Privacy
Overview
With Lead Liaison's Privacy settings, you can give your users a choice in how we interact with them. Users can opt out of visitor tracking, personalization, and marketing in general. These comprehensive options give you the tools to make sure your marketing efforts are compliant with your region's privacy laws.
While Lead Liaison provides many great tools, it is your responsibility to make sure you stay compliant with your region's privacy laws. When in doubt, review local laws and seek legal council.
Requires Latest Tracking Code Version
To take advantage of these new security features your organization must install an updated version of the tracking code, as of May 17th 2018, from your control panel.
Regions
You can apply different privacy rules based on the user's region. For example, you might give European users the option to opt out of tracking cookies, but not give users in the United States the same option. To add a new region,
Navigate to Settings > App Setup > Regions
Click the New button
Give the region a name
Pick the countries associated with the region using the Countries drop-down menu
ORPaste a list of countries into the "Enter each country on a new line" dialogue box
A default region, called "GDPR", to help with the EU's General Data Protection Regulation, is preconfigured in your account.
Privacy Settings
You can control how Lead Liaison stores data on new Prospects. To adjust Privacy settings, Settings > App Setup > Privacy. The table below explains each of the settings.
Setting | Description |
|---|---|
Automatically store company name | When enabled, Lead Liaison will use its proprietary IP to company technology to identify the visitor's company name and store the information in the Prospect's Profile. |
Automatically store location using geolocation information | When enabled, Lead Liaison will use its proprietary IP and geolocation technology to identify the visitor's location and store the information in the Prospect's Profile. |
Do note set cookies for assets if visitor is not already cookied | When enabled, Lead Liaison assets such as landing pages, trackable content, or sales emails will not cookie the user's browser. The user will only be cookied if they visit the website with the Lead Liaison tracking code. |
Do not identify prospects for assets if visitor is not already tracked | When enabled, Lead Liaison assets such as landing pages, trackable content, or sales emails will not track or identify the visitor. Use this option if you want to give users the right to opt in to visitor tracking. |
Data Retention Period | Sets how long Lead Liaison will store tracked data of anonymous Prospects. Note, Lead Liaison will store Known Prospect data indefinitely. |
Default Consent Handler | Optionally choose a Consent Handler that will be shown to all visitors, even if they are not in the Handler's specified region. Note: if there is another Consent Handler that does target the visitor's region, they will see that Handler instead of the default. |
Privacy Fields
There are several fields on the Prospect Profile that can change how we interact with the Prospect. Many of these fields are for your own records, but some can also change the way Lead Liaison works with that Prospect.
Field | Notes |
|---|---|
Call Opt Out |
|
Email Opt Out | When set to Yes, Lead Liaison will not email the Prospect, even if they are directly targeted in an automation or email send. |
Direct Mail Opt Out |
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SMS Opt Out |
|
Tracking Opt Out | When set to Yes, Lead Liaison will not cookie the user's browser and will not track the user's activity. |
Marketing Opt Out |
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Personalization Opt Out | When set to Yes, Lead Liaison will not show SiteEngage™ personalizations or pre-fill data into hosted forms. |
Lawful Basis | Use this field if you are required to show a lawful basis for a marketing to an individual. |
Consent Management
Consent Handlers help manage consent on a granular basis and give your users a choice over what types of visitor tracking and marketing they are comfortable with. For example, a user could choose to opt out of website personalization, but still allow visitor tracking. Best of all, you can create unique Consent Handlers for each Region you add to the system. By using Regions, you can ensure you are getting the best possible data while staying compliant with each region's local laws.
To create a new Consent Handler:
Navigate to Settings > App Setup > Privacy
Click on the Consent Handlers tab
Click the New button
Enter a name for the Consent Handler
Select a region
After selecting a region, you will need to enter the region's default settings. The default settings are described in the table below:
Setting | Description |
|---|---|
Do not track | Disables all visitor tracking |
Consider browser do not track settings | Disables all visitor tracking if the user's browser has a do not track request enabled. |
IP address anonymization | Hides the user's individual IP address by replacing the final digits with zeros. |
Do not store or process geolocation | Prevents Lead Liaison from using IP geolocation technology to store location data |
Do not cookie | Uses IP address and browser information to track instead of using a tracking cookie |