Diese Präsentation wurde erfolgreich gemeldet.
Wir verwenden Ihre LinkedIn Profilangaben und Informationen zu Ihren Aktivitäten, um Anzeigen zu personalisieren und Ihnen relevantere Inhalte anzuzeigen. Sie können Ihre Anzeigeneinstellungen jederzeit ändern.

Managing a Confirmed Opt-in Process in Pardot - Pardot London User Group 4th July 2017

2.567 Aufrufe

Veröffentlicht am

Presentation slides from 'Managing a Confirmed Opt-in Process in Pardot' by Sarah Kelleher from the Pardot London User Group Meetup on 4th July 2017.

Full opt-in guidebook available to download here: http://www2.nebulaconsulting.co.uk/confirmed-opt-in-guide

ICO Guidelines on GDPR: https://ico.org.uk/for-organisations/data-protection-reform/overview-of-the-gdpr/

Veröffentlicht in: Technologie

Managing a Confirmed Opt-in Process in Pardot - Pardot London User Group 4th July 2017

  1. 1. Managing a Confirmed Opt-In Process in Pardot Sarah Kelleher Head of Pardot
  2. 2. • Also known as double opt-in • Verifies prospect’s email address after explicit opt in • Considered best practice in a number of countries already What is Confirmed Opt-in? • Helps prevent spam entries into marketing lists • Reduces bounces and maintains clean email database • Improves response rate and interactivity of marketing audience Why Confirmed Opt-in?
  3. 3. A quick note on GDPR “Consent under the GDPR must be a freely given, specific, informed and unambiguous indication of the individual’s wishes. There must be some form of clear affirmative action – or in other words, a positive opt-in – consent cannot be inferred from silence, pre-ticked boxes or inactivity. Consent must also be separate from other terms and conditions, and you will need to provide simple ways for people to withdraw consent.” - ICO Key areas to Consider Full legislation is not in force or entirely confirmed yet, but the impact on opt-ins is clear: • No sneaky / confusing checkboxes X Uncheck this box if you do not want to receive marketing communications X • Not a huge change to existing DPA opt-in regulation and existing DPA opt-ins will not need to be refreshed • If you have no explicit opt-in process in place, you will need to gather an opt-in for all data as it must be verifiable
  4. 4. Overview
  5. 5. Step 1: Create your Custom Fields 1. Opt-in Status Used to capture what stage of opt-in each prospect is at a. Dropdown/Radio field with four values: i. No Opt-in ii. Unconfirmed iii. Confirmed iv. Unsubscribed b. If data is imported into this field, it should be validated on import 2. Opt-in Date Captures date of confirmed opt-in for audit
  6. 6. Step 2.1: Add the Opt In to Forms 1. Opt-in Status as a Radio Button 2. Set to Always Display 3. Add a description to indicate the explicit consent e.g. I am interested in receiving news and tailored content from ABC Corp 4. Leave only two values: a. No Opt-in b. Unconfirmed Goal: Create one checkbox which records either ‘No Opt-in’ or ‘Unconfirmed’
  7. 7. Step 2.2: Transform Radio Button to Checkbox Using the setup from step 2.1, a simple script in the Layout Template or Before Form content will transform a radio button into a single checkbox TIP: This script also works well for any true/false checkboxes you need to add to forms WARNING: This section contains custom Javascript - you may want to get some help from your developer if you get stuck
  8. 8. Confirming the Opt-in - Automation Rule Automation Rule: • Rules – Prospect has completed any form successfully – Opt in Status is ‘Unconfirmed’ • Actions – Send autoresponder email > Your Opt-in Confirmation Template • Repeat – Every 1 day, unlimited matches NEW! This is a perfect example of using the new Repeat functionality on Automation Rules without the need for any Custom Scripts
  9. 9. Confirming the Opt-in - Autoresponder • Automate update of Opt-in Status to ‘Confirmed’ using a Custom Redirect in your Autoresponder • Custom Redirect can redirect to any page, but the Email Preference Center is a popular choice • Completion Actions – Change Opt-in Status to Confirmed – Change Opt-in Date to today
  10. 10. Overview(Reprise)
  11. 11. Success!!
  12. 12. More Points to Consider • Managing External Data - importing lists • Setting up an Email Preference Center • Hiding the Opt-in checkbox when someone is Confirmed • Gathering opt-ins for existing data
  13. 13. Download the Guide http://www2.nebulaconsulting.co.uk/confirmed-opt-in-guide

×