How to get customer consent or track legal basis to process your lead's or customer's personal data

  • What is personal data?
    1. Any information which are related to an identified or identifiable natural person
  • Where can personal data be collected?
    1. Funnels & Websites
  • Pre-requisites
    1. Privacy policy should be displayed during obtaining the personal data
    2. Get your customer’s consent to process their personal data or make sure you have a legal basis for doing so.
  • How to get consent from your customers
    1. Forms & Forms embedded on websites or funnels
    2. Surveys & Surveys embedded on websites or funnels
    3. Webchat
    4. Calendars & calendars embedded in funnels or websites
    5. Order forms embedded in funnels or websites
  • How can you track your “legal basis” for processing customer’s personal data if they have not expressly consented to the processing
    1. Create a tag for it and apply it to such contacts (where it applies) either manually or by means of an automation