Our goal for the past five months in the run-up to the General Data Protection Regulation (GDPR) coming into effect, has been providing you with the right tools and resources so that you can comply with GDPR and PECR (Privacy and Electronic Communications Regulations) without losing out on your ability to engage your customers and donors.
In that time, we’ve created a GDPR toolkit, discussed different compliance strategies with you at workshops in London, Manchester and Glasgow and have been on the phones providing consultation.
Here’s more about the new features.
Record when customers haven’t been asked to opt-in for contact preferences then prompt them to provide an answer
As well as recording 'yes' or 'no' answers to a contact preference, you can record when a customer hasn't been asked by marking ‘not asked’ against a contact preference. Why is this so great? Well firstly, it will build a more accurate picture of how customers have responded to your contact preferences in your database.
Secondly, the system can then automatically prompt customers to answer the contact preferences that they haven’t been asked about yet across all your channels. That means you increase your chances of gaining opt-ins to your communications and ultimately, that means more customers you can build a relationship with.
Customers will see the prompt at the appropriate moment online so that they’re more likely to say ‘yes.’ Behind the box office, your team will also see a notification prompting them to ask any customers about contact preferences they haven’t been asked about yet.
Make contact preferences ‘inactive’
Just because a contact preference is out of date, it doesn’t mean you should delete it. For example, you might still want to contact customers on the basis that they agreed to the previous version of your contact preference, even if it’s not the most up-to-date one.
We’ve made this possible by introducing the option to make a contact preference inactive. This will also make it much easier for you to transition from your existing setup, to whatever new compliance strategy you choose.