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How to Get Customer Consent or Track Legal Basis to Process your Lead's or Customer's Personal Data

Obtaining customer consent for data processing is crucial for businesses to ensure they are compliant with data protection regulations. It not only demonstrates respect for the privacy and rights of individuals, but it also helps to establish trust and transparency with customers. By obtaining valid and informed consent, businesses can confidently process personal data knowing they have a legal basis to do so.

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Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel.

  1. What is personal data?

    Any information which are related to an identified or identifiable natural person

  2. Where can personal data be collected?

    Funnels & Websites

  3. Pre-requisites

    • Privacy policy should be displayed during obtaining the personal data

    • Get your customer's consent to process their personal data or make sure you have a legal basis for doing so.

  4. How to get consent from your customers

    • Forms & Forms embedded on websites or funnels

    • Surveys & Surveys embedded on websites or funnels

    • Webchat

    • Calendars & calendars embedded in funnels or websites

    • Order forms embedded in funnels or websites

  5. How can you track your "legal basis" for processing customer's personal data if they have not expressly consented to the processing

    • Create a tag for it and apply it to such contacts (where it applies) either manually or by means of an automation

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