Concep Send for SFDC - Data Protection Compliant Workflow (GDPR and CASL)

In order to help clients to comply with the data protection regulations across the globe, we have built a workflow to show clients how to use our SFDC integration to track contact consent.  

Concep Send

For this workflow, clients should have:

• One campaign (2 pages)

Three surveys (Consent, Withdraw and Blank) 

               GDPR_CASL Campaign_YES

              GDPR_CASL Campaign_ NO

               GDPR_CASL Campaign_OPEN  

• One contact field in SFDC to record the responses
• One Marketing List

               GDPR/CASL Consent 

• One saved private Search Folder  GDPR/CASL Consent 

These all work together to allow the user to send a campaign to existing contacts and asks them to register give or withdraw their consent.  These principles can be applied to any sign-up form or registration process to record consent for new contacts. 

Workflow  

Similar to an event registration process, there will be a field against all contacts that updates depending on the response they submit to a survey.  However, unlike the event process, it will be a global additional field to record consent. 

This is not included in SFDC by default, so a global field for consent should be created by the client. 

Send Campaign and Surveys  

• When received, this shows the intended recipient and gives them the option to click on 'Yes I consent' or withdraw by clicking 'here'.
• These links lead to option specific, pre-populated surveys for them to submit their preference.
• If the contact is not the intended recipient, there is another link to take them to a blank survey to fill in and provide consent or withdraw.

SFDC  

• The response updates the contact's record and consent field in SFDC.

 

• By creating a new list filter, you can add the Consent field and the last modified date - this shows the most recent edit date stamp for audit purposes.