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
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions
Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have
I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no. If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.
From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
I've searched around the forums but couldn't find anything addressing this . . . Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM? The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou
Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand