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Using the Jurisdiction Field

Introduction

A key part of regulatory compliance for data protection and privacy regulations is getting consent from prospects in certain jurisdictions prior to sending them commercial emails.

To assist DemandCenter users with managing compliance in different geographical regions, DemandCenter includes a standard field called Jurisdiction.

The Jurisdiction field is meant to provide an easy way to suppress prospect emails who have not given specific consent based on their regulatory jurisdiction. Users can suppress prospects from being sent emails from a campaign based on this field, as well as perform simple location based segmentation when building prospect list and Campaign Action logic.

 

How to Edit the Jurisdiction Field

The Jurisdiction field is a standard field for all prospects. Its type is Single-Select, which means that a prospect can only be assigned to a single jurisdiction at any given time.

Users can update the field's selections by going to Settings > Prospect Settings > Prospect Fields.

The field will have 3 default selections to cover the most common jurisdictions today, but users can add, modify, or delete the selections.

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How to Assign Jurisdiction to Prospects

Since the Jurisdiction field is a field at its core, it can be manipulated like other fields through updating mechanisms that you enjoy today.

Mechanisms include:

  • Edit the prospect's Jurisdiction field directly within a Prospect's Details.

  • Import Jurisdiction data for multiple prospects using the Import tool.

  • Add Change Data Actions in a Campaign to set the Jurisdiction.

  • Push data into the Jurisdiction field from your CRM System through field mappings

    NOTE    :     Most CRM solutions may not have an equivalent field. However, if your organization has been capturing their own jurisdiction data in a CRM custom field, then you could map that CRM field to eTrigue.

  • Push data into the Jurisdiction field using the DemandCenter SOAP API.

 

Searching For Prospects Based on Jurisdiction

The Jurisdiction field is available for search in the List Builder. This means that users can segment based on this field. To start searching, go to Prospects > Search Prospects.

Within the search criteria hierarchy on the left, the field will appear under Prospect Fields / Marketing and CRM. Alternatively, you can type 'Jurisdiction' inside the criteria field box, then select it as it appears.

 

How to Suppress Prospects in Campaigns Based on Email Consent and Jurisdiction

It is important that email marketing campaigns target prospects according to the regulatory requirements of each prospect's jurisdiction.

Users may use targeted lists to accomplish this, but DemandCenter provides an additional mechanism within campaigns to help with suppressing mailouts going to prospects that have not given consent for specified jurisdictions.

In the Start Action of a campaign, under Suppress prospects emails if consent not given, choose the appropriate Jurisdictions that should be suppressed if Email Consent is not given.

 

 

 

Email Marketing Best Practices Tips

It might be handy to setup an ongoing DemandCenter campaign that automatically sets the Jurisdiction field for existing prospects or new prospects coming into your database.

With such a campaign in place, you can ensure that all DemandCenter prospects are always tagged under a Jurisdiction and that they are appropriately suppressed .

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