04-11-2018 06:06 AM
Nothing that isn't doable:
1. I need a controller / processor contract with the Act! cloud provider.
2. I need to note in privacy statements that processing occurs in another EU country.
3. I need to be sure no backups occur outside the EU.
4. I need to manage the age of my contacts in the dbase.
5. I need new fields to manage consent on new records.
There are more ..
04-11-2018 06:39 AM
So points 1,2, & 3 are firmly with Swiftpage and if you are not getting answers you need to escalate.
Managing the age of the contacts ? Well that can be done from the create date, alternatively the create date may actually be relevant because it's the data retention policy that will actually determine this. And this will be based on other criteria e.g. Client = Retain for 7 Yrs from last Transaction (to align with accounting reqs) A 'Prospect' maybe 1 year from point of last engagement etc etc.
Adding new Consent fields ? Add what you need, and possibly make them Mandatory (depending on field type). I suggest for each Marketing Consent Type (Email, Phone, Postal) you have an Optin Date & Yes/No and Opt Out Date.
In terms of Consent of existing records I would advise adding a new status field that is set to 'Legacy' or Pre-GDPR'
Does that help ?
04-11-2018 06:51 AM
Yes, it is helpful.
I think retain for 7 years from last note would be ok, our Act! isn't linked with our accounting software. Although there are some records that have just name & address still.
As to consent fields, first I have to finalise the consent questions we are going to ask .. once I have done that the rest shouldn't be so hard.
04-11-2018 08:43 AM
I wasn't suggesting that Act! was linked to you accounting software, it was about 'aligning' to the HMRC requirements in terms of retaining records for 7 years.
Good luck with the rest - it's not difficult really.
05-15-2018 02:53 AM
I'm also baffled by the silence on this topic. I posted a thread a while about the eMarketing tool which doesn't actually allow you to opt users out manually if they ring up and ask you to remove them from the database or you add customers manually and ask them for their opt in at time of creation
So we've switched to MailChimp and are looking at whether or not Act! is even viable as a UK customer as they are yet to confirm about cloud it seems
05-15-2018 02:57 AM
I completely agree. I have had to switch to Mailchimp to allow users to opt in. I'm now seriously considering whether to continue with ACT! when the subscription runs out. I have been very disappointed with the lack of support for GDPR compliance.