact them, and don't send them irrelevant information that they didn't request. If you can do all that, then you've done your job in complying with GDPR.
Congratulations! You've finally set up that e-commerce store you've been thinking about for a long time. Hopefully it wasn't too difficult. Even if it was, the effort will be totally worth it when you start seeing some orders come through. Now that the store is live, let's take a look at some marketing tips you can apply for sales growth. 1. Avoid cart abandonment If you've ever shopped online, you might have added a product to the cart but then decided not to purchase it. This is known as cart abandonment.
Consumers across countries are increasingly spending more time on a wide variety of digital activities, right from online grocery shopping, to video conferencing, to tele-medicine. There is a good chance that you performed one or more of the following activities during this lockdown, thanks to COVID 19: Cooked a meal Made a TikTok Video Signed up for a remote learning session Consulted a doctor online (or ordered medicines online) Shopped for groceries online A study by Hunter, a food and beverage
According to a behaviour survey, 68% of the buyers use sources such as blogs to evaluate the product even before considering it. Before buying a product, we do a lot of research to learn more about the product through communities, blogs, social media,
Webinars are good educational resources to gather qualified leads for your product. But what if your visitors are dropping off from your webinar landing page without signing up? What more could you do to convert visitors into registrants? This is the
Do you think there's any truth to this? Do features only tell, and benefits sell? Well, let's see why we should focus on benefits rather than features as the great marketing wizards, David Ogilvy and Steve Jobs proved to be the best examples leveraging
Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized
Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be
Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &
Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,
It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?
Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,
Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and
Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of
Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
Hello, Our Zoho Campaigns EU organisation has two custom topics visible in the Campaigns UI, and contacts are subscribed to them. However, an OAuth request with ZohoCampaigns.contact.READ to https://campaigns.zoho.eu/api/v1.1/topics returns HTTP 200 with
"Después de seis meses con el CRM en producción estamos encantados." Miriam Cárdenas, Responsable Departamento ATC Toyota Financial Services es la división financiera de Toyota encargada de gestionar la financiación de vehículos y, junto con KINTO España,
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this
HI I want ot give a customer access to the portal but I need to hide some products from them that are not available for them to buy- is this possible ?
Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the
Hello, Did you know Zoho Sign works right inside the Microsoft apps you already use? A signature request shouldn't mean leaving Teams for another tab, or downloading an Outlook attachment just to sign it. Zoho Sign integrates with Microsoft 365, Teams,
Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system
Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when
I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under
So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with
Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhere
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?
Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.