ClickDimensions has features that help you to be GDPR Compliant. In this article we'll give an overview of these features and link to the more in depth help articles about each of them.
You'll need to make sure you are on version 9.2.0 (or 8.2.2 if you are on CRM 2011) of ClickDimensions to use most of these features. Go to Settings > ClickDimensions Settings > Solution Management to view your version and update.
Switch your account to the ClickDimensions Opt-In Subscription Management method to ensure that every person you send an email or text message to is opted-in to receive what you are sending.
Create Subscription Lists and Subscription Pages, or update your existing ones to capture opt-ins for SMS.
Update any existing Campaign Automation Send Email or Send SMS actions so that they are set to transactional or a Subscription List is chosen.
Update any existing workflows that send out emails or text messages and select transactional or a Subscription List.
Update any existing quick send email templates and set it to transactional or select a Subscription List.
To keep a version of what the end user agreed to when submitting their subscriptions, go to Settings > ClickDimensions Settings > Solution Management > Metadata to publish your latest customizations. Then open the editors of any existing subscription pages, and save the design. This will save the HTML to CRM and enable the auditing feature in the Posted Subscription entity going forward. Any changes you make to the page will be captured and shown on Posted Subscriptions after saving.
Add an agree to terms checkbox to your Subscription Pages using the Agree to Terms component in the designer. For forms, add your own agree to terms checkbox field.
If a form has a field that allows people to opt-in to a list, update this field in the form builder to map to a subscription list and create an actual opt-in preference so you have that documented and the sending process will accept them as opted-in.
Update your web tracking script to allow users to opt-out of being tracked.
Additional Resources
Help Articles
Opt-In Subscription Management FAQs
Enable Opt-Out Tracking for Standalone Web Content Records
Transactional Emails
Deleting a Lead or Contact's ClickDimensions Data