How to get customer consent or track legal basis to process your lead's or customer's personal data

Disclaimer: This article is for informational purposes only and does not constitute legal advice. Please consult with your legal counsel for guidance specific to your situation.

What is Personal Data?

Personal data refers to any information related to an identified or identifiable natural person. This can include names, email addresses, phone numbers, and more.

Where Can Personal Data Be Collected?

In Stack, personal data can be collected through various channels, including:

• Funnels and Websites
• Forms and Surveys
• Webchat
• Calendars
• Order Forms

Pre-requisites for Collecting Personal Data

Before collecting personal data, ensure that your privacy policy is clearly displayed. This is crucial for transparency and compliance.

Obtaining Customer Consent

To process personal data, you need to obtain your customer’s consent or ensure you have a legal basis. Here are some ways to gather consent:

• Forms and Surveys: Use forms and surveys on your websites or funnels to request consent.
• Webchat: Engage with customers via webchat and obtain consent during the interaction.
• Calendars: When scheduling appointments, ensure the consent is captured within the calendar interface.
• Order Forms: Integrate consent requests within order forms on your websites or funnels.

Tracking Legal Basis for Data Processing

If you process personal data without explicit consent, ensure you have a legal basis. You can track this by:

• Creating Tags: Develop a tagging system to label contacts based on the legal basis for processing their data. Apply these tags manually or automate the process to ensure compliance.

By following these guidelines, you can responsibly manage personal data within Stack while adhering to legal requirements.