GDPR in marketing

Compliance with the General Data Protection Regulation can be a particular challenge for marketing. Personal data may only be used for marketing campaigns if there is a legal basis for doing so. To be on the legally safe side, many marketing departments only use personal data for which explicit consent has been obtained.

With JustRelate CRM, these consents can be documented in the purpose of use and used for all marketing pro­cesses or mailing lists. For this, there is the Check consent function in the sublist of external contacts (partici­pants, members, etc.). It opens a modal dialog in which the purposes of use that you want to check are marked. Afterwards, a prompt appears for having all contacts “with consent” or all “without consent” or all contacts can dis­played. The test result is also indicated via the font color. Green contacts have at least one valid pur­pose of use, red ones have none. Contacts that do not require a legal basis (companies) are shown in grey.

If the persons without a valid purpose of use are to be asked for consent first, you can create a serial email for the marked entries using the Generate consent email function. It automatically applies the template “E-mail Series: template HTML with GDPR Consent (German, BIRT)” [PSA_RPT_CP­D_EML_SER_DPR_CNS].

The GDPR functions are also available for serial emails, appointments and phone calls. They are defined in the corresponding participant lists.