Product Update: Show used personal data to your subscribers (GDPR)

It might happen that your subscribers ask you to show what data you store about them. As a business owner and marketer it is your responsibility to fulfill this request. Automizy’s responsibility is to provide this option.

Therefore,  you can export stored data about a subscriber from the profile page to a text file in machine-readable format.

Why is this feature important?

As we wrote in this article about GDPR, one of the most important right of your subscribers is “portability and access”.

It simply means that your subscribers can ask you to send them the data you store in Automizy about them.

Also it’s important that the data you provide is readable by machines and easily reachable when you send it to your subscribers.

How to provide personal data to your subscribers?

  1. Go to Contacts/Lists and click on the View button on the list where your contact isChoose a list
  2. Search for the subscriber you wish to export and click the “VIEW” buttonView subscriber
  3. Click the “EXPORT” button on the profile page and wait for the file to be downloadedExport personal data of a subscriber
  4. Send the downloaded file to your subscriber.

If you want to read it, open it with for example NotePade or NotePad++ on your computer, copy&paste the text for example to this free service.

It generates an easily readable format for humans from the exported data.

New Feature: Data Update Page (GDPR)

Your subscribers have to be able to modify what data they share with you. According to GDPR you only have to share this data with them if they ask for it and change it if they tell you to do so. But it is a difficult and slow process that’s not enough for your subscribers – they want transparency and trustworthy companies.

Therefore, we are introducing Data Update Page.

What is a Data Update Page and why is it good?

Data Update Page is a web page where your subscribers can edit the information they shared with you. They can reach their page by clicking a specific link in your emails’ footers.

It looks like this for your subscribers:

Data modification webpage

 

How to setup your Data Update Page?

Firstly, share the custom fields you want to be shown on the Update page.

  1. Go to Settings/Custom FieldsCustom Field list
  2. Now you see the list of custom fields you use currently. Click the down arrow next to a custom field (right to the “EDIT”) which you want to be shown on your Data Update Page for your subscribers.Split button
  3. Now choose “SHOW ON UPDATE PAGE” optionShow on update page
  4. After you click on it, you will see a blue eye icon appear on the custom field you chose. It means that custom field is published on your Update Page.Eye icon

Secondly, add the Update Page to your emails.

  1. Create a new or an existing email (drag and drop email), got to the builder and click on the footer blockClick footer
  2. Now click the Unsubscribe option on the right side barclick on footer
  3. Scroll down and you will see the “Data Update Page text” tittle. You can customize the anchor text in the box below. When you modify it you will see that the anchor text of the URL is changing in the footer on the left.Anchor text for Data Update Page

How to preview your Data Update Page?

Just send a preview email and click the link in them email that lands in your inbox. You will see dummy data on the website as it is a preview of the Data Update Page.

New Feature: Show your subscribers a Preference Page

In case your have multiple newsletters or you send emails in different topics, you can let your subscribers what type of email communication they are expecting from you.

This is the Preference Page.

What is a Preference Page and why is it good?

One picture tells more than thousands of words – so this is how a preference page looks like in Automizy:

Preference Page

Basically, the Preference Page is a website where your subscribers can customize the emailing experience they get from you.

For example a subscriber doesn’t want to get your Promotions but still interested in your blog articles, therefore:

  • she clicks the “Manage Preferences” link in one of your emails’ footer instead of unsubscribing completely,
  • arrives to the website you saw above,
  • unchecks the “Promotion” option
  • and updates her email preferences by clicking the button.

Viola! You don’t lose a subscriber completely – she just tells you what she wants to receive from you and it happens automatically!

How to customize the anchor text for the Preference Page in your emails?

  1. Create or edit a campaign made by drag&drop email builder.
  2. In the email editor click on the footer block (the last section of your email)
  3. In the slider bar on the right choose the “Unsubscribe” tab
  4. Scroll down and you will see a “Preference Page text” block below the “Unsubscribe” block
  5. Customize the anchor text that is by default “Manage preferences

Manage Preferences

In an email it looks like this:

manage preferences in email

How to add categories to your Preference Page?

Preferences are basically your lists you add to your Preference Page. Here’s how to show a list on your Preference page:

  1. Go to Contact menu, to the lists pageContacts menu
  2. Click on the split buttonShow list on pref page
  3. Pick the “SHOW ON PREF. PAGE” button and you will see a blue eye icon appear on the list, next to the number of contactsShow on preference pageYou can add as many lists to be visible on your website as you want. You can hide them following the same process.

 

Product Update: Build GDPR compliant signup forms

The GDPR (General Data Protection Regulation) will be compulsory for your from 25th of May, 2018. If you want more info on what is GDPR, read this article.

Therefore, we are introducing GDPR compliant signup forms in Automizy!

How to add Privacy and Terms of Use links to signup forms?

  1. Edit or create a new Signup form in the Contacts/Sign up forms menu by clicking the “Create Signup Form” button on the right of the screen
  2. Name your form
  3. You arrive to the form builder.
    On the right slide bar, you can see 2  new check boxes, the second one is checked.Privacy link boxIf you uncheck it, you can see that the text below the button on the left part of the screen (where the form preview is visible) disappears. So don’t uncheck it.If you click into this new block in the form, the options appear on the right slider bar with this text in it:”By submitting this form, you agree the Terms of Use and Privacy of the website.”

    click-in-textblock

    You can edit the text and the links in it. Always change the default links to your webpages as those are just example URLs!

    How to add explicit consent checkboxes to your forms?

    1. Edit or create a new Signup form in the Contacts/Sign up forms menu by clicking the “Create Signup Form” button on the right of the screen
    2. Name your form
    3. You arrive to the form builder.On the right slide bar, you can see 2  new check boxes, the first one is unchecked by default. Click it!On the left side of the screen in the form preview you see a new block becomes visible above the button. It has a checkbox and a text next to it.consent-checkbox-on

      In order to customize the checkbox’s text, click on the block in the form preview.

      In the right slide bar you will see an input field with this default text in it:
      “I consent to having Automizy collect my name and email.”

      click-in-consentcheckbox-content

      Don’t forget to customize this text for every input field you have! You can also add links to your texts.

      GDPR doesn’t require you to add this checkbox to your signup form, but we think it can be a good thing in specific cases to add a plus protection to your website visitors.