Let's discuss quick wins and responsive actions that marketing operations departments need to be are of in respect to GDPR compliance. If your MarTech stack is using tools like Marketo, Eloqua, Pardot, Marketing Cloud or Act-On and Salesforce, or Microsoft Dynamics, then this is info you need to know!

1. GDPR Compliance
What Marketing Operations Needs to Know
Any information provided here is not legal advice; it is designed
to highlight tools, techniques, and services that can help you
with your compliance programs. For legal advice, you should
consult with your own legal counsel.
Dan Radu
President & Founder, Macro
+1 647 760 8629
dan@macromator.com

2. General Data Protection
Regulation (GDPR)
2
• What: Replaces Data Protection Directive (DPD)
• When: May 25, 2018
• Who is Protected: EU Citizens and Visitors in EU Premise
• Why: 4% of Global Revenue or €20M Penalties
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3. Our Perspective
3
• GDPR is massive and difficult to understand
• It's not game over for marketers
• Think of the changes needed as a trust building exercise
• Marketing operations plays a key role
© Macromator Inc. Private & Confidential

4. What You Should Do (Quick Wins)
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• Audit Your Database to Identify EU Data
• Update Preference Communications Center
• Update Forms
• Non Required Opt-in Checkbox
• Link to Privacy Policy
• Update Cookies to Request Explicit Consent
• Document Origin of Records
• Lead Source, Created Date, Opt-in Language
• Verify Location
• Update Your Privacy Policy
© Macromator Inc. Private & Confidential

5. What You Should Do (Full Action)
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• Data Protection by Design and Default
• Lawfulness of Processing
• Conditions for Consent
• Security of Processing
• Data Subject Rights & Information
• Data Inventory
• Data Protection Impact Assessments
• Data Protection Officer
• Controller-Processor Relationships
• Data Breach Reporting
© Macromator Inc. Private & Confidential

6. References
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GDPR
• EUGDPR.org
• Full GDPR Lex
• GDPR FAQ
Assessments
• Information Commissioner’s Office (ICO) Self Assessment
• ITTRUST.EU
Certifications:
• Certification Europe
• The Institute of Direct Marketing (IDM)
© Macromator Inc. Private & Confidential

7. © Macromator Inc. Private & Confidential
Dan Radu
Founder & President Macromator Inc.
Marketing Operations & MarTech Agency
http://MOps.Agency
+1 647 760 8629
dan@Macromator.com
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