GDPR

Context

Mrs Lefèvre, our Data Protection Officer (DPO) takes charge of the GDRP request during a meeting with a customer, Mr Dupont who expressed concern about the protection of his personal data. He asked to access his information stored in the company's system and find out how it was being used.

It explained that the data was processed by virtue of Mr. Dupont's consent, for targeted marketing purposes, while assuring him that only the necessary information was collected, in accordance with the GDPR's minimization principle.

During a marketing campaign, our company decided to send an opt-in e-mail to our 50 new customers. Using our system, we set up a standard message informing each customer that they would receive marketing communications about new products and services. Once each e-mail had been sent, the customers' communication status was updated to “request sent”, enabling us to comply with the GDPR and start sending promotional offers. Each email also contained an unsubscribe link, ensuring that customers could easily opt out if they wished, opt-out, while ensuring compliance with legal requirements.

A customer, Mr Dupont, calls to unsubscribe from our communications. To process his request, we access a GDPR Request, then search for Monsieur Dupont by his email address. After finding him in our database, we select the “no longer to be used in processing” request type, which creates an opt-out for him and historizes it in his record. This way, he won't receive our mailings in the future.

Implementation in SIMAX

Create a DGPR request

To create GDRP request, click General > GDPR > GDPR requests then [[New]].

Create a GDPR processing

To create a GDPR process, click General > GDPR > GDPR processings, then [[New]].

Opt-in / Opt-out

To write the Opt-in request email, go to Settings > Plug-in and options > CRM settings.

Enter 50 in “Volume sent” to send a daily package of 50 customers who have not yet received an opt-in e-mail, until all contacts have been contacted. In addition, it's essential to include an unsubscribe link in the e-mail or directly in the opt-in message.

After the day has passed, in CRM > Marketing > Contact status, or CRM > Customer> Customers, you can check the first contacts who received the Opt-in, and in [Follow-up] you'll see in the History table the Opt-in sent. You can see the Opt-in communication date and the Opt-in refusal date.

Mr Dupont calls to unsubscribe from communications. The service concerned therefore follows the menu path General > GDPR > GDPR requests, then clicks on [[New]].

Via [[Related contact search]], they can find the information concerning him/her, and choose the Type of request that corresponds to the customer's request.

When this unsubscription is saved, it will create an opt-out that will be logged in the customer's file.