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The Privacy Advisor | Understanding marketing privacy: Overlooked aspects, key questions and practical audits Related reading: IAB Europe launches series on third-party cookie removal

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In the dynamic marketing and privacy realm, the intricate dance between innovative strategies and compliance is more crucial than ever. As legislative landscapes shift at an unprecedented pace, marketers must navigate this changing terrain with agility. For example, the integration of privacy by design and privacy by default principles is not merely a checkbox for compliance — it's a strategic imperative.

Frequently overlooked aspects

From a marketing perspective, minimal changes to adjust strategy can be made daily. Though changes may be small, they can be important for compliance. These possible, and sometimes overlooked, changes will affect privacy as well.

Website modifications. Adding new forms or extra data fields sounds easy, but beyond the visual appeal, marketing and privacy must both assess the impact of even the smallest changes on user data and the collection of new data.

Cookie considerations. The world of cookies is multifaceted. Delving deeper into distinctions between session and persistent cookies, or first-party and third-party cookies, is not just a technicality but a commitment to transparency. A clear and accessible cookie statement builds trust through articulate communication. This also means if anything changes in the cookies — or other tracking technologies — that are being used, the cookie statement needs to be updated.

New partners or vendors. The integration of new partners into the marketing technology stack is not a one-off event. Also, it is very "easy" to engage a new third party. Sometimes only a few clicks are needed. Engaging legal teams and privacy from the beginning and during kickoffs can alleviate delays that may come later. Regularly reviewing agreements ensures ongoing compliance, transforming what might seem like routine administrative work into a critical aspect of risk mitigation and relationship management.

Collecting ancillary information. A legal basis for each piece of information collected is paramount. For marketing purposes, consent is often the most common legal basis. Beyond mitigating privacy risks, it emphasizes clarity in communication about the purpose behind collecting specific information, fostering transparency.

Updating privacy notices. Consistency is the bedrock of trust. Regularly updating and maintaining clear and uniform privacy notices demonstrates a commitment to transparency, building trust with users and contributing to positive user experiences. Communicate these changes rather than expecting the user to discover them. Also, if new data is collected or shared with third parties, keep in mind updating the privacy statement won't be enough.

Utilizing free tools. While the allure of free tools is undeniable, the associated long-term implications must not be overshadowed. These tools tend to come with preset terms and clickwrap agreements that are generally accepted nonchalantly. Since no "real" contracts are needed, legal review tends to be overlooked. Educating teams about the risks, particularly with artificial intelligence tools like ChatGPT, is essential for making informed decisions that balance innovation with privacy considerations. The terms and conditions of free tools often contain critical details that might conflict with an organization's privacy stance. A careful examination of these terms is not only a legal necessity but an investment in long-term privacy compliance.

Abandonment tracking and user notification. Abandonment tracking, while a valuable tool, requires upfront user notification. Proactively incorporating a notification system ensures transparency and aligns with evolving privacy expectations, enhancing the overall user experience.

Data sharing with third parties. Securing third party-specific consent for data sharing for marketing purposes is imperative. Receiving and, thus, having the data as a third party is not enough. If consent for sharing the data is needed, it must be requested for the specific purposes of third-party use, respecting user choices.

Email collection. Implementing clear opt-in mechanisms for email collection and sending newsletters is a foundational step. Automatically consenting attendees into marketing lists without explicit permission can lead to serious violations, eroding trust and damaging brand reputation.

Spam complaints. Beyond legal consequences, unsolicited emails can tarnish a brand's image. Aligning marketing practices with regulations like the ePrivacy Directive, EU General Data Protection Regulation and the U.S. Controlling the Assault of Non-Solicited Pornography And Marketing Act ensures not just compliance but also positive brand perception and sustained user engagement.

Be creative: Work with marketing

For privacy professionals, it can feel like marketing colleagues speak a completely different language. But through close contact and working together, one can strengthen the other. Try to look at legal requirements with a creative eye, just as marketers look at data with a creative eye.

For example, opting for a creative cookie banner is not just a compliance necessity but an opportunity to engage users. Collaborating with the marketing team to design a banner that aligns with the overall aesthetic of the website turns a mandatory element into a user-friendly experience that reinforces brand identity.

Transforming privacy statements into engaging, user-friendly experiences contributes not only to user satisfaction but also to a positive brand image. Visualize the process where possible, since this reduces user effort and enhances brand perception, fostering a sense of transparency. Also, ditch the checkbox for the privacy notice, since it should be an informative document, and not one to get consent for.

Introducing privacy considerations early in the development process is strategic, as well as efficient. Collaborating with marketing to integrate privacy into decision-making ensures it becomes an integral part of the organizational culture, encouraging a holistic approach to privacy.

Finally, seamlessly checking and auditing the organization's processes ensures privacy considerations do not stand alone but are an embedded aspect of routine operations. Encouraging a collaborative approach where marketing actively participates and takes shared responsibility for data protection and privacy promotes a culture of continuous improvement.

Practical audits

An audit guide can help to jump start your process. Seamlessly referring to the audit guide within the organization's processes ensures privacy considerations are not stand-alone entities but are embedded aspects of routine operations. Encouraging a collaborative approach, where marketing actively participates in audits, fosters a shared responsibility for privacy and promotes a culture of continuous improvement.

Balancing innovation, compliance is a shared goal

By meticulously addressing often overlooked aspects, conducting thorough audits and infusing creativity into privacy practices, organizations can establish robust frameworks that not only comply with regulations but also build trust, foster positive user experiences, and ultimately ensure sustainable growth in the digital era. Balancing innovation with compliance is not just a necessity, it's a shared goal for marketing and privacy that propels organizations toward a future where privacy and innovation coexist harmoniously.


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