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| Version | Date | Description | Author |
|---|---|---|---|
| v.1 | 10.03.22 | Creation | Clémence Rovelon |
Context
SInce Since May 2018, the GDPR reglementation is effective.
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CRM Fields
Consent Information
| Field Label | Description |
|---|---|
| Personal Data Opt-in | If true = the contact has agreed to the storage of his.her personal data. |
| Source Personal Data | To identify where the agreement comes from |
| Last Personal data Opt-in Update | To store the date of the last answer |
| Marketing Communication Opt-in | if true = the contact has agreed to receive marketing digital communications. |
| Source Marketing Opt-in | To identify where the agreement comes from |
| Last Marketing Opt-in Updates | To store the date of the last answer |
| Remove from mass marketing | Allow business to target leads/contacts that should not appear in mass marketing campaigns |
| Email Opt-out | The contact will not receive any email from Pardot True if Marketing Communication is empty True if Remove from Mass Marketing is true |
GDPR Security & Sharing fields
| Field Label | Description |
|---|---|
| Ask to be forgotten | To know if the contact requested to be forgotten |
| Request personal data | To know if the contact requested his.her personal data |
| Date of the personal data request | To store the date when the contact has asked |
| Date of personal data sent | To store the date when we have sent the data to the contact |
| Used in complaint | To know if the contact is used in at least one complaint |
| To be anonymized | To know if the contact meets the criteria to be anonymized (see Anonymized section) |
| Last activity date | To know the date of the last interaction with this contact |
Anonymization
Contact will be anonymized if:
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- When “Source Personal Data” = “business card” or “trade show”, the “Personal Data Opt-in” is automatically set to True => we strongly recommend you to update this field for your important contacts ! As is, they will not receive the email and will be considered as opt-in.
- Last Activity Date is automatically updated when a new activity is logged to the contact (task, event, cases, opportunities, quotes…)
- When a customer has a “last activity date” > 15 years, an email to refresh the Personal Data Opt-in will be automatically sent to him
- When a prospect has a “last activity date” > 3 years, an email to refresh the Personal Data Opt-in will be automatically sent to him
- When a contact is included in a complaint, he is automatically flagged as “Used in complaint”, he will never be anonymized
- When “Personal Data Opt-in” changes from True to False, the contact is automatically flagged as “To be anonymized” except if he is flagged as “Used in complaint”. Each sunday, all the “To be anonymized” contacts are anonymized => only Admins can do this action
- When Marketing Opt-in = False AND Last Marketing Opt-in Update is not empty, the contact is flagged as “Email Opt-out” = TRUE => He will never receive any email from Pardot. Only admins or workflows can perform this action
- When Remove from Mass Marketing = TRUE, Marketing Opt-in = False and Email Opt-out = True
Pardot Integration
