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The Event Marketer’s Checklist
for (Last Minute) Compliance
10 Days til GDPR:
Tuesday, May 15, 2018 | 1 pm ET / 10 am PT
LEGAL
DISCLAIMER:
One Clipboard, Inc. d/b/a Splash provides this guide for informational purposes
only and not as legal advice. Splash cannot determine whether or not the
European Union’s General Data Protection Regulation (“GDPR”) applies to you
or your organization, and following the compliance steps contained in this guide
does not guarantee compliance with the GDPR. Splash is not a law firm, and the
information in this guide is not a substitute for the advice of an attorney.
#GDPRWEBINAR
The Panel
Amy Holtzman
Vice President of
Marketing at Splash

@DemandMarketer
Moderator
Kathy Mammon
Senior Director of 

Demand Generation and
Marketing Ops at Splash

@MarketingMammon
Presenter
Matt Heinz
President of 

Heinz Marketing

@HeinzMarketing
Presenter
#GDPRWEBINAR
10 Checklist Items - 10 Days
1. Understand what GDPR is and the
role you play

2. Enable data transparency

3. Create a plan to capture consent

4. Allow people to easily opt-out of
future communications

5. Give them the right to be forgotten
6. Consider your approach to privacy

7. Be up front about sharing event lists

8. Put Security First

9. Appoint a Data Protection Officer

10. Don’t wait — GDPR is upon us
#GDPRWEBINAR
Poll Question
How far along are you in becoming GDPR Compliant?
a. Haven’t Started

b. Beginning Stages

c. About halfway there

d. In the home stretch

e. Completely done!
#GDPRWEBINAR
Gives individuals in your marketing database
more control and more transparency over how
their information is used and collected.
1. What is GDPR and what is your
role as an event marketer?
New Regulation from
the European Union
#GDPRWEBINAR
2. Enable data transparency
You need to be able to provide access
to the data you have on someone.
#GDPRWEBINAR
3. Create a plan for
capturing consent
This plan needs to include both past
and future event registrants.
#GDPRWEBINAR
Capture Consent.
Use event registration forms.
#GDPRWEBINAR
Capture Consent.
Use event registration forms.
#GDPRWEBINAR
4. Allow people to easily opt-out of
future communication
This is an oldie but goodie; we
should be doing this anyway.
#GDPRWEBINAR
#GDPRWEBINAR
5. Give them the right
to be forgotten
#GDPRWEBINAR
Anyone in your database from the
EU can ask you to stop using or
delete their data at any time.
Make it easy to
request data
#GDPRWEBINAR
6. Consider your
approach to privacy
#GDPRWEBINAR
Update your privacy policy.
Privacy Policy
Language Updated
Best practice is to notify users of
any privacy policy changes.
#GDPRWEBINAR
7. Be upfront
about sharing
event lists
Do: Don’t:
• Have a list-sharing plan for future
events documented as early as
possible

• Get clear, proactive consent from
registrants based on that sharing
plan.
• Ensure your organization is explicitly
mentioned in concept copy from you
partner’s events (as well as those
you maybe be)
• Share lists from past events outside
your organization.

• Share lists with other division in your
organization for use beyond what the
attendees have already consented to.
• Share lists without nothing that detail
in the accessible record EU citizens
have access to.
List Sharing Do’s & Don’ts
of GDPR Compliance
#GDPRWEBINAR
#GDPRWEBINAR
8. Put Security First
#GDPRWEBINAR
Always have a plan for security
breaches and document security
measures.
Name:
Adress:
-to:
ct:
CONFIRM EMAIL
Splash
success@splashathat.com
success@splashthat.com
Confirm your GDPR data request with Splash
Hi there,
We’ve recieved your data and privacy request for Splash.
In order to complete your request please confirm your email address here or click
on the button below
- The Splash Team
P.S. If we do not recieve confirmation from you we will not be able to process your
request so please confirm
Be Secure
Consider double opt-in
security measures.
#GDPRWEBINAR
9. Appoint a Data
Protection Officer
#GDPRWEBINAR
Designated oversight of GDPR is a
great best practice.
Poll Question
What department do you think should own the role of Data
Protection Officer?
a. Operations

b. Finance

c. Legal

d. Marketing

e. Technology

f. Other
Splash’s GDPR Team
Brett Boskoff
Amy Holtzman
CTO
VP Marketing
Matthew Curry
Kathy Mammon
VP Finance
Sr. Director Demand
Gen & Marketing Ops
Brian Tully
Will Foley
CCO
Director of
Revenue Ops
#GDPRWEBINAR
10. Don’t wait - GDPR is now
#GDPRWEBINAR
Before The Event
•Identify which members of
your target list may be
located in the EU and ensure
their proactive consent.
•Develop all registration forms
to comply with clear consent
requirements.
During The Event
•Ensure that any mobile apps
being used comply with the
same security and consent
requirement.
•Think through the
implications of any badge
scanners or similar
technologies used on-site by
your organization or partners/
sponsors.
After The Event
•Ensure any augmentations or
changes in data collected
comply with access and
consent requirements.
•Remember that you cannot
share past event data with
future partners without explicit
consent from past event
registrants or attendees.
FORMEVENT PAGE
RSVP
RSVP
CHECK
IN
10 Checklist Items - 10 Days
1. Understand what GDPR is and the
role you play

2. Enable data transparency

3. Create a plan to capture consent

4. Allow people to easily opt-out of
future communications

5. Give them the right to be forgotten
6. Consider your approach to privacy

7. Be up front about sharing event lists

8. Put Security First

9. Appoint a Data Protection Officer

10. Don’t wait — GDPR is upon us
#GDPRWEBINAR
Get it done.
The Event Marketer's
Guide to GDPR 

Compliance
#GDPRWEBINAR
splashthat.com/resources/gdpr-guide-event-marketing
Ask Us Anything
#GDPRWEBINAR
Amy Holtzman
Vice President of
Marketing at Splash

@DemandMarketer
Moderator
Kathy Mammon
Senior Director of 

Demand Generation and
Marketing Ops at Splash

@MarketingMammon
Presenter
Matt Heinz
President of 

Heinz Marketing

@HeinzMarketing
Presenter

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The Event Marketer's Checklist for GDPR Compliance

  • 1. The Event Marketer’s Checklist for (Last Minute) Compliance 10 Days til GDPR: Tuesday, May 15, 2018 | 1 pm ET / 10 am PT
  • 2. LEGAL DISCLAIMER: One Clipboard, Inc. d/b/a Splash provides this guide for informational purposes only and not as legal advice. Splash cannot determine whether or not the European Union’s General Data Protection Regulation (“GDPR”) applies to you or your organization, and following the compliance steps contained in this guide does not guarantee compliance with the GDPR. Splash is not a law firm, and the information in this guide is not a substitute for the advice of an attorney. #GDPRWEBINAR
  • 3. The Panel Amy Holtzman Vice President of Marketing at Splash
 @DemandMarketer Moderator Kathy Mammon Senior Director of 
 Demand Generation and Marketing Ops at Splash
 @MarketingMammon Presenter Matt Heinz President of 
 Heinz Marketing
 @HeinzMarketing Presenter #GDPRWEBINAR
  • 4. 10 Checklist Items - 10 Days 1. Understand what GDPR is and the role you play
 2. Enable data transparency
 3. Create a plan to capture consent
 4. Allow people to easily opt-out of future communications
 5. Give them the right to be forgotten 6. Consider your approach to privacy
 7. Be up front about sharing event lists
 8. Put Security First
 9. Appoint a Data Protection Officer
 10. Don’t wait — GDPR is upon us #GDPRWEBINAR
  • 5. Poll Question How far along are you in becoming GDPR Compliant? a. Haven’t Started
 b. Beginning Stages
 c. About halfway there
 d. In the home stretch
 e. Completely done! #GDPRWEBINAR
  • 6. Gives individuals in your marketing database more control and more transparency over how their information is used and collected. 1. What is GDPR and what is your role as an event marketer? New Regulation from the European Union #GDPRWEBINAR
  • 7. 2. Enable data transparency You need to be able to provide access to the data you have on someone. #GDPRWEBINAR
  • 8. 3. Create a plan for capturing consent This plan needs to include both past and future event registrants. #GDPRWEBINAR
  • 9. Capture Consent. Use event registration forms. #GDPRWEBINAR
  • 10. Capture Consent. Use event registration forms. #GDPRWEBINAR
  • 11. 4. Allow people to easily opt-out of future communication This is an oldie but goodie; we should be doing this anyway. #GDPRWEBINAR
  • 13. 5. Give them the right to be forgotten #GDPRWEBINAR Anyone in your database from the EU can ask you to stop using or delete their data at any time.
  • 14. Make it easy to request data #GDPRWEBINAR
  • 15. 6. Consider your approach to privacy #GDPRWEBINAR Update your privacy policy.
  • 16. Privacy Policy Language Updated Best practice is to notify users of any privacy policy changes. #GDPRWEBINAR
  • 17. 7. Be upfront about sharing event lists Do: Don’t: • Have a list-sharing plan for future events documented as early as possible
 • Get clear, proactive consent from registrants based on that sharing plan. • Ensure your organization is explicitly mentioned in concept copy from you partner’s events (as well as those you maybe be) • Share lists from past events outside your organization.
 • Share lists with other division in your organization for use beyond what the attendees have already consented to. • Share lists without nothing that detail in the accessible record EU citizens have access to. List Sharing Do’s & Don’ts of GDPR Compliance #GDPRWEBINAR
  • 19. 8. Put Security First #GDPRWEBINAR Always have a plan for security breaches and document security measures.
  • 20. Name: Adress: -to: ct: CONFIRM EMAIL Splash success@splashathat.com success@splashthat.com Confirm your GDPR data request with Splash Hi there, We’ve recieved your data and privacy request for Splash. In order to complete your request please confirm your email address here or click on the button below - The Splash Team P.S. If we do not recieve confirmation from you we will not be able to process your request so please confirm Be Secure Consider double opt-in security measures. #GDPRWEBINAR
  • 21. 9. Appoint a Data Protection Officer #GDPRWEBINAR Designated oversight of GDPR is a great best practice.
  • 22. Poll Question What department do you think should own the role of Data Protection Officer? a. Operations
 b. Finance
 c. Legal
 d. Marketing
 e. Technology
 f. Other
  • 23. Splash’s GDPR Team Brett Boskoff Amy Holtzman CTO VP Marketing Matthew Curry Kathy Mammon VP Finance Sr. Director Demand Gen & Marketing Ops Brian Tully Will Foley CCO Director of Revenue Ops #GDPRWEBINAR
  • 24. 10. Don’t wait - GDPR is now #GDPRWEBINAR Before The Event •Identify which members of your target list may be located in the EU and ensure their proactive consent. •Develop all registration forms to comply with clear consent requirements. During The Event •Ensure that any mobile apps being used comply with the same security and consent requirement. •Think through the implications of any badge scanners or similar technologies used on-site by your organization or partners/ sponsors. After The Event •Ensure any augmentations or changes in data collected comply with access and consent requirements. •Remember that you cannot share past event data with future partners without explicit consent from past event registrants or attendees. FORMEVENT PAGE RSVP RSVP CHECK IN
  • 25. 10 Checklist Items - 10 Days 1. Understand what GDPR is and the role you play
 2. Enable data transparency
 3. Create a plan to capture consent
 4. Allow people to easily opt-out of future communications
 5. Give them the right to be forgotten 6. Consider your approach to privacy
 7. Be up front about sharing event lists
 8. Put Security First
 9. Appoint a Data Protection Officer
 10. Don’t wait — GDPR is upon us #GDPRWEBINAR
  • 26. Get it done. The Event Marketer's Guide to GDPR 
 Compliance #GDPRWEBINAR splashthat.com/resources/gdpr-guide-event-marketing
  • 27. Ask Us Anything #GDPRWEBINAR Amy Holtzman Vice President of Marketing at Splash
 @DemandMarketer Moderator Kathy Mammon Senior Director of 
 Demand Generation and Marketing Ops at Splash
 @MarketingMammon Presenter Matt Heinz President of 
 Heinz Marketing
 @HeinzMarketing Presenter