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Omnichannel Marketing - Insider Intelligence

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Page 1: Omnichannel Marketing - Insider Intelligence
Page 2: Omnichannel Marketing - Insider Intelligence

Omnichannel Marketing and Data Privacy in 2021Data Law and Security Experts Help

Navigate the New Landscape

January 20, 2021

Page 3: Omnichannel Marketing - Insider Intelligence

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Today’s Speakers

Len LombardoChief Information Security Officer

• • • • • • • • • • • • • • • • • • • •Infutor Data Solutions

Ken DreifachShareholder, ZwillGen, PLLC

• • • • • • • • • • • • • • • • • • • •ZwillGen, PLLC

www.zwillgen.comEmail: [email protected]

Page 4: Omnichannel Marketing - Insider Intelligence

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A Changing Digital Landscape

Omnichannel Marketing and Data Privacy in 2021:

• The 3rd-party cookie continues to crumble with Chrome joining the other major browsers, deprecating by 2022

• CCPA was fully rolled out in 2020, and CPRA will go into effect in 2023

Page 5: Omnichannel Marketing - Insider Intelligence

What Will Rise in Prominence?

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Unified IDs/Hashed Emails Walled GardensInvestments in Other Channels

Page 6: Omnichannel Marketing - Insider Intelligence

The Importance of First-Party Data

Name: Jonathan R. Smith

Aliases:John SmithJonny SmithJR Smith

Address History: 126 N. Main St. Chicago, IL 60617534 W. Broad St. Chicago, IL 60624190 Michigan Ave. Chicago, IL 60616

Date of Birth: 5/12/1967

SSN: xxx-xx-9441

Phone Number: (312) 555-5248 (mobile)(312) 555-1986 (landline)

Email Address: [email protected]

IP Address: 192.12.548.1

Business Phone: (312) 398-5901

Business Email: [email protected]

Marital Status: M

Deceased Flag: N

Customer Loyalty Number: 0569841

Purchase History:9/12/2017, $535.587/13/2017, $223.86

Device ID: f07a13984f6d117u

Online Browsing History

Online Purchase History

Email programs:Facebook audiences, email, programmatic

Segment: apparel buyer,homeowner, high net worth,children, online shopper

Purchasing Power Score: B

Chapter 7 or 13 BK: N

Automobile: 2009 BMW 325i

VIN #: WBGDG83649A005289

Homeowner: YSale Date 05/2007Sale Price: $362,500Mortgage Amt: $290,000

Lifestyle: Avid Investor: YDonor to Charity: YMen’s Apparel Buyer: AHigh-tech Enthusiast: YCooking and Wine: A

In-Market Intelligence Score:New Automobile: 90Auto Insurance: 80

5

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Building Your Own First-Party Data

Google Analytics

Mobile apps

Social media

Surveys / Polls

Emails

SMS

Beacons

CRM systems

Live chat

Ticketing systems

Digital carts

Progressive profiling

Loyalty programs

Newsletters

Contests / sweepstakes

Purchase data

Subscriber information

Survey responses

Offline databases

Name

Email

Phone

Mobile

Address

IP Address

Page 8: Omnichannel Marketing - Insider Intelligence

Second Party Data

7

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Third-Party Data Fills the Gaps

Name

Email

Phone

Mobile

Address

IP Address

Additional contact points

Demographics

Lifestyle attributes

Behavioral

Segmentation clusters

Predictive Intelligence

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Data Breakage and Data Hygiene

Almost 4 millionfamilies have children

(Accenture)

About 1 in 9consumers move

(U.S. Census)

50 Million phonenumber changes

(Infutor ID Graph)

1 in 3 changesemail addresses

(Accenture)

4 connected devices,3+ emails, 19 cookies

(IAB)

More than 4 millionpeople marry

(CDC)

30% or moreof DMS/CRM data is inaccurateor incomplete(Infutor Identity Graph)

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More Threats to More Data

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Legal Considerations

Privacy Disclosures

Marketers are generally required by law – and

often contractual obligations – to clearly

disclose how they collect and use consumer data.

Financial Incentives

Consult with your legal counsel before providing

consumers with any financial benefits for providing more data.

Consumer Opt-Outs

Laws like CCPA, self-regulatory codes, and in many cases agreements

with clients, require organizations to give

consumers ways to opt out of marketing messaging.

Deletions and Data Access

The CCPA requires companies holding

Personally Identifiable Information to honor any

“deletion” or “data access” requests

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Questions for Your Data Provider

•How is the data protected?

•What is the organization’s policy on data minimization?

•What are other standard policies reassure that their platform – and your data – will be secure?

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Q&A

Ken DreifachShareholder, ZwillGen, PLLC

• • • • • • • • • • • • • • • • • • • •ZwillGen, PLLC

www.zwillgen.comEmail: [email protected]

Len LombardoChief Information Security Officer

• • • • • • • • • • • • • • • • • • • •Infutor Data Solutions

Page 15: Omnichannel Marketing - Insider Intelligence

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