Set up privacy settings for GDPR - Add purpose

• 2 minutes to read
 • 2 minutes to read

Watch this video and find out how to add and edit purposes for processing personal data, activate default settings for the Legal Basis, and activate the E-marketing privacy settings in mailings (video length - 4:59):

Steps

  1. Go to Settings and maintenance and click the Privacy button in the Navigator (icon).

  2. Click Add below the list of purposes.

  3. In the Add purpose dialog, edit the following fields:

    • Purpose name: Enter a descriptive name for the purpose. It should be easy to understand and unambiguous.

    • Description: Enter a short description and privacy statement for the customers, explaining why you are asking for their consent and what the information will be used for.

    • Purpose ID: An ID is automatically generated from the name of the purpose, but you can edit the ID later. Please note that some IDs are reserved.

    • Active: Used to activate this purpose and make it visible to users.

    • External privacy statement: The name/title of the privacy statement link. This text is used on a web page where customers can manage their subscriptions.

    • External privacy statement URL: The URL/link to the web page for the privacy statement.

    • Approval text: Enter the text that the customers must click to give their consent. Examples: "I accept these terms" or "Yes, sign me up ...".

    • External description in Customer Centre: Enter the description text for this purpose to be displayed in Customer Centre. The text should contain:

      • Why you need to store/process the customer's data
      • Which data you are storing/processing
      • Confirmation the data will not be shared with other parties and is stored securely
      • Information about how they can change or withdraw consent at any time

  4. Click icon next to a field to add new or edit existing translations of the field texts.

  5. Click Save when you are done.