Compliance Profiles - Main + Regional profiles

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Posted on by mkirkpatrick

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I am working with a Canadian client on an implementation where we need to respect Quebec's Law 25 which is more similar to GDPR. We would like to have a main compliance profile with a Commercial purpose and supporting topics that use the non-restrictive enforcement model for anyone not living in Quebec. For Quebec residents we would like to have a Commercial - QC purpose using the restrictive model. We can then use the different purposes on emails and segment sends.

Question - is there a way to share purpose and topics? Right now it seems like I would have to mirror the topics under the two purposes. It feels like I would have to actually have a separate compliance profile so that I could have a different preference center where the purpose and topics could be tailored to the restrictive or non-restrictive purposes?

Am I interpreting this correctly?

Any other suggestions on regional compliance management?

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mkirkpatrick 113 on at

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Compliance Profiles - Main + Regional profiles

Thanks @MikeUllrich - yes, your comments align with what I expected. Quebec law is very similar to GDPR. I will certainly see if the client will go for this approach, but doubtful until absolutely required. Separate copies of emails seems like an inevitable scenario otherwise, whether that is through separate purposes or separate profiles altogether.

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MikeUllrich 18 on at

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Compliance Profiles - Main + Regional profiles

Hi @mkirkpatrick,

I am not familiar with Quebec law, yet as I understand there are similar requitrements as in Germany (GDPR and double opt-in).

1. If this is the most restrictive application, why don't you make all the other states the same. Maybe you fear to get less double opt-ins and therefore less leads/customers. That might be true, but the GDPR and double opt-in are a good way to show you are taking data privacy seriously and give the user full control. Now you only have one compliance center with one purpose with underlying topics, all leading to one preference center. Maybe that's worth a thought? Because this is the only scenario where you can have one marketing mail without duplicating mails.

2. If you want/need to distinguish, if you are using the same compliance profile, you would need a separate purpose (with double opt-in activated) and a copy of the topics. This should work, yet the prefence center ist not nice to the customer as there are two purposes: e.g. Newsletter Quebec and Newsletter (rest of Canada). You could use JavaScript to make one of the purposes visible or invisible. See: Create branded, customized preference centers to manage customer consent - Dynamics 365 Customer Insights | Microsoft Learn. As said above, you need to duplicate mails, because each mail can only have one topic.

3. Lastly you can have a completely separated compliance profile. This gives you the option to design two different preference centers without JavaScript. Unfortunately mails need to be duplicated,too. Yet there is an option to copy mails.

Regards,

Mike

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Mike Ullrich, Chief Editor OKAI: German-AI based Dynamics 365 support

OKAI - AI basierter Dynamics 365 Support · Kunden-Self-Service

a service by Objektkultur Software GmbH, Ritterstr. 5, 76227 Karlsruhe

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