In This Article:

    Active Consent - General Data Protection Regulation (GDPR)

    In This Article:

      This section outlines the features included in Salsa Classic to support GDPR as it applies to collecting, recalling, and withdrawing active opt-in consent from supporters for the purpose of direct marketing. Please note that compliance with GDPR and similar legislation is extremely broad in scope. Salsa recommends consulting legal counsel for any and all questions pertaining to GDPR.

      How to Acquire and Manage Supporter Consent for Data Processing

      Salsa Classic’s built-in group management functionality enables you to get affirmative consent and enables supporters to manage consent.

      Creating Groups to Track Supporter Consent

      Depending upon the type of consent you need for data processing, you can create Supporter groups that supporters can optionally join. To create a group that you use to manage consent...

      1. Go to Supporter > Manage Groups.
        2018-05-02_1722.png
      2. Add a group and give it a description that matches your required consent statement:
        2018-05-02_1728.png

      Adding Consent-Related Groups to Pages

      To give your supporters the ability to affirmatively consent to have their data processed, add any groups that you created for this purpose as an “Optional Group” to forms created in Salsa Classic:
      2018-05-02_1734.png

      Once added, your consent groups will show up as an optional checkbox on your form:

      2018-05-02_1739.png

      Additional information about your privacy policy statement, other data processing terms, or any other GDPR-related statements that your legal counsel requires can be added to the form through optional text boxes:
      2018-05-02_1743.png

      Using Consent-Related Groups to Target Email

      When sending email to supporters, you can include your consent-related groups as a query condition in your targeting query. Here’s an example:
      2018-05-02_1748.png

      As you add more conditions to your targeting query, you’ll want to ensure that they are attached to the consent group requirement as an AND condition:
      2018-05-02_1754.png

      Note that using consent-related groups to hone your email targeting will not override Salsa Classic’s native bounce or unsubscribe processing. Salsa Classic will still automatically remove any supporters from your email blast that have malformed or missing email addresses, has previously hard bounced, or has unsubscribed from your organization.

      Adding Consent-Related Groups to Unsubscribe Pages

      To give your supporters the ability to remove consent for a specific purpose, add any consent-related groups to your unsubscribe pages:
      2018-05-02_1759.png

      The following information (for your brand) will be shown on the unsubscribe page when supporters unsubscribe:
      2018-05-02_1805.png

      Reporting on Supporters Added to and Exiting from Consent-Related Groups

      Salsa Classic tracks all changes made to group membership in the supporter_groups_history table. Each time a supporter enters or exits a group, a record of that change will be stored there. You can run reports on this table with the report tool. Here’s a list of the data stored:

      Field

      Description

      supporter_groups_history_KEY

      Table Key

      supporter_KEY

      Key of the supporter record

      groups_KEY

      Key of the group

      date_created

      Date/time of the entry

      last_modified

      Last modified date

      action

      Select list of: “Added” or “Removed”

      source

      The full URL of the source page or name of the process that changed the group membership.

      campaign_manager_KEY

      Key of the campaign manager if the change was made on the back end

      IP

      IP address of the supporter or the campaign manager making the change in group membership

      original_IP

      (Optional for developers when sending in changes to group membership through the API)

      Stores the original IP of the supporter that submitted to the external system.

       

      To locate and export data, look up the supporter_KEY associated with the supporter issuing the request by finding their supporter record. To do that...

      1. Go to the Supporter Management section.
      2. Search for the supporter by name:
        2018-05-03_1744.png
      3. Click into their supporter record.
      4. On the top left you’ll see their supporter_KEY listed:
        2018-05-03_1745.png

      Once you have the supporter_KEY, use a Report Condition on supporter_KEY to filter any records returned through your report:
      2018-05-03_1749.png

      Export Supporter Data When Fulfilling a Request for Data

      Supporter data in Salsa Classic is stored in a number of tables. Depending on what you’re being requested to provide, you can use Salsa Classic’s Report tool to find and export records associated with a supporter. The list of available tables will be shown under the Advanced Object Chooser when creating a report:
      2018-05-03_1740.png

      The following tables may contain data associated with a supporter:

      Table

      address

      blog_comment

      contact_history

      donation

      donation_supporter_pledge

      pledge

      questionnaire_question

      recurring_donation

      supporter

      supporter_action

      supporter_action_comment

      supporter_action_content

      supporter_action_target

      supporter_address

      supporter_cache

      supporter_campaign

      supporter_campaign_data

      supporter_chapter

      supporter_company

      supporter_custom

      supporter_direct_mail_blast

      supporter_district

      supporter_event

      supporter_external_action

      supporter_external_api

      supporter_file

      supporter_groups

      supporter_household

      supporter_interest

      supporter_invite

      supporter_letter

      supporter_listserve

      supporter_member

      supporter_membership_level

      supporter_message

      supporter_my_donate_page

      supporter_my_donate_page_donation

      supporter_network

      supporter_organization

      supporter_petition

      supporter_picture

      supporter_pledge

      supporter_preference

      supporter_questionnaire_question

      supporter_rss

      supporter_scoring_algorithm

      supporter_story

      supporter_supporter

      supporter_tracking_code

      supporter_volunteer

      tag

      tag_data

      tags_supporter_questionnaire_question

      unsubscribe

       

      Storing a Supporter's IP Address When Processing Group Membership Changes That Were Made Through an External Source

      If you process supporters outside of Salsa and then send the results to us through our API, you can store the IP address of the server that sent the update to us and the original IP of the supporter submitted to the external system. The original_IP column in the supporter_groups_history table will store the value that you send using a new parameter. Here's an example of an API call using the new parameter:

      https://yournode.salsalabs.com/save?organization_KEY=66666&json&object=supporter&Email=cvaughn@salsalabs.com&link=groups&linkKey=70&original_IP=123.42.44

      This API call saves the supporter (cvaughn@salsalabs.com) to a group for which "key" = 70. Notice that the last parameter is original_IP=123.42.44. When this gets processed in Salsa, we'll add the supporter to the group and store the original_IP value of 123.24.44 along with the IP of the sending server to supporter_groups_history.

      The same is true for deletes. If you were to use an API call like...

      https://yournode.salsalabs.com/delete?organization_KEY=66666&json&object=supporter_groups&key=19647707&original_IP=123.42.44

      ...to delete the supporter_groups entry for a supporter (and thereby remove him or her from a group), we'll store the original_IP parameter in the supporter_groups_history table when removing the supporter from the group. So, if you're processing a deletion from a group using your integration with Salsa and need to store the IP of the supporter that may have requested it, you just need to include the original_IP value and it will also be stored.

      Remove Personally Identifiable Information When You Receive a Request From a Supporter To Be "Forgotten".

      If you receive a request from a supporter who wants to be "forgotten", you can submit a request, with the supporter's supporter_KEY, to our support team at support@salsalabs.com. Our systems team will anonymize any personally identifiable data for this supporter. General activity records will remain for statistical and other activity reporting. However, once complete, the anonymization process cannot be undone.

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