Emails - Marketing Consent - GDPR


The EU has passed a law taking effect May 25th, 2018, that has a number of privacy requirements. We have done some work to make it easier for you to be compliant with these new rules. If you are in the EU, we will automatically implement the opt-in rules below on May 24th or for any new EU accounts created.

Opt-in Consent

New Leads
We've added a "Marketing Consent" option to the Optional Fields. Simply turn it on and you'll get a required opt-in request automatically added to your quote request form. We've attempted it craft it in a way that will help you get as many people to opt-ins as possible. This is further customizable as well if desired (see bottom).

Existing Customer List
Customers who have done business with you in the past are considered to have a "legitimate interest" in receiving marketing content from you. If they are only prospects (only got a quote but never booked) then it is recommended they be unsubscribed from your newsletter. 

We will unsubscribe them from 'email newsletters', and 'quote - yearly reminder' emails as these are both typically used for marketing purposes only. The other automated emails our software supports are in response to legitimate business interests expressed by the customer and thus should be okay to send.

Right to be Forgotten

If a customer requests this, simply delete their customer record under Customers and their Lead data will also be deleted. If they are a past customer of yours you can still retain their data in your accounting software (and/or the software) in order to comply with your legal obligations for financial record keeping.

Notice of Data Breach

In the event of a data breach, we will notify you as soon as possible so that you will be able notify your customers as well. We work hard to keep your data safe and secure, and have not had an unauthorized data breach episode.

We also do not store high-risk data (such as credit cards) and we recommend you do not manually type these in to the system. 

Customizing the Code

You can customize the option by turning off the "Marketing Consent" under option fields and pasting  the following into the HTML of your quote form. Be sure to leave the name="marketingconsent" section alone, but the rest can be changed:

<span style="color: rgb(0, 0, 0);"><div class="control-group">
    <label class="control-label" for="marketingconsent">Yes! Get future communication from our company notifying you of specials.</label>
    <div class="controls">
        <input value="Yes" required="required" name="marketingconsent" id="marketingconsent" type="radio"> Yes &nbsp;&nbsp;&nbsp;
        <input value="No" required="required" name="marketingconsent" id="marketingconsent" type="radio"> No
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