Best Practices in Customer Preference Management | Webinar Slides

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Read the four key best practices in customer preference management from Janrain's webinar. Visit our website for the on-demand recording: https://www.janrain.com/resources/webinars/webinar-best-practices-customer-preference-management

Technology

1Copyright © 2018 Janrain, Inc. All rights reserved.
Four best practices
Preference
Management
Strategy

2Copyright © 2018 Janrain, Inc. All rights reserved.
Our presenters
Kathleen Kent
Technical Consultant
Janrain
Greg Griffiths
Sr. Product Marketing Manager
Janrain

3Copyright © 2018 Janrain, Inc. All rights reserved.
Our clients

4Copyright © 2018 Janrain, Inc. All rights reserved.
Why does preference
management matter?

5Copyright © 2018 Janrain, Inc. All rights reserved.
The Carrot:
Improved customer trust and
engagement
• Fine-grained consent options
• Complete customer control
• A clear understanding of purpose

6Copyright © 2018 Janrain, Inc. All rights reserved.
The Carrot:
Improved customer trust and
engagement
• Preference management is a
valuable, under-utilized tool
• Preference management is an
enterprise-wide commitment

7Copyright © 2018 Janrain, Inc. All rights reserved.
The Stick:
GDPR and other regulations
• No “blanket” consent for all purposes
• Complete customer control of data
• A clear understanding of purpose

8Copyright © 2018 Janrain, Inc. All rights reserved.
The Stick:
About GDPR
• General Data Protection Regulation
• Enforceable: May 25, 2018
• Applies to companies based in the
EU and companies outside the EU
that collect or process data of
residents of the EU
• Requires that consent has been
given for the processing of data for a
specific purpose

9Copyright © 2018 Janrain, Inc. All rights reserved.
Disclaimer
In this presentation, we refer to the General Data Protection
Regulations (GDPR) legislated by the the European Union (EU).
Your own legal team will need to provide counsel as to how GDPR
relates to your business. This presentation is provided for
informational purposes and should not be considered legal advice.

11Copyright © 2018 Janrain, Inc. All rights reserved.
Enable fine-grained consent

12Copyright © 2018 Janrain, Inc. All rights reserved.
What is fine-grained consent?
Enable fine-grained consent

13Copyright © 2018 Janrain, Inc. All rights reserved.
Enable fine-grained consent

14Copyright © 2018 Janrain, Inc. All rights reserved.
Compliance requirements
According to Article 4 of GDPR:
‘Consent’ of the data subject means any freely given, specific,
informed and unambiguous indication of the data subject's
wishes by which he or she, by a statement or by a clear
affirmative action, signifies agreement to the processing of
personal data relating to him or her.
Enable fine-grained consent

19Copyright © 2018 Janrain, Inc. All rights reserved.
Be transparent about
purpose of consent

20Copyright © 2018 Janrain, Inc. All rights reserved.
• Know why you want data.
• Share why you want data.
• Manage Terms of Use
correctly
Be transparent about purpose of consent

21Copyright © 2018 Janrain, Inc. All rights reserved.
Purpose Definition Short Code
To enable the entity to carry out the core functions of its site/app/services Core Function
To deliver contracted or requested services to the customer Delivery
Communicating with the customer about specific information or services Contact Request
Providing the customer with a personalized experience with a personalized
experience of site/app/services
Personalized Experience
Communicating with the customer about other products or services Marketing
Communicating with the customer about the products or services of third parties Third-party marketing
Be transparent about purpose of consent
The Kantara Initiative, 2017

22Copyright © 2018 Janrain, Inc. All rights reserved.
Know when and why
preferences change

23Copyright © 2018 Janrain, Inc. All rights reserved.
Know your triggers
Know when and why preferences change

24Copyright © 2018 Janrain, Inc. All rights reserved.
Maintain auditable records
Know when and why preferences change

25Copyright © 2018 Janrain, Inc. All rights reserved.
Respond to customer data requests
Know when and why preferences change

27Copyright © 2018 Janrain, Inc. All rights reserved.
Four best practices in
preference management
Thank You!

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Best Practices in Customer Preference Management | Webinar Slides

6. 6Copyright © 2018 Janrain, Inc. All rights reserved. The Carrot: Improved customer trust and engagement • Preference management is a valuable, under-utilized tool • Preference management is an enterprise-wide commitment

7. 7Copyright © 2018 Janrain, Inc. All rights reserved. The Stick: GDPR and other regulations • No “blanket” consent for all purposes • Complete customer control of data • A clear understanding of purpose

8. 8Copyright © 2018 Janrain, Inc. All rights reserved. The Stick: About GDPR • General Data Protection Regulation • Enforceable: May 25, 2018 • Applies to companies based in the EU and companies outside the EU that collect or process data of residents of the EU • Requires that consent has been given for the processing of data for a specific purpose

9. 9Copyright © 2018 Janrain, Inc. All rights reserved. Disclaimer In this presentation, we refer to the General Data Protection Regulations (GDPR) legislated by the the European Union (EU). Your own legal team will need to provide counsel as to how GDPR relates to your business. This presentation is provided for informational purposes and should not be considered legal advice.

10. 10Copyright © 2018 Janrain, Inc. All rights reserved. Four best practices in preference management ● Enable fine-grained consent ● Separate preferences from profile settings ● Be transparent about purpose of consent ● Know when and why preferences change

14. 14Copyright © 2018 Janrain, Inc. All rights reserved. Compliance requirements According to Article 4 of GDPR: ‘Consent’ of the data subject means any freely given, specific, informed and unambiguous indication of the data subject's wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her. Enable fine-grained consent

18. 18Copyright © 2018 Janrain, Inc. All rights reserved. Support progressive opt-in • Decrease registration barriers • Build trust with customers • Provide relevant opt-in opportunities Separate preference management from profile management

21. 21Copyright © 2018 Janrain, Inc. All rights reserved. Purpose Definition Short Code To enable the entity to carry out the core functions of its site/app/services Core Function To deliver contracted or requested services to the customer Delivery Communicating with the customer about specific information or services Contact Request Providing the customer with a personalized experience with a personalized experience of site/app/services Personalized Experience Communicating with the customer about other products or services Marketing Communicating with the customer about the products or services of third parties Third-party marketing Be transparent about purpose of consent The Kantara Initiative, 2017

26. 26Copyright © 2018 Janrain, Inc. All rights reserved. Four best practices in preference management ● Enable fine-grained consent ● Separate preferences from profile settings ● Be transparent about purpose of consent ● Know when and why preferences change

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