[MKTAUT-68] DOC: how to manage GDPR with forms from sf/marketo Created: 26/Nov/19  Updated: 17/Jan/20  Resolved: 17/Jan/20

Status: Closed
Project: Marketing Automation
Component/s: None
Affects Version/s: None
Fix Version/s: None

Type: Task Priority: Neutral
Reporter: Julie Legendre Assignee: Julie Legendre
Resolution: Fixed Votes: 0
Labels: 1.0
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original Estimate: Not Specified

Issue Links:
dependency
depends upon MKTAUT-11 Handle GDPR related cases by integrat... Closed
Template:
Acceptance criteria:
Empty
Task DoR:
Empty
Date of First Response:
Epic Link: DOC: Marketing Automation add-ons documentation 1.0
Sprint: Add-Ons 29
Story Points: 2

 Description   

See result of MKTAUT-11

From antti in DOCU-1975:
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

 



 Comments   
Comment by Julie Legendre [ 17/Jan/20 ]

Reviewed by Laura and Ilgun. Feedback integrated.

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