Preference Manager. Knowledge to drive relevance. New York London

Transcription

1 Preference Manager Knowledge to drive relevance. London New York Sydney +61 (0)

2 Table of Contents WHAT IS PREFERENCE MANAGER? 3 WHY PREFERENCE MANAGER? 3 KEY BENEFITS 4 GDPR 5 VUTURE AND GDPR 6 BEHIND THE SCENE WITH PREFERENCE MANAGER 7 Secure Login 7 Registration Page 8 Registration Confirmation Page 8 Registration confirmation 8 MANAGING PREFERENCES 9 Profile Page 9 MANAGING YOUR PROFILE AND UPDATING PREFERENCES 10 AUDIT TRAIL OF USERS % Personalised content improves click-through rates by an average of 14% (source: Aberdeen group) PAGE 2

3 Preference Manager Introduction What is Preference Manager? The preference manager is an online portal which can be styled to look like your website to provide a seamless client experience. Through a secure login, your clients and prospects can at any time, manage their preferences in real-time., providing you with additional, valuable insights such as the type of content your audience is interested in, their preferred communication medium or the frequency of the communication for example. With Preference Manager, organisations can also run an audit trail of users to help them get ready for the upcoming GDPR in May Why Preference Manager? Personal clients log-in to manage their preferences and add/update any personal information Data updated via any existing DCM rules you set Automatically updates and writes back edits to CRM PAGE 3

4 Key Benefits USER CONTROL AND MANAGEMENT. SAFE AND SECURE. DATA VERIFICATION. Users have full control over the content they receive. The more control they have, the more engagement. Secure log-in functionality means users have peace of mind as their preference management is not publicised. Empower your prospects and clients by giving them access to update their details, anytime, anywhere. PAGE 4

5 GDPR When you rely on someone s consent to process their data, they will generally have stronger rights, for example to have their data deleted. The GDPR has references to both consent and explicit consent. Consent under the GDPR requires some form of clear affirmative action. Silence, pre-ticked boxes or inactivity does not constitute consent. Consent must be verifiable. This means that some form of record must be kept of how and when consent was given. Individuals have a right to withdraw consent at any time. Within a reasonable period of having obtained the data (within one month) At the first communication Under the GDPR, individuals will have the right to obtain: Confirmation that their data is being processed; access to their personal data; and other supplementary information this largely corresponds to the information that should be provided in a privacy notice (see Article 15). These are similar to existing subject access rights under the DPA. Read more about GDPR on the official ICO site. The right to erasure is also known as the right to be forgotten. The broad principle underpinning this right is to enable an individual to request the deletion or removal of personal data whether there is no compelling reason for its continued processing. PAGE 5

6 Vuture and GDPR How Preference Manager helps organisations to get ready for GDPR on May 25 th Preference Manager offers a variety of features that makes it easy for any organisations, locale or global to: Log the date the user gave explicit consent Record the information back into their CRM in real-time Provide proof that the user has made the decision Demonstrate that the update is not based on an automated process Give users the right to object at any time by providing users the opportunity to create their personal login and profile to manage their preferences with 24/7 online access PAGE 6

7 Behind the scene with Preference Manager Secure Login Option to invite existing clients to use the portal, by sending an invite out to your contacts. Clients can follow a registration link directly within an . Clients are able to register directly by filling in a form on your website. This will look up to see if the contact exists in your CRM. Clients are able to set a password AND/OR connect their account to LinkedIn to use the login credentials. PAGE 7

8 Registration Page Any updates made in the preference manager (e.g. changing mailing preferences) will automatically add/remove them to the appropriate CRM folder. Any updates to their contact information will update the appropriate contact fields. DCM rules will be adhered to. Registration Confirmation Page Fully customisable Color palette Branding such as logo Content Registration confirmation PAGE 8

9 Managing Preferences Profile Page Job Title Address Country Telephone number Manage details: - Update Profile - Update - Change Password - Connect to LinkedIn PAGE 9

10 Managing your Profile and Updating Preferences EASILY MANAGE YOUR SECURED PROFILE CHANGE AND UPDATE YOUR DETAILS ( ) EDIT YOUR PROFILE AND PREFERENCES UPDATE YOUR INFORMATION AT ANY TIME PAGE 10

11 Audit trail of users Why not take a closer look at our marketing technology suite? Invest 20 minutes of your time today to explore the value that marketing automation will bring you tomorrow. BOOK A DEMO OR ASK A QUESTION London New York Sydney PAGE 11 explore@vutu.re +44 (0) (0)

12 The Vuture vision is to play a major role in helping organisations build and maintain strong, lasting relationships both internally and externally. FOR MORE INFORMATION 3 rd floor, Crowne House, Southwark Street, London, SE1 1UN explore@vutu.re London +44 (0) New York Sydney +61 (0) PAGE 12