Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Simple GDPR process
Customer experience | Sales, Customer Insights,...
Suggested answer

Simple GDPR process

(0) ShareShare
ReportReport
Posted on by Danielson80 5

Hey Guys,

hope everyone is doing great. I did some investigations and test runs with Dynamics 365 for Marketing beginning of last year but I'm really struggling getting something "easy" done. 

I want to create a customer journey for a really easy Double Opt In / GDPR process that looks like the following:

1. For new contacts
2. Send an email and ask them to click a button to consent to GDPR
3. Landing Page opens and the contact clicks a button to agree on GDPR
4. A confirmation email is being sent to the contact

This process now already keeps me busy for days.

I`m fine with the customer journey and I'm using a suppression segment to filter out contacts which - during the journey - agree to GDPR. But I'm having hard times getting the landing page and the confirmation done and dusted. So my questions are:

1. How can I set up a page that allows the user to just click a button which then should set a field of his related contact record to something?
2. How can I setup an email with a button that leads the user to that landing page and the landing page knows which recipient (aka contact) clicked that button?

That concept is somewhat hard to grasp for me. The Double Opt In / GDPR documentations are a bit overwhelming and - as it looks like - way to much than I need.

Thanks everyone for helping, even with pointing to some resources which I'm happy to read.

Best regards
Daniel 

  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: Simple GDPR process

    Hi Daniel,

    the process you've described looks quite similar to OOB DoI functionality. Are you familiar with that? What is lacking there to fit you goal?

    Docs: https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/383087/double-opt-in-for-marketing-form

    Or you need to gather customers' consents without regards to subscriptions? Can you please explain your business goal?

    BR,

    Elena

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Simple GDPR process

    Hi Daniel,

    You could take my answer in this thread as reference:

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/383087/double-opt-in-for-marketing-form

    For your questions,

    1: You can hide input fields and change submit button value to "I agree", and use javascript to change "Agree to GDPR" field to "Yes".

    (run it at "afterFormLoad": https://docs.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility#form-events)

    2: As I answered in the thread, you need two forms and use form 1 to make recipient be a known contact by javascript function, then get saved value from recipient's browser cache to populate fields on form 2.

    Because the OOB known contact feature only works when recipient opens the subscripition center page via link in marketing email.

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,466 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans