[BETA] Data Protection in the Lead's Profile

What would you like to know?

• Data Protection Information in the Lead's Profile
• Data Structure
• Data Protection Update Event
• Data Protection Section

Data Protection Information in the Lead's Profile

If you have used the Data Protection features of RD Station Marketing, your leads have received information about the processing of personal data. Whether by converting on a Form with Data Protection fields, in the registration of an Integration or of an Import.

With data protection laws, the processing of personal data can only be carried out under certain circumstances. In Brazil, the Lei Geral de Proteção de Dados (LGPD) recognizes 10 such circumstances (also known as Legal Bases), described in the seventh article of the law. Meanwhile, the General Data Protection Regulation (GDPR) allows the processing of data in 6 circumstances as stipulated in its sixth article.

To facilitate the management of authorizations for the processing of personal data of leads that are in your RD Station Marketing account, and also in exercise of the rights of data subjects, we now display Data Protection information in the Lead's Profile:

Data Structure

Currently, the data structure of RD Station recognizes three categories of Data Protection: Data Processing, Communications and Cookies. Therefore, Data Protection information will also be separated in this way in the Lead Profile.

Data Processing

Legally, it is the authorization given, or not given, by the lead for the processing of personal data, which includes simple activities such as: data collection and storage in the Lead Base.

The document describing why this information is being collected, how it will be used and how it will be stored is also known as the Privacy Policy. Therefore, forms with the Policy and Terms field record this authorization within the platform.

Communications

It is the authorization to receive emails or any other type of communication (phone calls, WhatsApp, etc).

Authorization to receive communications must be collected separately from Data Processing authorization and usually takes the form of a checkbox field on conversion forms, such as the Communication Consent field.

Cookies

Authorization for the use of cookies begins even before a visitor becomes a lead and it concerns the capture of information in a person's browser and sending this data to RD Station Marketing. 

This type of authorization can be regulated both by external tools and by the RD Station Marketing solution; and in this second case, when a visitor becomes a lead after having accepted or declined cookies, the information is historically recorded in their profile.

Data Protection Update Event

These events contain all the information collected relating to Data Protection and to the lead and are displayed together with the Lead Activities. If you want to view only these events in the lead's timeline, you can use the Data protection filter.

Legal Basis

The Legal Basis Update event contains the registration details of the information. To see the details, click View details.

Legal Basis event details

• Description: contains the purpose of the action. This may be Data Processing or Communications.
• Lead Email.
• Identifier: the identifier of the source of the information, i.e., it may be the identifier of a Landing Page, Import, etc.
• Source: the source of the information, which may be a Landing Page, Pop-up, Form, Import, Integration, etc.
• Status: the lead's response in relation to the purpose, i.e. their acceptance or refusal.
• Legal Basis: the legal foundation related to the event.

Therefore, if a lead contacts your company asking why they received an email on a specific day, you can check in Lead Activities which Legal Basis authorized communication at that time.

Cookies

The Cookie Consent event contains the registration details of the information. To see the details, click View details.

Cookie Consent event details

• Banner type: contains information about your banner settings. If you request cookie consent or simply notify of their use.
• Identifier: the identifier of the source of the information, i.e., it may be the identifier of a Landing Page, Import, etc.
• Status: the lead's response in relation to the purpose, i.e. their acceptance or refusal. If the Lead ignored the banner or the visitor did not convert, this event is not generated.

Data Protection Section

This section contains the consolidated data related to Data Protection, i.e. the most recent response a lead has given in relation to Data Processing and Receiving Communications. This is the data you can segment via the Data Protection conditions.

If a lead converted on a Landing Page yesterday and agrees to receive communications, the information that will appear on their profile is that they have agreed to Receive communications in the Data Protection section. If the lead converts again today and has refused to receive communications, the information is updated in the Data Protection section and it appears that the lead has refused to Receive communications.

To understand the history of changes, you can check the events in Lead Activities.

When the lead does not have Data Protection information, this section displays No information and you will also not be able to identify any Legal Basis Update event in Lead Activities.