Here you will find the list of features that LeadBI has implemented within the marketing automation platform, to be compliant with GDPR.
The new features are:
In the following link you will find the two forms to be completed to request the permanent elimination of the account from the LeadBI platform and the dedicated form to request the report of the data of a specific account.
To make the requests, use the e-mail of the subscription to the LeadBI plan and consent to the collection of personal data.
To delete an individual contact go to the visitor section and search for the interested contact, click on the button 
on the right and click on "Delete Contact".
To start downloading a contact data, enter the visitor section and click the button on the right. Click on "Download Data" and you will get the file with the data concerning the interested contact.
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Identify and monitor customers within your e-commerce! Now you can do it with the new LeadBI integration for WooCommerce!
LeadBI allows you to follow all visitors on your site on the platform, you can monitor the most viewed pages and the most clicked products. Get more customers and increase sales using LeadBI automated services.
Once you have quickly integrated LeadBI to the WooCommerce plugin, you will be able to view all the data in the dedicated dashboard.
Two specific automations have been added to the LeadBI platform for you!
Enter the platform and click on "Automations" in the menu on the left. Then create a new automation by clicking the button + on the right and click on the "Trigger" item.
You will find the two actions that will be useful for your e-commerce:
Click on New Shopping Cart to create an automation that sends an automatic e-mail to the user who has left, for example, the products in the cart for more than 5 days. You can use this action to remember, solicit and invite the user to purchase.
Click on New Shop Order to thank the customer of the purchase made.
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In this article we will explain how LeadBI will meet these requirements and the relevant impacts for our users and their customers. We will also give you some tips to better prepare you for this great change of rules.
LeadBI has been working for several months to be in full compliance with the new regulation by the deadline of May 25, 2018. As a LeadBI customer, it’s important to understand how GDPR affects you and your use of the LeadBI platform services .
Please note that LeadBI provides this information for informational purposes only and should not be relied upon as legal advice. We encourage you to consult with legal advisors and other professionals to fully understand how the GDPR applies to your organization and businesses.
The GDPR, General Data Protection Regulation, is a regulation on the privacy of the European Union that will come into force on 25 May 2018. It’s a general regulation that applies to all organizations that offer goods and services in Europe, regardless of the fact that the organization is in Europe or not. The regulation therefore applies essentially to all organizations with a website that interacts with European residents.
The GDPR is direct to all those who have a website that collects or processes personal data of residents in the EU. The new regulation will be applied to all the subjects that process personal data, indistinctly from the working sector, type of company, subject or not for profit, with or without headquarters within the European Union.
All European citizens, thanks to the GDPR, will get new rights. The goals concern:
The new rights exercisable by citizens are:
Right of rectification: Individuals may request that their information be updated or corrected.
Right to be forgotten: Individuals can request that their information be permanently deleted.
Right of portability: individuals can request the transfer of their information to another organization.
Right to object: People may try to prohibit certain uses of their personal data.
Right of access: Individuals have the right to know what personal data has been collected about them and how they are used.
The GDPR requires that people be provided with transparent information on how their personal data will be processed, including the specific purpose for data collection, the duration of data processing and other details.
Furthermore, it’s mandatory to establish data retention times. There are currently no binding indications. The legislation confines itself to saying that personal data should be adequate, relevant and limited to what is necessary for the purposes of their processing.
For this reason you must ensure that the retention period of personal data is limited to the minimum necessary.
In case of illegality and failure to comply with the new rules, individuals and companies may be subject to fines ranging from 2% to 4% of revenue and up to 20 million euro for the most serious infringements.
The consent to the processing of personal data must be given freely in the form of a clear affirmative action.
Passive opt-in (for example: pre-selected consent) will be prohibited. The only form of consent approved is the Opt-in.
The Opt-in is the process in which contact freely and voluntarily gives the affirmative consent to the processing of personal data.
This means that you can only legally use lists that are 100% opt-in and only if you can show that these contacts have actually given their consent.
It’s advisable to use the double opt-in as a form of consent to have a clear and safe consent.
So, the GDPR requires that a person provide informed and affirmative consent for any manner in which their personal data will be collected, used and processed. This means that you will need to enter further consent statements on your forms and websites and you will not be able to collect, use or process personal data until the individual has given that consent. You will not be able to rely on pre-crossed boxes, silence or inactivity as a basis for consent. You can use the data only for the treatment modalities expressed in the consent, otherwise you will have to ask for a new consent for a different use of the data.
If you use cookies to uniquely identify a device or the person using that device, it is now considered as personal data in GDPR.
This means that cookies used for analysis, advertising and functional services such as surveys and chat tools are at risk of non-compliance under the GDPR.
They are not prohibited by the GDPR. However, if consent cannot be demonstrated on an individual basis, there is a risk of non-compliance.
If you can show that your company has a legal basis to collect and process the data in question, you can continue to do so.
Soon the “'cookie law” will be updated and aligned to the GDPR.
There are important changes to be addressed also to the Marketing Automation:
All service providers by Marketing Automation, including LeadBI, are already at work for months to apply all the changes needed to comply with the new rules.
The Marketers highlighted three points in favor of the Marketing Automation softwares that show an easy achievement of GDPR compliance with the use of MA software, they are:ù
Using your Marketing Automation platform to create an email preference, you will help your customers with the choice of information to receive, making the process intuitive and simple.
Allowing customers to manage their email preferences leads to an advantage on both sides, you will make the customers more satisfied that will lead to greater trust in you or towards the company. This greater freedom of the client leads to an increase in opening rates and refines the segmentation process.
When customer data is centralized in a marketing automation platform, you can easily analyze and adapt it for GDPR compliance. Within the platform, reviewing the information you collect, organize and segment it helps you determine which ones are compliant with GDPR standards and how to proceed.
The GDPR offers European citizens the opportunity to change their mind about consent at any time and have the right to change their consent or revoke it at any time.
Be sure to create separate and updated authorization lists based on changes made by the customer or revocation request.
Thanks to the multiple functions of the Marketing Automation platforms (Click and see here), you can build or integrate modules that comply with the new privacy standards, adding opt-in fields describing how to use the data.
As a LeadBI customer, GDPR guarantees more protection and privacy rights. We will be ready to comply with these regulations and to handle requests from the user in such a way as to be in complete conformity.
Right of rectification:You can change your account information at any time via the LeadBI account settings. You can also contact us directly to edit or update your information.
Right to be forgotten: You can cancel and close the LeadBI account at any time. After receiving a cancellation request, we will permanently delete your account and all data associated with it within 30 days of receiving the request.
Rights of portability: if requested, we will export your data so that it can be transferred to third parties.
Right to object: At any time, you can oppose (via opt out) your personal data used for specific purposes. (For example direct marketing, research, etc.)
Right of access: We apply total transparency on the use and processing of data. You can refer to our Privacy Policy for information on what data is collected and how this data is used. You can contact us at any time if you wish to ask further questions about your data and how we are using them. When we make additional changes to our Terms of Service, we will send you an update to review and sign.
We are working on the latest updates that will make the platform compliant with the new regulation and perfectly safe for our customers.
The new rules of GDPR are also apply to your customers. The LeadBI GDPR compliance program will help you meet the demands you receive from your customers.
We recommend the use of the double opt-in which guarantees that you are complying with the affirmative informed consent requirement to use the e-mail addresses of your contacts and other contact information to send them messages in the future. Click here to view the guide on creating opt-in forms.
The right of rectification is a fundamental part of the GDPR, which allows a contact to update and correct the information. With LeadBI it is very easy to find your profile contacts and proceed to modify or update it. Click here to access the guide.
The right to portability and the right of access both require the possibility of exporting individual contacts. With LeadBI you can easily and quickly export every contact. Click here to view a guide on how to export the desired contact.
You will need to clarify how you will use the personal data that you collect in the activation consent forms. You can use LeadBI modules with the ability to use HTML blocks. We recommend that you seek advice from a qualified legal professional before publishing your consent request for greater compliance security.
The intent of GDPR is to protect the privacy of residents in the EU. Following the guidelines of this regulation, it is recommended to delete personal data that are no longer necessary or inactive. You can choose to delete inactive or unregistered contacts rather than keeping them in your account.
These are our useful information to help you prepare as a LeadBI customer, but the GDPR guidelines are expansive and most likely influence other aspects of your business. We recommend that you contact a qualified legal counsel to understand the full impact of the GDPR on your business.
With GDPR taking effect May 25, 2018, we want to assure our users that we will be fully compliant with the regulation.
Disclaimer: This document is not legal advice. It's only meant to provide general information on GDPR.
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With the release of the new generator landing pages (click here to review the article), our users have access to a section dedicated to the construction, modification and monitoring of their landing pages.
The LeadBI constructor provides the ability to build 4 types of landing pages based on the conversion goal and offers a wealth of customizable forms for original content and efficiently.
In addition, now you can integrate in your landing page pre-built sections that make your work easier and faster! Let's find out together:
A pre-built and customizable header that attracts the attention of your visitors.
Section dedicated to an introduction that affects your customers and encourages them to browse the landing page.
Section dedicated to the list and description of your services, products or features.
Section that you can customize with images and texts. Create a content that attracts your visitors!
Section similar to the previous one but with the possibility of customizing it, for example, with cases of success stories of your customers.
Add a customizable call to action that will allow you to generate more leads.
Section dedicated to the presentation of your corporate team.
You can enter your customizable rate plan
Conclude with the integration of a pre-built footer, add your links and more information about your company.
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The Drag & Drop Builder for LeadBI form & pop-up allows you to create a new module and choose from 4 types.
The efficiency of the builder allows our customers to collect and increase contacts within their database.
From today you can get, in addition to a Javascript code to be included within the website, a short code for WordPress users.
Just click on the ‘WordPress’ entry to get the custom short code.
If you already have WordPress's LeadBI plug-in, upgrade to version 1.1. If you don't already have the plugin installed for free.
Click here to follow the 4 basic steps for creating an attractive and efficient form.
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When we talk about Landing Page we refer to a page created strategically within a website. The landing page is one of the main points of an inbound marketing strategy, because it is the place where the visitor is converted into leads.
Considered the main key for all activities aimed at Lead Generation, a landing page must be efficient, functional and must guarantee an easy connection between visitors and the company.
With LeadBI it is now possible to build a successful landing page, thanks to the new integrated Builder.
The Landing Page generator allows you to create, choose the conversion goal of the page and customize it with content, modules and effects.
You can choose between 4 types of conversion between:
Contains a wide selection of customizable contents such as text, image, video, maps, countdowns, modules etc. The ability to display and hide blocks in process and various effects features to be applied within the landing page.
The applicable effects include:
It’s possible to add already constructed templates and customize them.
Realize your landing page and increase your contacts!
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Between the hottest topics of this 2018, the GDPR is undoubtedly on the podium.
On 25 May 2018 the new EU Regulation 2016/679, known as GDPR (General Data Protection Regulation), will be applicable in all European countries.
The new regulation was designed to obtain legal certainty, harmonization and simplification of the rules concerning the transfer of personal data between European countries and the rest of the world. It defines the rules for using this data legally and extracting its products, services and increasing revenue.
The GDPR also tends to counter the lack of privacy on the part of new and increasingly advanced technologies, which collect a large amount of personal data.
Before May 25th, European companies will have to provide for:
With the new regulation, privacy becomes a process to be managed in all phases of the company, from the idea to the executive one. These are some real examples of the changes to be made in reference to the GDPR:
Violations of the rules for the processing of personal data lead to very heavy penalties that can reach € 20,000,000 for individuals and companies not belonging to groups and up to 4% of total (consolidated) turnover for corporate groups.
LeadBI is in the process with all operations necessary to ensure compliance with the GDPR and offer excellent service to its customers.
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The insurance industry is one of the sectors with a lower growth rate in recent years, also due to the less advanced technologies they work with.
However, in the last year there have been radical changes within some insurance agencies, which have supported the new technological systems such as Marketing Automation.
In the United States, a study was carried out on 1000 insurance agencies that integrated Marketing Automation into their strategies and found a radical improvement. Insurance agencies that have integrated marketing strategies are currently those with a higher growth rate.
Potential customers use internet to compare offers and find the best offer online. This allows insurance marketing professionals to leverage email marketing, mobile marketing and lead generation tools to gain more customers.
This drives insurance companies to create an internal marketing team and create marketing strategies that lead to more customers in less time.
E-MAIL MARKETING
The personalized emails emphasize the characteristics of the insurance agencies that, with their customers, have always established a relationship of trust. Email personalization can be used as a reminder when criteria are updated or premiums are increased, value added offers from partners, with suggestions on home or vehicle security and lots of other content. They are tools that, integrated with a segmentation of contacts, help agencies to establish a good relationship with their customers. Furthermore, with automations, sending emails will be much faster and more efficient.
CROSS SELLING E-MAILS AND UP-SELLING
Marketing automation also helps sales of new insurance plans. If you offer a certain number of plans, from pet insurance to home and car insurance, and you have a customer who already has a policy with you, receiving promotions on new insurance plans can incentivize him to change his insurance policy.
In this case tools like LeadBI can help you to examine the behavior of the customer within the website, checking which policies are interested and if he is aware of the new insurance offers. In this case you could start the Lead Nurturing phase.
MARKETING MOBILE STRATEGY
Considering how many people use smartphones daily, companies need to update their strategies and optimize them for mobile too. Marketing automation can help companies to be connected anytime, anywhere.
It's recommended to have at least one mobile app of your insurance brand. When it used in with e-mail marketing and lead nurturing, apps provide a greater point of contact that can be used for support for new policies, policy updates, and anything else that customers need.
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The inclusion of an integrated CRM system within the LeadBI Marketing Automation platform makes the management and organization of the leads simpler and more practical.
We have already saw why to integrate a CRM system with Marketing Automation (Read Here).
The new feature has been added to the LeadBI Dashboard.
Proceed with the Funnel activation for your profile:
Inside the interface you can access a complete overview of the sales pipelines.
Each contact is organized according to the funnel, the currency, the status and the estimated closing date.
Leads are entered manually, you can manage them in the same interface and be segmented into funnels.
With this new feature, LeadBI offers the ability to reduce the use of an excessive amount of marketing tools by managing the sales pipelines of your potential customers directly within the same platform.
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Internationalization is an important and complicated business phase, thanks also to the few complete marketing tools available to us. Agencies and consultants often need to ask companies for a high budget due to purchases of different tools.
If you are a consultant, agency or professional, this article is for you.
We explain how you can simplify your internationalization processes using our LeadBI platform.
LeadBI is able to identify potential foreign customers in real time thanks to the multiplicity of functions within the platform, you can offer your customers a complete service that goes from the analysis of visitors and place to promotion and follow-up.
The tracking and identification function allows you to view and extract important data to capture potential customers. You will be able to extrapolate a certain amount of visitor data such as place, company, visited pages, downloaded resources and much more that will allow you to quickly realize a targeted marketing strategy for a certain location and a certain target.
You can create efficient e-mail marketing and texting campaigns, which allow you to create promotional strategies targeted to your target audience. The contacts within the database can be segmented according to geography, for example, which allows you to have an organized contact list. Segmenting your contacts will help you speed up the time when searching for a contact and when sending campaigns. It is also possible to profile each identified lead in detail.
The possibility of integrating LeadBI with the other marketing platforms used by your customers, allows you to analyze and contact their old contacts, follow up with newsletters, direct and personalized e-mails.
Thanks to marketing automation you can create workflows designed for each type of nation, for example if you analyze the behavior of American visitors, you can create workflows designed for their actions and targeted exclusively to them.
With LeadBI and the Marketing Automation you will get excellent results that will bring visibility and a turnover increase for you and your customers.
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