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
Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho
Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external
Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.
I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit
Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can
Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,
I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project
Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO
I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.
Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals
Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see
Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or
Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only
Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?
Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends
How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.
The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows
Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?
If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.
Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only
Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.
Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers
Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that
Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these