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Send a privacy email for your contacts right to be informed

Oppdatert på 5. nov 2021

In the new GDPR world, individuals have the “Right to be Informed”. This means that they are entitled to know either in advance or within 30 days after their details have been collected. The GDPR stipulates that individuals are entitled to be informed (a) that an organisation intends to store their personal data and (b) what the organisation intends to use their data for.

Collect their consent upfront through forms

By using integrated forms available in your CRM solution, you can collect a person’s consent at the same time they complete a web form and give you their personal details. This consent is automatically documented inside SuperOffice CRM using the Consent Management features.

This video will show you how to create a basic web form and add it to your web page (video length - 7:49): 

Send automatic email confirmations

SuperOffice CRM lets you automatically send a privacy confirmation email to individuals who are registered in your database. The email is sent automatically to a contact when they are first registered in SuperOffice, without you having to do anything.

Not only is this a polite way of following up on your initial contact with a customer, but it also offers your contact an easy way to let you know if they have any questions or objections to you storing their information.

You can configure the system to also include a link which will lead to a personal subscription page. In this link, your contacts can select what kind of communication they want to receive.

How to resend a privacy email confirmation

From the Contact screen, you can send or resend the privacy confirmation email to a contact. Go to the required contact in the Contact screen and do the following:

Click Task in the bottom-right corner of the screen, then select Send privacy confirmation e-mail. In the dialog box that opens, fill in the fields as preferred and send.

The confirmation email will be sent to the contact and also automatically archived in the Activities section tab.

  • Send privacy confirmation e-mail

Send a confirmation email to inform the contacts about their information being stored in your CRM database
Send a confirmation email to inform the contacts about their information being stored in your CRM database

 

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