Be confident in the way you manage and capture your supporter consents and preferences to improve supporter engagement

Using our preference and consent management platform we can help you empower your supporters to decide when and how they want you to contact them. Using DataGuard you can consolidate and centralise your supporter data giving you a single source of truth to develop authentic relationships with personalised communications to drive opt-ins, boost engagement, increase brand trust and ensure compliance. DataGuard can integrate with your CRM, supporter account pages, and call centre operation centres.

Make the right start with your supporters

Collect consent and preference details from your sign-up page so you can build relevant and authentic relationships with new supporters

  • A sign-up widget can be easily embedded into your registration page.
  • No need to have a supporter record in advance.
  • Review the quality of information collected at sign up and filter before you use it.

Build trust

Build trust by delivering a self-serve capability for consent and preferences from within your apps and websites…

  • Easily embed and customise the style of your ‘my account’ widget into your apps and web pages.
  • Generate unique tokens to ensure supporters can securely view and manage their consents and preferences.

Give your supporters options

Keep communication channels open and maintain supporter relationships by giving choice rather than blanket selections.

  • Easily tailor unsubscribes from email flows to granular consents and preferences.
  • Secure access using unique tokens.

Improve range of opt-ins

Grow your contactable supporter base

  • Retain more of your supporter opt-ins
  • Granular consent and legitimate interest framework
  • Quick engagement with supporters through supporter consent and preference management portal
  • Easily configurable

Simple for staff to use

Allow your staff to view and manage supporter consent and preferences from within your systems using our Salesforce app or CRM widget.

Salesforce app

  • Out of the box consent and preference management to display permissions data at the various points of supporter interaction
  • Enable Sales, Marketing, Service and Financial Services Clouds
  • Works with leads and contacts in Tasks and Cases

CRM widget

  • Use widget technology for a light touch integration that enables the review and management of consent and preferences.
  • Pass in additional variables to record the CRM user and system in the transaction audit history.
  • Available for Dynamics and other leading CRMs.

Tailor your message

Tailor the message across your digital estate to multiple touchpoints, each displaying the appropriate reques

  • Central control of widgets through templates ensure message is consistent.
  • Updates to consent framework can be easily made with no IT support required.
  • Understand your supporters’ preferred channels and interests, delivering the right content at the right time

Drive marketing activity

Synchronise to drive marketing activity based on accurate permission and preference state…

  • API connectivity for CRMs to email service providers, single supporter views, campaign management tools and data warehouses.
  • Ensure consent and preference data is not only centralised but can be distributed where you need it most.

Capture consent and prevent fatigue

Capture progressive consent to prevent consent fatigue and capture targeted permission.

  • Capture priority consents which have the most value without driving negative behaviour and frustrating supporters with repeated requests for consent.
  • Configure rules to define what is shown (e.g. existing consent which will soon expire, missing consents, convert denied to granted).

Improve compliance

  • DataGuard aligns to the GDPR and existing fundraising regulation
  • Cookie management – comply with the latest guidance on cookie management
  • Fully visible and compliant audit trail
  • Build trust with supporters through greater transparency on how and why you process their data

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