Details
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Task
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Resolution: Done
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Neutral
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Description
Document how to handle data privacy and consent collection when rendering external forms for lead capture.
Magnolia recommendation:
- Collect consent on the same form where you collect personal data from visitors.
- Store the consent together with the visitor record in the connected system (Marketo, Salesforce CRM, other). You will be sending email marketing from the connected system where consent is readily available for marketers to make an informed decision that respects the visitor's correspondence preferences.
Elements you will need to add to your lead capture form and the external system of record at minimum:
- Privacy policy. A page on your site that explains the purposes of collecting personal data.
- Link to the privacy policy page from every form where you collect personal data.
- Consent field added to every form. A checkbox is a clear affirmative action.
- Fields in the lead record:
- Consent given: "Yes" or "No"
- Consent last updated: Date and time
- Consent notes: Purpose of processing and how the consent was obtained.
You may also need:
- A page where visitors can manage their email subscription preferences.
Resources
- GDPR and the Marketer, A Practical Guide for the Marketo Customer https://www.marketo.com/ebooks/the-gdpr-and-the-marketer/
- Implementing GDPR using Salesforce & Pardot https://medium.com/q9-elements/implementing-gdpr-compliance-using-sales-cloud-or-sales-cloud-and-pardot-cae43ff3006d
- Salesforce: Privacy360: the complete data privacy app for GDPR https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FALyMUAX
Checklists
Acceptance criteria