GDPR and Privacy: "anonymize person" flow step | Community
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Grégoire_Miche2
Level 10
March 1, 2018
New

GDPR and Privacy: "anonymize person" flow step

  • March 1, 2018
  • 23 replies
  • 40339 views

As part of the GDPR, we need to get consent from people in order to be able to keep their data. If someone registers to download a white paper but does not opt-in, we are supposed to delete any reference to the person. This means deleting it or anonymize it.

One very big issue with this is that when we delete the person, it is automatically deleted from all reporting.

The work around this is to anonymize the person, since it is accepted that we keep anonymous information in our systems. We can easily replace the first name, last name or email address in the database with "John Doe" or "Anonymous Person". But there are some information that cannot be manipulated from a smart campaign:

  • Cookie IDs attached to the person
  • Inferred and system data such as the IP address
  • Data value changes in the activity logs
  • Fills out form in the activity logs

Furthermore, relying on users to run data value changes is error prone.

It would be very helpful if a new "anonymize Person" flow step was created.

In the field management, we would be able to define which fields should be anonymized, and what would be the anonymous value for each of them (for instance, we would define that the anonymous value for first name would be "Anonymous" and for last name it would be "Person", and NULL for the email address).

Then, when running the "Anonymize person" flow step, Marketo would automatically replace all the fields set in the admin with their anonymous value, cleanse the system fields that could be considered as personal Ids and also cleanse all the DVC activities (either deleting them or replacing all values with their anonymous counterpart).

-Greg

23 replies

Grégoire_Miche2
Level 10
March 1, 2018

A system-maintained checkbox field should also be added so that we can easily filter all anonymized persons.

These persons would also be added to the non marketable stats of the database, and would automatically be excluded from email sends, as blacklisted ones are.

Michelle_Miles3
Level 5
March 1, 2018

Great idea!!

Michelle Miles
March 1, 2018

Seems to me that this suggestion is not merely QoL, but essentially a requirement for continued use of this platform. To Grégoire's point regarding content downloads and users who don't opt-in - many of us will be deleting quite a few records regularly since double opt-in will become the norm while opt-out goes the way of the buffalo. This could greatly skew reporting, and thus our ability as marketers to back up our value with concrete data.

It reminds me of (not set) in Google Analytics and the scramble that took place as we implemented workarounds so that we could continue to leverage GA data in support of our marketing programs.

Please don't force us to eliminate the data that helps us to demonstrate our value!

Grégoire_Miche2
Level 10
March 1, 2018

time to summon users to the community and have them vote for it

Grégoire_Miche2
Level 10
March 1, 2018

Christina Fuentealba​,

If you are still in charge of reviewing the ideas from the community, this one is probably worth a look and might even be a game changer.

-Greg

Dan_Stevens_
Level 10
March 1, 2018

Here's some more detail around anonymization/pseudonymization - which is the basis for Greg's idea (and a piece of core functionality that's needed in Marketo to help us marketers continue to report accurately and prove our value to the business):

Looking to comply with GDPR? Here's a primer on anonymization and pseudonymization

Data masking: Anonymisation or pseudonymisation? - GDPR.Report

Grégoire_Miche2
Level 10
March 2, 2018

The new data retention policy will solve partitally the issue with regards to DVC, since these will be erased after 90 days....

-Greg

Dan_Stevens_
Level 10
March 6, 2018

I think we may be underestimating the impact GDPR will have on our marketing database:

In a February 2018 survey of 1,050 UK internet users conducted by The7stars, nearly 60% of respondents said GDPR is making them question how much data companies have on them. And about a third of those polled plan to exercise their right to be forgotten after GDPR goes live.

emarketer.com/content/the-gdpr-is-making-users-question-how-their-data-is-being-used

Michelle_Miles3
Level 5
March 6, 2018

Wow, that's the highest report I've seen. Interesting.

Michelle Miles
Justin_Norris1
Level 10
March 6, 2018

I think this is a very interesting idea @Grégoire Michel but I'm trying to better understsand value this feature would bring.

Because the person is anonymized they would of necessity not be connected to any type of opportunity information or data about sales interactions either.

So what you would preserve basically is that someone anonymous downloaded your white paper but then no additional information on outcomes beyond that.

It seems the reporting value of that information is very limited at best, which makes me question why have that record in Marketo at all. It is something you could track in web analytics if you wanted anonymous, aggregate information.

Perhaps I am missing something though.

Grégoire_Miche2
Level 10
March 6, 2018

Hi Justin,

Agreed, it would be impossible to reconcile with the opportunities.

Yet, even these are Marketing internal metrics, you still need to get the data on landing page visits, conversions, as well as program successes. Especially if you are linking your web assets with Analytics in order to track the results of you ads, banners, etc... You need to be able to reconcile the numbers, even if it's to assess the number of anonymous these campaigns are generating.

-Greg

Justin_Norris1
Level 10
March 6, 2018

Interesting, thanks for that Greg.

My two cents is I would probably still look to web analytics for the clickstream-type data points like page visits and conversions, GDPR aside, as it is a better tool for the job. But I can see why you might want the option to maintain accurate program success in Marketo.

I suppose if the anonymized records are charged at full price against your subscription limit that is also a consideration...perhaps then you warehouse the anonymous data then delete.

KellyJoHorton
Level 3
April 12, 2018

Two thoughts here:

  1. Marketo support will be bombarded by customers asking for help in deleting data if someone exercises their right to erasure. Marketo will have to have a small team of people who do nothing but wipe out data, since we can't do it ourselves.
  2. The anonymization requirements are just that you can't reverse engineer what data is left and figure out who the person is. So, as you said, you can easily make the person record anonymous, but you can still see all of the data value changes (including name, email, etc.) in the Activity log, which is the problem.
Kelly Jo HortonSenior Client PartnerEtumos503.928.1928khorton@etumos.com
Grégoire_Miche2
Level 10
April 13, 2018

Hi Kelly,

you can still see all of the data value changes (including name, email, etc.) in the Activity log, which is the problem

Only for 90 after these activity occurs. See Marketo Activities Data Retention Policy - Overview & FAQ

The other issue is with the cookie value.

-Greg

Right_Source_Ma
Level 2
April 19, 2018

Greg - have you heard anything from Marketo on your idea? It has a large number of votes.

Just a thought for making this happen. What if the delete flow step was updated to give us options such as From CRM (True/False), Keep for Anonymous Reporting (True/False) and Marketo developed a manner in which to processing the delete while still maintaining overall program, landing page (etc) performance numbers?

Grégoire_Miche2
Level 10
April 19, 2018

I have not heard from Marketo PM on this one. The idea is getting a very strong traction, has reached 3000+ points in less than 2 months.

I can see a few issues with the idea of deleting the records:`

  • if for any reason you have to recompile the program membership results for instance, it will break
  • If you extract data to an external dataware house, a anonymous lead with a refgular activity log is better than no data

Greg

Dan_Stevens_
Level 10
April 19, 2018

Yeah, given the popularity of this in such a short timeframe - and knowing that Marketo reviews these ideas on a very regular basis - I would have thought we at least would have received some sort of status change, like "we like it".  But as we all know, that doesn't necessarily mean it's on the roadmap.  There are many "we like it" ideas that were tagged as such for years.