** Edited version (short) **
Current opt-in: email > click on link > thank you page
After opt-out - person is deleted.
What if then s/he tries to opt-in?
How do I avoid the "thank you page"
** End of edited version **
We want to update the GDPR flow so in the welcome (opt-in) email would now include opt-out option.
Welcome... please click here to opt-in...
if you want to be deleted now please click here.
Opt-in flow works on getting to a Marketo thank you page (Thank you <Name> for opting in)
and opt-out goes to a Marketo landing page with a simple email form and after submission it will be deleted.
But I have few cases not properly addressed:
1. One did opt-in (via email) and then opt-out (via email)?
[I guess nothing to do here]
2. One did opt-out (via email) (and then deleted) and then opt-in (via email)?
[The user will see the thank you page - which this is not relevant after deletion]
3. After 14 days, person deleted and then tries to opt-in/opt out?
[same as above for opt-in, and opt-out page will be just redundant]
Will love to know if you have any creative idea how to improve user experience here.
Please explain your workflow more or post a screenshot.
I would highly recommend that you do NOT use your subs page to allow people to request GDPR deletion requests. Do not automate this.
Hi Josh Hill,
Can you please explain why not automate the deletion part? I set a 24 hours waiting step before that to allow manual abort in case of a mistake.
More about the flow:
1. Opt-in flow:
wait = 7 days both.
2. opt-in activation:
trigger by link clicking in email, then flow:
Requesting campaign to record opt-in data (true, date, cause)
Removing from opt-in flow (to avoid deletion)
Hope it better explain it.
How many deletion requests do you usually get? We had thought of automating the process but hardly anyone asked for deletion of their record. So, now we have a manual process where someone can reach out to us for requesting the deletion, and after an internal review, we delete the record.
The automatic process is set on new leads entering the database. after 14 days it becomes manual.
Not many asked to opt-out.
I will try to edit and refine my question