These tools help you meet your obligations. They are not legal advice. Check your own requirements with your legal adviser.
Recommended workflow
- Open the GDPR Compliance Center and review your status.
- Turn on the unsubscribe button for outbound emails.
- Turn on the GDPR email footer, and preview it.
- Use a transparent first message in your outreach, and record legitimate interest in your sequences.
- Tag the purpose you hold each contact’s data for.
- Set a retention routine. Set up re-engagement for active candidates, and review inactive or rejected candidates with the bulk delete tool on a regular schedule.
- Unsubscribe button. Add a one-click unsubscribe to every outbound email. Unsubscribed contacts are left out of standard Contacts searches, so you don’t contact them by mistake. See Contacts.
- GDPR email footer. Add an automated footer to all outbound emails. Preview it, and turn it on or off.
Social outreach
- Transparent first message. Open outreach with a message that explains why you’re contacting the person, and show your legitimate interest.
- Interest logging. Record the legitimate interest in an outreach sequence.
Purpose tags
Tag contacts by the purpose you hold their data for, to keep purposes separate and stay compliant.Data retention
Manage the candidate data lifecycle with a retention policy.- Active candidates. Set up re-engagement.
- Inactive or rejected candidates. Use the bulk delete tool to remove candidates you no longer have a reason to keep.
How-to guides
Quick, step-by-step answers for common tasks:Related
Workgroup and members
Where the GDPR tools live.
Tags and custom fields
Organize contacts, including purpose tags.
