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Anonymous
October 30, 2017
Solved

Double opt-in Process for Germany & Best Practices

Hi,

Does anyone know anything about B2B double opt in processes and Best practices for Germany?

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    Dan_Stevens_
    Dan_Stevens_Accepted solution
    Level 10
    October 30, 2017

    Come May 25, 2018, explicit consent will be required for all European countries as a result of the GDPR.  More specifically, consent will be required for any person in the EU (irrespective of citizenship/residency)  - even if they live/work in the US.

    Today, we have a global "process opt-in requests" program set up that not only timestamps the opt-in request, but also associates the program that was responsible for it.  And since we're a global company, we have an extended process for Germany, where double-opt-in is required (note the additional fields we use for future auditing purposes).

    And for Germany:

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    22 replies

    Robb_Barrett
    Robb_Barrett
    Level 10
    October 30, 2017

    Here's a graphic I put together a while ago.

    Here are some links I've found to German law but, not being a German expert, I'm not positive if this is the best source:

    Act Against Unfair Competition (Gesetz gegen den unlauteren Wettbewerb, UWG)

    Bundesgesetzblatt (Federal Data Protection Act)

    https://www.loc.gov/law/help/online-privacy-law/germany.php (Telemedia Act)

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    Robb Barrett
      Josh_Hill13
      Josh_Hill13
      Level 10
      October 30, 2017

      Consult your legal team.

      But generally it is Double Opt In and you can find resources here or on marketingrockstarguides.com to learn how to set that up in Marketo.

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        Dan_Stevens_
        Dan_Stevens_Accepted solution
        Level 10
        October 30, 2017

        Come May 25, 2018, explicit consent will be required for all European countries as a result of the GDPR.  More specifically, consent will be required for any person in the EU (irrespective of citizenship/residency)  - even if they live/work in the US.

        Today, we have a global "process opt-in requests" program set up that not only timestamps the opt-in request, but also associates the program that was responsible for it.  And since we're a global company, we have an extended process for Germany, where double-opt-in is required (note the additional fields we use for future auditing purposes).

        And for Germany:

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          Anonymous
          October 30, 2017

          Hi Dan,

          Thanks for your detailed answer. this process definitely will work for new leads/contacts.

          Do you have any suggestions for existing contacts/leads?

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          Dan_Stevens_
          Dan_Stevens_
          Level 10
          October 30, 2017

          Hi Sule - this works for existing leads as well. While we still can (in some countries), we'll be running a variety of highly relevant opt-in campaigns to encourage folks to opt-in to receive future marketing from us.  In fact, we'll be promoting a new preference center to let users opt-in to content types that interest them.  We're trying to take advantage of every touchpoint from now until next May to grow our in-house permission marketing database (which is why I hope Marketo strengthens this capability, for example:

          You'll also want to ensure that every form has the ability for a user to opt-in (gated content, contact us, event registration, etc.).

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          Casey_Dingman1
          Casey_Dingman1
          Level 1
          August 13, 2019

          Hi Dan,

          What exactly are you doing in your program "Keep Opt-in Value persistent"

          Thank you

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