Global data privacy and marketing performance

Using Global Data Privacy Compliance to Maximize Marketing Performance

We are in a new era of data privacy. Before the internet became a foundational part of everyday life for the majority of the global population, the definition of privacy was more straightforward. It was up to the consumer to choose what to share, when to share it, and with whom. But the internet complicated the way consumers share and receive information and in turn, how organizations manage and utilize this data responsibly.


Questions have been raised about whether major data breaches and increased discussion surrounding our personal data is impacting consumer anxiety over how their information is used and managed. Research undertaken by the Global Alliance of Data Driven Marketing Associations (GDMA) has good news.  In their 2018 research paper – Global Data Privacy: What the Consumer Really Thinks they found that consumer attitudes to data are changing in a positive way, making way for responsible organizations to utilize consumer data to their advantage, with full consent from the consumer. 

  • The majority of people (51%) surveyed across the globe were ‘Data pragmatists’ who will decide whether to share their personal information on a case-by-case basis, dependent on the benefits.
  • One in four consumers (26%) are described as ‘Data unconcerned’ having little concern about how their data is collected and used
  • Just 23% are unwilling to provide their personal information, even in return for service enhancement, they call these ‘Data fundamentalists’.

Despite differences across the 10 countries involved in this study, the overall trend towards a pragmatic approach to data is resounding.  Consumers increasingly understand that data has a big part to play in their lives.  

The caveat to that is 88% of those consumers surveyed cited transparency as the key to trusting organisations. This very reasonable expectation is further compounded by the fear generated from recent high profile data scandals including Cambridge Analytica and Capital One not to mention the increasing risk of cyber security breaches as technology continues to develop at light speed, putting further pressure on Governments and businesses to respond with even more robust security policies.

You only have to run a quick google search to find a long list of serious data breaches over the past ten years from high profile companies whose brand trust and reputations have faced significant long term damage. 

In principle it’s simple.  A healthy data economy relies on improving transparency and control for consumers which will help companies move into a much stronger position to utilise that data for continued innovation and growth, providing increasing value to their customers.

Implementation however is less straightforward. According to data breaches and cyber security are the number one concern for CEOs, over and above recession. 

The Data Challenge for Businesses

Whether you’re a start-up or a global enterprise, reliance on the internet and cloud based technologies mean data privacy needs to be at the top of your agenda.  The scale of the challenge obviously differs between SMEs and large corporations but the fundamental problem remains consistent. 

For the purposes of this post we’ll be focused on the challenges faced by global enterprise organizations. 

The facts: 

  • 87% of leads became unmarketable post GDPR 
  • Salespeople and regional marketers are increasingly going rogue and ‘doing their own thing’ making firm wide privacy compliance very difficult 
  • As the world becomes ever increasingly digitally driven and data reliant, your reputation and trust becomes more exposed to risk 
  • There’s a distinct lack of discipline around consent and lead capture 

GDPR wasn’t the beginning and it certainly won’t be the end of the introduction of data privacy regulations with serious consequences for businesses who fail to meet the standards. Strict data privacy legislation is appearing in more and more economies across the globe.  

Below are 9 examples of countries who have adopted, or are close to adopting comparable data privacy laws:  

  • Brazil’s LGPD is nearly identical to GDPR in terms of scope and applicability 
  • Australia’s Privacy Amendment (Notifiable Data Breaches)
  • In the USA there is currently no federal privacy law, but every state has its own. The strictest among them is the recent California Consumer Privacy ACt (CPPA)
  • Japan’s Act on Protection of Personal Information applies to both foreign and domestic companies that process the data of Japanese citizens.
  • South Korea’s Personal Information Protection Act has included many GDPR-like provisions
  • The Thailand Personal Data Protection Act is similar to GDPR but with penalties more complex than GDPR
  • Chile’s constitution was amended in 2018 to include data privacy as a human right 
  • New Zealand’s amendments to their 1993 Privacy Act are due to come into effect in December 2020 
  • India’s Personal Data Protection Bill (PDPB) was introduced to Parliament in December 2019 and is likely to pass in 2020

It’s clear that organizations operating globally have no choice but to adopt a cross-regulatory compliance strategy.  In this case, primarily focus on data compliance from the marketing and sales side of an organization, which is arguably one of the highest risk areas for a business as that’s the point at which the majority of consumer data is captured. Failure to comply doesn’t just expose the organization to reputational risk, but it significantly impedes the effectiveness of marketing investment.  

The Solution

For marketing and sales, the solution to developing a robust compliance strategy is a cloud-based consent process that covers all digital assets.  This must work in tandem with a cross-regulatory compliance strategy that has predetermined how the data privacy regulations relevant to your business overlap, in order to synergize compliance efforts throughout your organization. 

  • Moving to a dynamic consent strategy will enable you to convert more high quality leads
  • Prioritizing data privacy makes contact and consumer lists more marketable 
  • Managing the global governance of web conversion and data acquisition 
  • Universal adoption of firm wide data privacy policies avoids breaches from localized marketing and sales teams and provides an audit trail 
  • Driving innovation in what consumer consent looks like will allow marketing teams to do more and be more agile 

Global Privacy Strategy - Sage Case Study have been working with global technology provider Sage who operate across 80+ countries.  This short case study outlines how the global privacy strategy we helped implement impacted their marketing performance.

After initial consultancy to build a data strategy, determined the consent requirements per user based on existing data and user location.  This data was then used to provide dynamic privacy messaging which changes according to the users current location.  This framework was rolled out to ensure content capture policies were universally adopted across the business, removing the problem of unregulated localized activity and providing an accessible audit trail.

Sage saw a 69% uplift in marketable contacts and global data privacy compliance firm-wide. 

This is what Sage had to say: 

“We started using over a year ago and I’m so glad we did. ensures that we’re collecting all required fields, including those for GDPR and other regional legislation. The form submissions come into our database standardized so it reduces the need for data cleansing. It also ensures that all of our forms have the same look and feel across hundreds of branded webpages. We’ve had a number of changes during the last year and support is impeccable”. 

What's Next for your Organization?

There’s only one solution to the privacy challenge, and that is to invest in the right tech stack that works together seamlessly and the engagement of data experts to ensure you’re compliant in every jurisdiction you operate in.  Beyond that, you need to be 100% transparent about your approach. 

This requires companies to consider the impact on privacy and the risks posed to their customers before doing anything with their data, striving to achieve a balance between privacy and innovation.  If your product or service creates real benefits for people by using their data, then you should adopt honest and open lines of communication, in return consumers will reward you with their trust and their custom. is the world’s number one enterprise web form and content gating platform. Providing global data governance whilst scaling inbound lead capture for marketing automation.  

5 Things you Didn’t Know you Could do with

The platform makes it easy to deploy optimised web forms at scale and it helps ensure your data governance. But is capable of even more. Here are the top 5 features and applications of that will take your web forms to the next level. 

1. Block Personal Email Domains

For B2B marketing there are several benefits to obtaining a business email rather than a personal one. Firstly, your email is likely to reach them at the office during work hours. Secondly, it may be possible to utilise data enrichment services like DemandBase. 

Setting up email validation in is easy, simply use the regular expression from our knowledge base.

Block personal email domains

2. Dynamic Dropdowns

The length of  the list of options on your dropdown will have an impact on your conversion rate. Make your forms as user friendly as possible by doing some of the work form them. For example, once a user has selected a country you can narrow down the options for the state field. 

Smart DropDown

3. Using Query Strings to Set Default Values

Wouldn’t it be great if you could use information from a query string (product id for example) and have it set the default for a field? Well you can do just that. This can be great for helping users by completing aspects of the form for them or passing useful information to your sales and marketing teams though a hidden field. 

Query String

4. Show a Gate on Page Load

Normally, modal forms will appear when the user clicks a button. In some cases, you may want the form to appear as the page loads, with no action from the user. 

5. Gate an Entire Page

Having your content on a page rather than hidden in a PDF download is good for your SEO, but what if you still want to restrict access to the content. Page locks give you a variety of options for gating your on-page content. You can gate the whole page, have the form appear after a certain amount of time or scroll, and even hide and reveal specific elements.

Discover More in the Knowledge Base

So that’s our top 5 things you didn’t know you could do with, if you want to learn more check out the Knowledge Base


Say goodbye to Data Protection during the Coronavirus Pandemic?

Scientists, politicians, tech firms…organisations everywhere are joining forces to combat the Covid-19 Pandemic around the world. Funds are being released in a seemingly endless nature and the majority of the world’s population is being asked to stay home, lockdown and self-isolate. But how has this impacted GDPR and digital marketing?

It’s completely unprecedented and unlike any other global crisis we have dealt with in our modern, digital era. So, what does this mean for data? Data governance and data protection are key guides to how our tech responses navigate through the unchartered territory that is this Pandemic. Under usual circumstances, it is data privacy law that guides how and when organisations can contact people.

Well what about GDPR now? Do Data Protection laws go lax during a pandemic?

With specialist units being set up across the country, and between five to ten different incidents of privacy violations online being tackled daily, we wonder how GDPR is managing data protection during such an unparalleled time. 

The UK government has announced that it’s cracking down on misinformation being spread about Coronavirus online. In a recent article, the government noted that specialist units are operating to combat misinformation about coronavirus and five to ten incidents are being identified and tackled each day. 

This includes phishing emails being sent asking for personal details and payment for police “fines” for going outside during lockdown. The question is, as a result of the overload, how many GDPR violations will also be taking place? Or perhaps more of a concern, have the appropriate government bodies and the NHS been able to reach people when they needed to?

The Information Commissioner’s Office has released the following statement in support of digital outreach during the Coronavirus Pandemic: 

“Data protection and electronic communication laws do not stop Government, the NHS or any other health professionals from sending public health messages to people, either by phone, text or email as these messages are not direct marketing. Nor does it stop them using the latest technology to facilitate safe and speedy consultations and diagnoses. Public bodies may require additional collection and sharing of personal data to protect against serious threats to public health.” – ICO

We all can appreciate that the above does mean that the appropriate government bodies will be able to reach people regardless of the GDPR restrictions. Yet, it’s slightly unnerving for many people who will see this as a lax on the law – for example, could private health firms use this argument? Although they are not in the public sector, might we see a time when private sector firms are acting within the best interest of the public sector?

Letting go of data privacy and GDPR for health support

An example of this comes from the US. California has only recently implemented it’s CCPA data governance law in January. However, details of the law are still being finalised. Last week, 33 different organisations approached the State of California to delay the implementation of the CCPA data law as the pandemic is such a shock to every area of the economy. The implementation of this law is causing an overwhelming concern from businesses about the sustainability of such strict data governance rolling out during this crisis. 

Who cares about relaxing this law for a few months in the face of a global pandemic? Well, interestingly, we all should. Tech giant, Google and its sister company, Verily, have launched a new Coronavirus testing capability in the state of California. The process is fairly straightforward: The site runs users through a series of screening questions via the company’s Project Baseline health data collection platform. Depending on if the system deems them eligible, they’re allowed to make an appointment for a much-coveted coronavirus test.

What’s the catch? Well in order to use the screening tool, users must have a Google account. And they must agree to a number of data privacy clauses. Ultimately users are exchanging their health information for a potentially life-saving test. Who would say no? Should we be worried? Whether you should or shouldn’t be worried, you are officially sharing your personal data with Google, Verily and anyone else you’ve agreed can know about you. Google is effectively forcing you to share data for a test that you may or may not need. 

Data governance becomes data coercion. And in this case, it’s also extremely experimental. Rolled out with very little testing, we are unsure how successful the Verily system will be. As Foreign Policy magazine putis it, ‘The coronavirus pandemic may—if tech companies and surveillance-curious governments get their way—extend this type of tech-driven experimentation to just about everyone.’

Getting back to normal: Looking beyond the Pandemic

Of course, any type of government-approved surveillance program, however well-intentioned, raises serious questions. For most of us the question is: how is our sensitive data being used? And how do we go back to not providing it after the pandemic is over? 

If these were ordinary circumstances, data protection laws such as GDPR and CCPA would protect people from data governance violations. And one would hope that these laws are still in practice for most organisations. Taking our private health data and exposing it to private companies, even in the interest of public health, is a source of concern because these records hold significant commercial value ( 

Only time will tell how our data is used beyond this pandemic. There are simply no rules on how the current situation will pan out as it’s so unprecedented. But data protection must be protected. We should hold the government accountable as to how it’s planning on using data, who will ultimately have access to our health information and for how long. We will see the end of this pandemic crisis. The questions will remain around data governance. We should continue to question information required during the pandemic and challenge it’s usage in the days, months and years to come. 

Here are five ways you can manage your own personal data and cultivate data during the pandemic:

  1. This is not a time to panic – the law exists for a reason. Use the guidance outlined by the ICO to determine your eligibility for collecting information (from a business perspective) and be diligent with your own. 
  2. Health information is sensitive data:  Ask yourself why are you are collecting it and for how long you will require it. Be transparent in your privacy policy and terms and conditions.  
  3. Keep your information accurate. Data quality is absolutely king during a time such as this. Work with a third-party to ensure data quality is maintained, especially if you are scaling data requests globally.
  4. Delete what you don’t need. This isn’t a time to hoard information. If you can’t justify why you are collecting it, just don’t.
  5. Does this mean that I can’t collect information about coronavirus to help guide my business through the crisis? Not at all, just be sure to use these tips to make sure you are in keeping with the law. 

Ultimately businesses should have the correct policies in place for collecting data. Data governance may be flexing slightly in the face of this global pandemic but as businesses, we can do everything we can to ensure we are supporting laws and applying the necessary compliance. Only time will tell if other businesses and government bodies are maintaining data integrity in the same fashion.

Get in touch with if you have specific queries about data collection and data governance. 

Useful Tip: If you are planning on collecting data as a result of Covid-19, The UK Information Commissioner’s Office (“ICO”), has also reported its own FAQs for handling personal information. 

Stay well during these unique and unparalleled times.

zero party data

Zero Party Data is more than a new marketing buzzword

Zero Party: Strategy, Implementation and Benefits

Zero Party data may sound like the next big thing in a long line of “must haves” when it comes to marketing buzzwords. The recently coined phrase, was first seen in a Forrester report, last year. What is it exactly? Do you really need to be thinking about it? And, if so, how quickly can you start capturing ZPD? This article looks at Zero Party data and how it fits within your data strategy. The good news is, you might already be gathering it.

What is Zero Party data?

Let’s start with the basics. Buyers hold more and more control when it comes to the types of data we hold. Privacy concerns are growing daily and restrictions like GDPR are increasingly limiting. Enter Zero Party Data (ZPD), which builds trust with your buyers and creates a certain level of emotional connection. Thus encouraging your leads to part with more of their data voluntarily.

Think about First Party data. It used to be defined as preference data, as it’s down to your lead or buyer to provide this information. Different from third party data, which is provided as a purchased list or as data that has been approved for distribution by a “third party”. First Party data used to be the big player – in order to gain it, organizations usually need a content value exchange. In the world of data, people rarely give it away for free.

ZPD is closely linked to first party data, but more personal, more preference-driven and obtained in a voluntary way. In a recent Forrester report, zero-party data (ZPD) is data a customer shares with a brand in an intentional and proactive manner. It might include first party data but it also includes purchase intentions and ultimately how a person wants to be recognized by a brand.

The difference between first party and zero party data is that first party data is closely linked to inferred purchase intention based on behavioural data (like number of clicks through from an email campaign) and ZPD is linked to direct intentions as it comes from a customer’s willingness to share data as a result of company interest.

Tim Bohn, Head of Product at, states “ZPD is the type of data that a brand asks customers for – and that customers feel they want to share with the brand.”

How to gather Zero Party Data

To put ZPD into context, think about types of data that organisations directly request through content gating. customer surveys, competitions and questionnaires, for example. The feedback received by customer surveys is data that a customer wants to share. By using this data appropriately, companies can tailor their products and services to the wants and needs of consumers.

Although ZPD as a phrase was only coined in 2018, it’s application is not necessarily new. What ZPD is, is personal. It’s a quirky poll, a social media quiz, an interactive ad. It speaks directly to your customer and asks them to share their information by offering a high value exchange: a piece of content, a chance to win a prize or even recognition on a social channel.

Our customers want to be engaged, dazzled and enticed to share their data. With this in mind, innovative uses of ZPD include digital experiences with the option to opt-in, conduct market research and create unique user experiences which encourage people to act and engage with your brand.

ZPD is best suited to marketers who aim to be digital disruptors. Gaining traction through social channels by offering a unique experience will only help encourage more activity from audiences. However, this is not the only way to gain traction. Companies are gathering ZPD through a question in an Ad campaign or even through a gated content form on their website. The idea behind ZPD is to be personal, direct and open about your clients needs. The way you interact with your potential customers should be personal but not invasive.

Data Governance

ZPD is collected using social surveys, ad campaigns and gated website content (including questionnaires and competitions). Large global companies will have a multitude of languages, privacy policies and data quality guidelines to conform to. It can become extremely difficult and costly to manage and scale this level of gated content. is able to discuss your company’s data governance and gated content requirements on a small, medium or global scale. Zero Party data is a direct conversation with your potential customers. Don’t lose a precious opportunity to find out more about your users. Speak with us today to find out how you can benefit from a Zero Party data strategy.

Content Marketing

Content Marketing 101: When to use a content gating strategy

Most senior marketers agree that the key to successful customer engagement is getting the customer experience right. Understanding customer touch points, when to offer content for free, when to exchange it for contact details and when to turn a lead into a sale all blend together to create your new customer experience and a solid content marketing strategy.

But at what touch point in the buyer journey does it actually begin?  Those top of the funnel, initial conversations with leads are actually the start of the customer experience. And to get this right, marketing teams need to blend technology and content. From your inbound efforts to that first form fill for a high value asset, like a white paper, these touch points are key in building the foundation for good customer experience.

What’s more, the decision of when to obtain that first data capture is the key, defining aspect of your marketing strategy. We look at the why, what and when of gating content or using dynamic web forms as a lead capture strategy.

Why - It's still the strongest driver of lead generation

Content gates are a staple in the world of content marketing. You will have no doubt heard of content gating techniques and when you should apply them to your assets (which could be white papers, guides, webinars, etc.). A good content gating strategy does ultimately depend on how valuable your asset is, and whether or not your audience is willing to part with their details for it. In a recent report, Starfleet Media say that nearly 80% of b2b content marketing assets are gated. 

Marketing technology changes constantly yet content gating remains one of the strongest forms of data capture available. Apart from surveys, on-site forms are the best way to obtain valuable information from potential leads.

What and When - an exchange of lead information for a high value asset

As we said above, routes to engage with your audience seem to change almost daily. Which social channel, which landing page, when to use dynamic web forms…The question is what’s best for you? Does your organization gate content (or use dynamic web forms) on your website and on landing pages? Do you look at your analytics reports to see which types of content are the most successful? 

Because of the varying range of assets, from infographics to 1:1 consultations, content marketing strategies need to know which types of content that leads are willing to exchange their details for. Looking at those consideration stage touchpoints, guides and webinars usually prove the most successful when it comes to content gating.

However, that’s not always the case as some industries might find that case studies drive initial leads…In fact, according to Instapage, across the buyer journey, there are different assets that are “usually” most successful as gated content. Have a look at these suggestions – how well do you know your buyer personas? Do they follow a similar pattern to these suggestions?

  1. Awareness stage – infographics, podcasts, e-books, white papers
  2. Consideration stage – webinars, trial downloads,  case studies
  3. Decision stage – these offers need to be the most powerful, 1:1 consultations, free trials and product demos work best

In terms of value, you can see from the above that the higher the value the more likely your audience will exchange their details. Using techniques such as progressive profiling, Starfleet Media show that infographics and case studies are less likely to be gated yet content marketers find them useful branding tools and therefore still invest in them. Because these assets are strong tools for keeping leads that are further into the buyer journey warm.

How - The best ways to deploy a content gate

Your content marketing team might not be involved heavily with your marketing operations team. You may simply hand over your asset – whichever it is – and your marketing technology team deploy the web forms through your marketing automation platform, like Eloqua or Marketo. 

Even if this isn’t an area for your department, it’s useful to know that how you gate content is incredibly important. Doing this cost effectively, with one system in place, reduces scaling time and synchronizes data capture for cleaner data. 

To get to grips with how on-site forms are deployed on your business websites and landing pages, speak with your marketing technology team.

Getting the balance right

Many businesses struggle to decide which content to gate. But using the logic above, you can break it down with a few easy questions:

  1. At what stage are your buyers when they find this piece of content?
  2. What level of value exchange is the content worth?
  3. Do your competitors offer a similar exchange?

Reviewing your content in this way ensures your content is relevant with your key messages at the forefront of your buyer journey. are specialists in web conversion forms helping global enterprises roll out content gating strategies efficiently at scale. If you’d like to discuss advanced web form management with, please get in touch!

Oracle OpenWorld

Top 5 tempting reasons to come to Oracle Openworld Europe

This February, Oracle opens its arms once more and welcomes delegates from across sales and marketing fields to join them for two days of knowledge sharing. They invite you to ‘join the brilliant, hard-driving, stubborn, inspired, passionate people redefining what’s achievable, and the technology empowering them, at Oracle OpenWorld’.

Well, we couldn’t agree more. Here are 5 reasons we hope to see you at Oracle OpenWorld.

1. Knowledge sharing and the future of Oracle Marketing Cloud

It doesn’t matter how long you’ve been in the job – everyone needs to refresh their knowledge base every now and then.  No matter what size your team, no matter how global your role, sometimes coming together under one shared space can give you exposure to a variety of points of view. It can highlight new trends and ideas that can impact your company’s future. If you plan your days properly, Oracle OpenWorld can give you insight into technological advancements in marketing.

Oracle’s Marketing Cloud Suite of products is industry leading. In the “Evolving Customer” sessions we should be hearing some awesome success stories and new product developments.

2. Get hands-on with marketing technology tools and solutions...

Do you look at the exhibition hall and groan when you go to big events? Salespeople waiting for you to make eye contact as we quickly scan the room for the best swag. It can be a bit painful. But it’s the best way to access industry suppliers and speak to the experts. If you want to know more about the current business atmosphere, keep up with new solutions and understand your competition, invest in time with event sponsors (like!) and get ahead of the game. 

Oracle and Oracle partners will be demonstrating a host of sales and marketing tech in the vendor lounge. Don’t forget your swag bag!

3. Meet other marketing pros and share ideas…

Connect with your peers and hear from marketing innovators. Hear how thought leaders are using data and AI to enhance their marketing. Network, network and network a bit more. It’s a great way to collaborate with people that you don’t often come in contact with. Who knows what new ideas and inspiration can stem from a conversation with a new acquaintance? Get to know the people around you. Take notes and speak with presenters if you can. Oracle OpenWorld has a wide range of talks and presentations for audiences from sales systems to tech databases.

4. Keynote speakers...

Big events like Oracle OpenWorld bring amazing industry experts to speak at the keynote events…but they also get a huge range of overall inspiring humans too. This year does not disappoint. With an astronaut, sailor, comedian and an AI expert, there really will be something for everyone. Human experience, fuelled by digital advancements and technological ecosystems. We look forward to hearing their stories.

5. Come and see

Okay, okay. Time for our shameless plug. But if all of the above doesn’t get you to Oracle OpenWorld, maybe learning more about ways to improve your lead generation efforts will. 

If you use Oracle Eloqua for lead generation you need to see in action. You might just find a way of improving lead numbers, lead quality and the speed of building out your campaigns. We’ll be talking about ways we help our customers scale dynamic web forms, reducing costs and increasing leads. 

We’d love to learn more about the challenges your organisation faces so stop by and say hello.