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
Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.
"Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.
Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,
The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me. I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them. Thank you in advance to anyone who knows the
We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?
Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but
I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows
Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including
I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the
On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?
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. Moderation Update (8th Aug 2025): We are working
In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you Tasha
Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L
I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue
If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns