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.
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.
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.
ClickDimensions GDPR and Consumer Privacy Product Enhancements
New in ClickDimensions: Opt-In Subscription Management
Frequently Asked Questions about GDPR Compliance
GDPR FAQs for Email Marketers
Six Tips for GDPR Re-Permissioning Success
The Double Opt-In Process: Existing Leads and Contacts
ClickDimensions Partners with Data8 for Data Quality Management Services for Microsoft Dynamics 365 Users