GDPR is (Still) Coming–Are you Ready? Part 2

Welcome to the Part 2 post about GDPR, the new privacy regulations that will impact marketers who reach the EU, effective 25 May 2018. Fines can be up to 4% of your gross revenue or 20 million Euros, so be prepared!

Part 1 discussed the regulations, the type of information impacted by the rules and how your organization might be affected. This post will give some ideas about how you can try to opt in the current EU names on your database, update online forms, and your website itself.

Forms

  1. Collect only data that you know you will use.
  2. Remove pre-checked boxes when people opt in/out of your brand’s secondary offers. People will have to opt in for additional offers.
  3. Consider a double opt in. There is when you send an email to the person who opts in, reconfirming that they really want to opt in.

Permission

  1. Make clear–by separating into distinct sections–the difference between accepting terms and conditions on your website and opting in/out of offers.
  2. Offer a list of specific areas of interest that recipients can choose to receive information about, allowing the recipient to check yes or no to each one. Again no pre-checked responses (See #2 in forms).
  3. Ask how people want to be reached: telemarketing, email, direct mail. This is not required, just a suggestion.
  4. Offer a way for people to change the frequency of receiving messages (which may eliminate some permanent opt outs) as well as a way to opt out of everything.

Privacy

  1. Update your privacy policy to include information about GDPR and how you will use collected information.
  2. Note that website cookies are also impacted by the regulations. Consider having a message about cookies pop up when someone comes your website. On a recent trip to Italy and France, cookies message popping up on virtually every website I visited.

If you want more detailed samples of some of these items, feel free to contact me.

The journey continues.

Cindy

DISCLAIMER THAT I am not an attorney so this should not be construed as legal advice. This post is MY interpretation of what I have learned about GDPR so far, as a marketer who tries to stay on top of audience development and marketing issues. Any legal instructions should come from an attorney with knowledge of GDPR regulations.

GDPR is Coming–Are you Prepared? Part 1

Apologies in advance that this post is so long. There is a lot of information to cover…

GDPR is THE hot topic for many businesses right now—what is it? How will it impact US based marketers? And how can we prepare?

GDPR is the acronym for General Data Protection Regulation, the sweeping new privacy laws impacting companies that collect and use personal data from people residing in the EU. Customer privacy is the main reason these new regulations were created. They will impact the way that companies collect, use, and update data on current and new customers.

These new laws go into effect 25 May 2018 –Less than three months away!

The penalties for not complying are stiff– the greater of €20 million or 4% gross revenues.   That’s why it’s so critical to have an organizational plan for dealing with customers from the 27 states of the EU.

I have attended two webinars, talked to people, and done a lot of online research about GDPR in recent weeks to learn more about these new regulations. The legislation is long, wordy, complicated, and a little unclear with direction for exact requirements to avoid problems. Very convenient. The key to success will be to have an organizational plan for how to deal with these changes.

There are a plethora of checklists online that your organization can use to better understand GDPR and implement a compliance plan. I’ve synthesized a couple of them here into six key steps:

  1. Understand the law—the new regulations were basically created to ensure user privacy. There’s no differentiation between business and personal use. Both the companies collect the data and send out messages hold some responsibility for the data usage.
  2. Know which data is regulated—
  • Basic contact information (ie. Name, mailing address, etc)
  • Web data such as location and IP address
  • Health and genetic data
  • Biometric data
  • Racial or ethnic data
  • Sexual orientation

We are accountable for the data we hold

  • Why are we collecting certain data points?
  • How did we get the data?
  • How long will we retain the data?
  • How secure is the data?
  • Do we ever share this with a third party? How are their procedures?

Other privacy issues that the consumer have include the

  • Right to be forgotten
  • Right to opt out at ANY time
  • Right to review why/how data was collected
  • Right to access data
  • Right to data portability, meaning take it with them if they move/change jobs/etc
  1. Review current data collection, storage procedures, privacy policies.    
  2. Update current EU customers on your database, forms, and privacy policies.
  3. Run a gap analysis on website/data collection flow and implement additional changes as needed. In addition, educate other departments about the new rules.
  4. Reevaluate and revise as needed.

Other terms and changes we need to be aware of:

  • The GDPR considers three types of roles within organizations:
    • Controller—who determines the purpose and means of data collections (the “how” and “why”)
    • Processor—who processes the data on behalf of the controller.
    • There will be cases where publishers can be both a controller and a processor, in the case where we send out an email for a client.
  • Appoint a data protection officer (DPO), to oversee and manage GDPR program. Technically only certain organizations need a DPO, but pretty much everything I’ve heard says that for good business practices most organizations will appoint a DPO.
  • Prepare for data breach. Any data breach should be reported within 72 hours. The webinars I listened to say that’s almost impossible– but that’s the guideline. An interesting fact that that I heard is that 75% of data breaches are caused by internal personnel. So any staff that sends out emails needs to be educated on the new laws.

Part 2 of this post will offer some steps to  properly vet current names on your database and update your websites.  It is now posted and can now be found here.

One of my favorite more detailed checklists online can be found here.

DISCLAIMER THAT I am not an attorney so this should for sure not to be construed as legal advice. This post is MY interpretation of what I have learned about GDPR so far, as a marketer who tries to stay on top of audience development and marketing issues. Any legal instructions should come from an attorney with knowledge of GDPR regulations.

The journey continues.  Cindy

The Case for Audience Development Professionals as Content Marketers

Experienced magazine audience development professionals should be perfectly poised to be online content deliverers. Every day we communicate with customers and gather or update their demographics; we build, maintain and update databases; we deliver a brand to a targeted audience; we analyze our customer profiles and find new audiences; we test new technologies and channels; and we deal with customer service issues.

However, I deal with media/information companies who still keep the magazine audience development experts in distinct silos from online content.–often with a very firm wall between these groups. I don’t understand this.

With the skills we have and our knowledge of the audience database, we should be able to help you push electronic content/offers in many forms: e-newsletters, white papers, research, event attendees, video, etc. The final form of the offering is what has changed, not necessarily the methods of reaching your targeted audience.

There are certainly areas of the online marketers expertise that might be different, including technical knowledge of the online platforms that are used to promote your brands.  Combining the competence of these two areas can create a powerhouse marketing area that helps deliver your content to reach advertiser goals and get more awareness for your brands and visitors to your sites.

The journey continues.

Cindy

AAMP Meeting & Presentation

Last week I gave a presentation at the annual AAMP  annual conference (Association for Audience Marketing Professionals) in LA.  My husband Bob Kennedy, who works for Omeda, and I did a joint presentation on Deep Dive into Email Marketing.  We discussed database quality, ways to build your database, and best practices for email today.  The latter might change by 2018, since technology and recipients’ expectations seem so fickle.   This was a first for us–and I think it was a success!

Here is a copy of our final presentation, if you want to learn more about email marketing today: Cardinal-Kennedy AAMP presentation 9-17 V7

I attended and presented at AAMP several years ago, and this year surpassed my expectations. It was great to interact with so many audience marketing professionals and long-time friends, who are facing similar work struggles.  Knowledgeable speakers with fun networking events make for a worthwhile show.

Contact me if you have any questions about our presentation or topics.

The journey continues.

C

P.S. Bob and I  put a lot of time into this presentation. Please don’t “steal” our slides to use as your own, unless you ask expressly for permission to do so.

4 Ideas for Re-Engaging Inactive Customers

How fresh is your customer list? Business email data decay rates vary depending on industries reached, but the research I found shows an average of 25-30% annually. Several reasons for the data degradation are that people switch jobs, they stop using old email addresses, and companies change names or get bought out by other firms.

Many B2B firms have to renew their magazines subscriber lists for USPS and audit bureaus. But, they don’t regularly update other list segments, including e-newsletter lists. This can hurt email send scores, delivery, email reputation. Response rates for other offers also plummet.

You don’t necessarily need to replace all the inactive email recipients. Universes are limited. Previously engaged people already know your brands. I have found that it is usually less expensive to try and re-engage some of your older or inactive customers than to get all new users.

Here are 4 simple, cheap offers you can test now to re-activate unengaged customers on your database:

  1. A freebie offer of another brand component can be a quick effort, to see if someone is still using that email address. It can be something inexpensive, but with perceived value to your customer—a white paper download, a sister magazine, a free e-newsletter, an Infographic.
  2. A short request or survey to update demographics or continued interest in your brand. This can be a separate email, or a simple click option embedded into an existing e-newsletter delivery.
  3. People love badges! They include in their email signature lines, LinkedIn profiles, etc. Ask customers to get involved on a research/hot topics/editorial panel. If they express interest and respond to follow up offers, then create and send them a digital badge. Bonus, those badges also spread the reach of your brand.
  4. Email offer to win cash or prize for updating demographics. You may have to include some legalese in your effort, but people love cash or cash gift cards.

If none of your re-engagement efforts work, then it’s time to think hard culling your current lists. Meanwhile, you should have some ongoing efforts to recruit new customers, so your data does stay fresh.

The journey continues.

Cindy

8 Questions To Ask About a Database Before Advertising

Recently a prospective vendor asked how big a client’s database was, to decide whether to advertise with us. “What other metrics do they want?” I asked.  None, I was told.

None?  Really?

Anyone can build a big database–really big–filled with garbage names, inactive records, known bad addresses, lists culled from questionable sources. However, I highly doubt that a database filled with those lists is going to get any client worthwhile introductions or engagement.  Or any follow up advertising from that vendor.

I have shared many posts on building a successful database, such as What is YOUR Database STRATEGY?Spring Cleaning Your …. Data, and 5 Low-Cost Ideas to Improve Email Response Rates. Now.

For advertisers evaluating a database, I think there are better questions a prospect can ask to gauge whether a database is healthy and a viable fit for them.  Some of them include (in no particular order):

  • How many active users (prospects/customers) have you added to your database in the last year?
  • How many people in my specific target area do you have on your database? Can you show me any demographic profiles?
  • What percentage of your database has demographics?
  • How are you building brand engagement?
  • What is the average open rate on your emails/enewsletters/etc?
  • If you own multiple, similar brands I want to advertise with, what is the overlap on their distribution?
  • If considering hosting a webinar, what is the average attendee vs. sign up ratio?  How long does the average attendee participate in the webinar?
  • How do you actively try to re-engage older customers on your database?

Every database will have strengths and shortfalls. I tell my clients that we should promote our positive points upfront.  By providing snippets of data, it may eliminate questions that emphasize weaknesses. Obviously, the success an advertiser sees in their marketing programs will truly show them the effectiveness of our database and their investment.

The journey continues. Cindy

Technology Changes: A Group Effort

Firm A: Technology specialist got a new email provider. Prior to this, there were no discussions with database management team of how to integrate this new service with their data platform. How would new or updated records be transferred, opt outs be managed, demographic changes be reflected?

Firm B: In an information services company, the marketing dept. signed a contact with a large marketing automation software company. They then turned it over to IT with the directive to implement this with their current database software. Since IT was unaware of this purchase until after the fact, no consideration had been given to if or how complicated this integration would be, whether this was a good fit, or the costs for building the data communications.

As our technology platforms multiply and get more complicated to integrate, it is imperative that teams work together to find the most appropriate, flexible, cost-effective, and user-friendly option BEFORE a contract is signed.

Multiple user groups should be involved in the final testing testing of a new system—users from events, e-media, subscriptions, membership, research. Listening to the pros and cons of this system from a variety of intelligent voices can help give a new perspective. Also, when others are consulted, I have found the buy-in to change improves. Why invest in a system that no one ends up using?

There should also be an objective project manager who keeps the process moving forward and looks out for the organization’s best interests. Often the different user groups will look at these explorations from how it impacts just their department. They are not aware how this change will impact the entire organization’s processes to hopefully streamline workloads, learn more about customers, and improve the bottom line.

The project manager can be an internal or external person. I have done this from a consultative role for several firms.  If you do hire an outside consultant, find out their relationship with the companies under consideration. While we are all familiar with different firms, I do not think that as consultants we should be financially or otherwise tied to firms we recommend, unless full disclosures are made.

And if you have yet to lay out your STRATEGY for a new database or technology platform, be sure to read my recent post on this topic.

The journey continues.   C

White Papers & Lead Generation-Part 2

Promoting white paper downloads helps media companies offer targeted leads to advertisers, increase their web traffic, and improve their own database. The first part of this 2-part blog post discussed what white papers are, how they are used, and why they are so popular today.

In doing research for that post, I visited many media web sites. I saw a huge disparity in the amount and types of data that firms are collecting for a free white paper download. Brands are asking a range of collecting no data (why? unless you are just looking for distribution quantity, but no ability to follow up) to asking for complete contact information and detailed demographic questions.

What information you require for download will depend on 1—what will help you identify an existing customer or capture a new one 2—what information you need to give back to an advertiser and 3—what demographics you deem imperative to capture for your database, for improved marketing.

One of the quickest registration starters is to ask for just an email address on screen 1.

FR reg p 1 2016-05-23 at 3.57.39 PM

CRN email only at 3.46.02 PM

If a customer is in your system, then the link where a customer completes contact information can be pre-populated. (ie. their name, company already typed in the boxes). If it is a new customer, then that person completes the contact information form. Below are the page 2 links for the previous screens:
FP contact demos 2016-05-23 at 3.57.29 PM

 

 

 

 

 

 

Notice that above they are collecting some demographic information with the registration questions.  The form still looks short, since the demo questions have drop down options.

CRN addr 2016-05-23 at 3.46.24 PM

The quicker the process for your customer, the higher the chance they may visit your site again when they have an informational need.

Other questions to consider as you set up your forms:

What other information do you need to capture on the reg form, to make the lead usable for both you and the advertiser? This CFO form is very simple.

CFO simple reg 2016-05-23 at 4.08.43 PM

This one includes phone numbers, which I saw required on very few forms.  I wonder if they tested the form to see if that requirement impacted download rates.

CFO detail reg

Do you need a mailing address now? Or can a sales person ask for that data later, once the lead is captured?  That might improve response rates.

For existing customers, are there some demographics missing from their profile? Can you ask for one piece of it when they make a download?

Can you test the questions asked on reg forms? Testing often shows there is a balance of the amount of information collected and the value of the “free” download.

I think that you are limited in your form creation by your front end and back end systems, time to create and manage them, and your imagination.  This process is changing dramatically, driven by both user whims and advertiser demands. The fluctuations may decrease with in a year, but right now I think it’s a bit of the Wild West.  Testing, tracking, changing, test again.

The journey continues.

C

White Papers & Lead Generation—Evolving Daily. Part 1

White papers are reports usually offered as free downloads. The content is a focused topic  that pertains to the creator’s business and that the downloader wants to learn more about. In return for the free white papers, people supply the hosting company with contact information, possibly some demographics.

White papers are a valuable part of the revenue steam and help with brand building, lead generation, and database building.  Many media companies have “white paper” sections on their websites.

screen-shot-2016-06-08-at-12-53-48-pm

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Manufacturers or service providers post white papers on their websites as well.

screen-shot-2016-06-08-at-12-55-04-pm

However, they often want them posted on media company sites to be introduced to potential customers. By virtue of media companies’ heavy content, many have regular website traffic of people visiting them.

When posted on the media company’s site, the white paper leads are passed to the advertisers.  Vendors are finding these lead generation programs worthwhile, since these are pre-screened prospects. They can try to convert to future sales. Sometimes leads are downloaded directly to the advertiser websites, which can be a missed opportunity for the media company to build its database.

There are 3 main kinds of white papers, with hybrids as well. To keep it simple, I use the “advertiser” to represent the firm posting the white paper and “media company” to refer to the company selling the services and hosting the white paper.

  1. The advertiser writes its own white paper to put on a media company’s website.
  2. The media company does proprietary research with the advertiser to create and execute the white paper.
  3. The media company creates a white paper with its own internally generate content to help build its own client base.

I will ignore the 4th type , which is straight forward sales material. This is NOT a white paper and should be called what it is.

Perusing many websites recently shows that data collection for online white papers is like the Wild West—no protocol, no rules, firms collecting data points from nothing to way more information than people are willing to give for a free download.

Part 2 of this post will include a sampling of the wide range of data collection forms, with pros and cons for each.

The journey continues.

C

What is YOUR Database STRATEGY?

In a publishing or information services company, every department has data. A lot of it. In different formats. With a range of collected demographics. And wants to store and use it in a variety of ways.

Typical departments can include:

  • Audience development (for the magazines and e-newsletter lists)
  • Events
  • Membership
  • Events
  • Research
  • List Services

Each of these departments has a different view of the database, but those individual views may not be what is best for the entire company database.  If there is no central communication, I envision the blindfolded people around the elephant: each with a completely different view of the animal but no one grasping how complex the animal is.

When reviewing options for how to best house your customer information, it is critical to have someone looking at the STRATEGY of how you want to capture customer data, maintain it, use it in the future. You need that over-arching view as you consider technology options for what is best for the entire organization.

This is not an easy task today. Online customers drive how much information they will offer about themselves to interact with your sites, your offers, your products. And as I have said in previous posts, this can be at odds with the information that advertisers are demanding. Without a strategy, it can be cumbersome and frustrating for internal staff AND customers, who are continually asked for unnecessary data about themselves and sent offers they have no interest in.

There are some database management systems that have incredible front ends for data capture, but the back end of the system is not as nuanced as many business-2-business firms require today. There are some systems that can store and massage your data, but the front end for data capture is severely old-fashioned.

I have been involved in several recent database reviews. I am not sure there is ONE firm that best provides the superior front AND back end services for today’s multi-faceted information services companies. The online interactions and interests of both advertisers and customers are changing so rapidly, it is hard to keep up technology-wise. But, you can combine the services of more than one firm to reach your goals.

Be sure to involve an experienced database manager at the front end of your development process. She can help decipher the needs of the various departments, ask targeted questions to potential database firms, and help determine which systems might work best for your company today to market smarter and maximize revenue. And tomorrow.

The journey continues.

C