New changes to I0S and what it means for marketers!
Apple’s latest i0S 15 update has certainly caused a stir for marketers trying to reach consumers using Apple devices. The new changes include Hide My Email and Privacy Relay, giving consumers the option to limit or prevent data sharing from their devices, masking emails and internet addresses, and hiding unique identifiers for online tracking. This change will make consumer opt-ins more precious than ever, especially for those using Apple email apps. But marketers will do what marketers do best – evolve!
In short, Apple users will now be able to:
- Turn off open tracking
- Hide their IP addresses
- Hide their email addresses
And this will impact:
- The reliability of open rates – They are still relevant but don’t measure campaign success from them
- The accuracy of open times
- The precision of automation
- Stop senders from using invisible pixels to collect open and IP addresses
- A/B testing will be impacted, so the removal of i0s devices from testing is recommended
So how many consumers are impacted by this new update?
58% of email consumers and 90.5% of all mobile users (that use an apple email) will be impacted by the latest update, with at least 90% of those users expected to opt-in to the new privacy settings. Why so much? The latest update will present Apple users with a clear opt-in message after the upload is complete, typically asking, “do you want to protect your email or not”. In the age of privacy-first technology, it is no surprise that so many are predicted to choose this new privacy feature.
Remember, this only impacts consumers using the Apple mail app!
Email marketing with i0S:
It’s not all doom and gloom! The new i0S 15 changes are no doubt changing the marketing landscape for email campaigns moving forward. Here are a few top tips to prepare for a new way of emailing with i0S 15.
- Segment your data – understand the density of apple users in your database.
- Measure clicks over delivered.
- Track open rates from the previous year to create a post line for future campaigns.
- Segment your data from previous email campaigns – consumers with a better engagement rate are less likely to opt-in to the new privacy settings.
- Rely on clicks for re-engagement campaign tracking.
- Bounce rates are your friends – this will help you measure changes to your campaigns.
- Ensure you have a clear Preference Centre.
- Identify alternative data you will need to bring in, like web data, other customer data – better relevance.
- Maintain email best practices; just because opens are going away is not an excuse to sending crazy as email platforms will likely still measure and filter your email accordingly.
And finally, embrace personalisation! Even though the new update will filter emails to an randomized email created by the Hide My Email feature of i0S 15, a personalised email is far more likely to be engaged with.
What does the UK Energy Crisis mean for Utility Brands and how can they protect their consumers?
Over the past two weeks, news of an Energy Crisis in the UK has built concern for utility brands and consumers. This crisis maps out an increase in wholesale energy prices meaning greater pressure on smaller utility brands (those prioritising greener energy and localism) and consequently greater energy bills for consumers. These soaring prices will undoubtedly see a rise in inflation, ultimately making the cost of living that bit more expensive for most households in the UK, making data quality and identifying vulnerable consumers an essential part of any Utility Brands communication.
At least 6 suppliers have already decided to exit the UK market amid threats of rising wholesale prices, leaving at least 835,000 households open to new suppliers. Ofgem have ensured that these households will be protected by energy price caps, yet new suppliers must ensure these consumer records are accurate. Establishing a trusted and seamless relationship from the get-go.
How can Utility Brands Secure Customer Loyalty?
According to the energy regulator Ofgem, energy bills are estimated to rise between 12-43% from October. Customers want to know that their provider is doing everything possible to protect their data. This means keeping data clean and up to date for marketing communication needs to be timely, informative, and accurate.
The importance of having an up-to-date database will allow utility brands to contact consumers at the correct address with information regarding their personal tariff, utility bills and changes to energy prices. Ensuring consumer wellbeing is central to the marketing strategy over the coming months. Having up to date gives you a much better understanding of the way your customer behaves.
Overall, if you want to increase your customer base and establish a sense of trust and transparency between your brand and your customer, you need to do everything you can to optimize your communications and, having accurate customer data will improve your marketing strategy while building trust and loyalty.
What can Utility Brands do to Identify Vulnerable Consumers?
The cherry on the top for lower-income households will be the latest government proposal to increase National Insurance payments and decrease Universal Credit. Utility brands, therefore, need to prioritise identifying vulnerable consumers and those most likely to struggle with rising costs.
REaD Group’s Consumer Vulnerability Score Model can identify these consumers, helping brands tailor their communications, and helping with debt ratio, identifying potential problems for consumers before major issues occur. It also allows utility brands to tailor home visits, and maintenance management to suit consumer needs, avoiding costly reputational damage, adhering to best practice guidelines and ultimately, protecting the consumer’s wellbeing.
For more information on our utility specific data products go to our
Or request more information on our Consumer Vulnerability Score Model
by going to our Contact Page
7 Key Principles:
GDPR introduced 7 key principles for the lawful processing of personal data. This refers to the collection, organisation, structuring, storage, use, communication and the life span of personal data. These principles are at the centre of compliant processing, an essential part of GDPR to be followed by brands and organisations:
Lawfulness, Fairness and Transparency:
(a) processed lawfully, fairly and in a transparent manner in relation to individuals (‘lawfulness, fairness and transparency’).
b) collected for specified, explicit and legitimate purposes and not further processed in a manner that is incompatible with those purposes; further processing for archiving purposes in the public interest, scientific or historical research purposes or statistical purposes shall not be considered to be incompatible with the initial purposes (‘purpose limitation’).
(c) adequate, relevant and limited to what is necessary in relation to the purposes for which they are processed (‘data minimisation’).
(d) accurate and, where necessary, kept up to date; every reasonable step must be taken to ensure that personal data that are inaccurate, having regard to the purposes for which they are processed, are erased or rectified without delay (‘accuracy’).
(e) kept in a form which permits identification of data subjects for no longer than is necessary for the purposes for which the personal data are processed; personal data may be stored for longer periods insofar as the personal data will be processed solely for archiving purposes in the public interest, scientific or historical research purposes or statistical purposes subject to implementation of the appropriate technical and organisational measures required by the GDPR in order to safeguard the rights and freedoms of individuals (‘storage limitation’).
Integrity and confidentiality (security):
(f) processed in a manner that ensures appropriate security of the personal data, including protection against unauthorised or unlawful processing and against accidental loss, destruction or damage, using appropriate technical or organisational measures (‘integrity and confidentiality’).
REaD Group presents our unique Switcher model
Built using the most accurate and comprehensive consumer data universe in the UK
REaD Group’s Switcher model allows the segmentation of a customer database to identify the propensity or an individual or household to switch from their existing provider.
Ideal for utilities and telecoms companies, our Switcher model offers a unique solution for both acquisition and retention, which also includes selection for channel preference to further improve your campaign performance. In addition bespoke model refinement can be conducted by REaD Group utilising client data to enhance model performance.
REaD Group hold the most comprehensive, clean, accurate and responsive permissioned consumer marketing data available in the UK. Apply this data to drive your acquisition and retention strategies.
REaD Prospect – we can create the perfect prospect pool using our unique set of variables, combining data from a wide variety of trusted sources including demographics, property details, interests and attitudinal data.
REaD Enhance – we can tell you more about your customers than any other data company! Apply that knowledge to your customer base to ensure your communications are targeted, relevant and profitable.
Our data provides granular details at household and individual level to support acquisition and retention.
- Propensity to switch
- Loyalty indicators
- Energy usage – gas and electricity
- Household variables including house type and number of
- Household composition including presence of children
- Demographics & lifestyle variables
- Affluence markers
How many new customers will you find?
REaD Group Switcher model is available for immediate testing, contact us now to set up a trial
REaD’s Customer Engagement Director, Scott Logie, discusses supporter engagement for the new season!
It feels like it is only days after the Euros finished and the new football season is back. Never mind that in between we had Wimbledon and the Olympics: what a feast of sport for those of us who love it. To be honest, I always feel that the football season starts too early. I could do with another couple of weeks to get mentally prepared before being launched back into it, but I am probably alone in this.
As a Scottish man of a certain age, it was always fashionable to have two teams. For me, my hometown team was Airdrieonians and my “English” team (because you had to have one) was Liverpool FC as my hero, King Kenny Dalglish, played there. Fast forward 40-odd years and Airdrieonians have sadly disappeared, and I have acquired two new teams, based on house moves, in Bristol City and Crewe Alexandra. It’s a lot to keep across but what else would I do otherwise?
Why now is the time to engage supporters
For the clubs themselves there is always a lot to keep across. And coming into this season there is probably more than ever before. Last season was one like no other. For most of it there were no fans in the stadiums, no merchandise sales from the shops and very little chance to engage with supporters face-to-face. This would have meant that income levels would have been down, and, at the same time, staff would have been furloughed and a lot of the essential work that would normally go on behind the scenes would have suffered.
I mentioned three teams that I support earlier. For each of these clubs I have bought tickets – in fact, season tickets for two of them – and yet I have only had emails from one of them (Liverpool) about games coming up.
Realistically, teams like Liverpool don’t need to spend time filling the stadium: that will happen for every game regardless. But they do need to share information on new strips, their TV channel and all the other ways I can follow my team. For Bristol City and Crewe Alex it is more basic: get bums on seats. And yet neither of them have sent me an email, or a bit of mail even, to remind me I can come back and support them with all my mighty singing. I think clubs are missing a trick, to be frank – think how many shops opened and we got emails and mailings to tell us about it. How much better response would there be for something that we like doing?!
Why data is key
Another area that I am obviously interested in is around the data that the clubs hold on their supporters and what has happened to that over the last 18 months. We know that data quality degrades; people move house, change email address, pass away and most of this isn’t shared with their football club. A really great way to start engaging with your fans is to make sure you hold the right data on them. And that is easy to do!
So, the fans are back but are the clubs making the most of their excitement? Are they getting in touch and telling us how we can do more for our club? Are they inviting us back to the ground and into the club shop? And are they sorting the data they hold on us so that they can do that? For me, as a multi-club man it doesn’t feel like it. As well as getting ready for kick-off on the pitch, they should give some thought to kicking off supporter engagement off it: it will serve them well.
Find out more about REaD Group’s suite of data cleaning and management
Data quality is more important than it has ever been. Ensuring that the customer and prospect data that you hold is accurate, up to date and compliant is a benchmark of responsible data management and marketing.
Consumers expect it, the law requires it and it delivers massive cost savings, better ROI and reduces the risk of brand damage.
A key part of maintaining the quality of the consumer data you hold is the identification and suppression of individuals who have moved from the address you have in your database – using a credible suppression file such as REaD Group’s definitive Gone Away Suppression file (GAS).
Why compromise the success of your campaigns and risk the reputation of your business by continuing to send communications to individuals using their old address?
Reduce campaign costs and improve ROI
Mailing goneaways will hit you where it hurts – in the pocket! Continuing to send mail to individuals at their old address is a waste of your marketing budget.
The following case study is based on real campaign metrics:
- Client A has a database of 1 million records selected for an acquisition mailing campaign
- Suppression flagging using the GAS file identified 10% of the individuals in the database had changed address
- That’s 100k individuals flagged and suppressed as goneaways
- Based on their pack price of £0.50 removing those goneaways saved £50,000
- Even if the response rate from those you suppress is a quarter of the rest of the file (and that is high), you are spending £50k unnecessarily and which could be deployed in better performing channels
Risk of brand damage of sending mail addressed to previous occupants
“I have received a letter to my address in someone else’s name. Please help – I am concerned someone is using my address fraudulently.”
Sending mail to old addresses risks the reputation of your organisation. At best, the receipt of mail addressed to someone not currently at the address will be the cause of irritation – and risks your mailing becoming a regular feature in the recycle bin. And worse, it is the cause of anxiety around address mis-use and identity theft.
There is always the argument that “the person who has moved in will look like one of my good prospects anyway so they will probably respond”. Actually, the chances of gaining a new customer or supporter is unlikely.
Avoiding being the cause of irritation, distress and damage to your brand’s reputation by continuing to contact individuals at their old address is easy and cost effective so why risk it?
Legal requirement under Data Protection Act 2018
Fundamentally, it is the law to keep your customer and prospect data clean and accurate. GDPR Article 5.1 (d) – entrenched in UK law as the Data Protection Act 2018 – specifies explicitly that data must be kept “accurate and, where necessary, kept up to date.”
This applies to customers and prospects data and includes ensuring address information is accurate before it is processed. By choosing not to suppress movers, you are actively breaking the law.
Losing touch with customers and supporters
We all know the relative costs of acquiring new customers or supporters versus retaining them. Flagging goneaways alerts you to the fact that a customer has moved so you have the opportunity to apply a relocation database – such as REaD’s GAS Reactive – and reduce the loss of valuable customers and supporters at their new address. Lots of your competitors are marketing to new movers, and yet they are your customer!
So, what next?
We can’t express strongly enough that the cost and risks of using old addresses will always vastly outweigh the investment in using a credible Gone Away Suppression service despite the small possibility of acquiring a new customer at that address.
Time to talk to REaD Group about applying the GAS File to your database!
Or discover more about our suite of Goneaway and Suppression products:
Consent vs Legitimate Interest:
Understanding which legal basis best suits your needs is essential! We know that both legitimate interest and consent have their benefits and downfalls when looking to communicate with consumers. However, depending on the brand, industry sector or channel of communication one or the other can play a major role in the success of the marketing strategy.
What is Consent?
Consent is when the individual has given consent in the form of an ‘opt-in’ for a company to process their personal data for a specific purpose.
Consent requires an organisation to be named at the point of data capture and the consumer must ‘opt-in’ to be contacted by the brand, with the consent statement allowing for unbundled data collection with the boxes never pre-ticked i.e consent requires a positive /affirmative action to be recorded.
It is often seen as the ‘safe’ option when it comes to collecting consumer data for marketing purposes. Whether it is using a tick box or a subscription form, consent offers the consumer a clear choice, ultimately helping to build a brand’s reputation as trustworthy, transparent, and responsible, subject to the below guidelines also being followed:
- The opt – in is a positive action – Reliant on the consumer ticking to receive communication (remember, no pre ticked boxes)
- The statement of consent is clear and unambiguous
- All third-party data controllers are named
- Information on how to withdraw consent is clear and easy to find
- The communication methods and content addressed to the consumer must then fulfil the purposes stated when consent with given
Consent is only one of the lawful bases under which companies can collect consumer data. It gives consumers a choice whether to be communicated with, and by which channel, and ultimately can build a more trusting relationship when it comes to data transparency.
Remember – when data is collected via consent, and the purpose of collecting that data remains the same, it can then also be used under the legal basis of legitimate interest.
What is Legitimate Interest?
Legitimate interest is when you or a third-party have a genuine reason that makes processing the data necessary, and there are no other interests that outranks your business interest. For example, your organisation may be able to demonstrate a legitimate interest in marketing your goods to existing customers in order to increase sales.
Legitimate interest is another of the six lawful bases for processing consumer data for marketing purposes, in line with the ‘lawfulness, fairness and transparency’ regulations. However, whereas consent is centred around a purpose, legitimate interest is more flexible and can apply to a wider range of consumer communications where needed.
When using consent, the consumer’s relationship with the brand is balanced and based on a transactional agreement. When using legitimate interest, the purposes are often less transparent to the consumer but offers more flexibility for marketing purposes. You can rely on using legitimate interest, if you can show how your use of the consumer data is proportionate, has a minimal personal impact and the consumer is unlikely to be surprised or object to what they receive.
To be clear, within the GDPR itself, Direct Marketing is specifically singled out as a legitimate interest. It is important to note however, that unlike data which has been captured under consent, once data is collected under that basis of legitimate interest it cannot then be used for consent-based marketing.
How to apply a Lawful Bases:
Most lawful bases require that processing is ‘necessary’ for a specific purpose. If you can reasonably achieve the same purpose without the processing, you won’t have a lawful basis. Remember, you must determine your lawful basis before you begin processing, and you should document it. Take care to get it right first time – you cannot swap to a different lawful basis at a later date without good reason.
Your privacy notice should include your lawful basis for processing as well as the purposes of the processing. If your purpose does change, you may be able to continue processing under the original lawful basis if your new purpose is compatible with your initial purpose (unless your original lawful basis was consent). If you are processing special category data, you need to identify both a lawful basis for general processing and an additional condition for processing this type of data.
Overall, both consent and legitimate interest serve a purpose. Consent builds a level of trust and brand awareness whilst enabling communication to consumers. Legitimate interest on the other hand, helps brands target a broader consumer or prospect base. There is no one size fits all when it comes to collecting data, so when choosing a lawful basis take care and don’t be afraid to ask for advice!
Check out more of our blogs on lawful bases or get in touch today for advice on data protection:
It’s been over three years since the General Data Protection Regulation (GDPR) was introduced. Since then, there have been plenty of headlines devoted to enterprise-level data breaches but very little on how SMEs have been fairing. Do they understand the GDPR and are they interpreting the legislation in the correct way? More than that, what is the quality of the data they hold and indeed, how do they store it?
This is what we set out to find in this survey. We wanted to gain a greater understanding of the quality of the data that SMEs hold on their customers and prospects, and the extent to which the GDPR is understood and has been adopted.
What is an SME?
According to the UK Government* , the usual definition of small and medium sized enterprises (SMEs) is any business with fewer than 250 employees. There were 6 million SMEs in the UK in 2020, which was over 99% of all businesses. There were 5.7 million micro-businesses (0-9 employees) in the UK in 2020, accounting for 96% of all businesses.
For the purposes of this survey, we based SMEs on the size of their turnover, classing any business of a turnover of up to £25 million as an SME.
* House of Commons Library Briefing Paper, Business Statistics, 22 January 2021 [accessed 25 June 2021].
In our survey we asked 1,110 business owners and directors a number of questions:
- Whether they store their customer and prospect data in a CRM and/or other database
- Whether they run any data cleaning or update processes on the data they hold
- Whether they use physical mailing for communicating with and/or marketing to their customers
- Whether they were familiar with GDPR
- Whether they were aware that GDPR requires data to be kept clean and accurate or be deleted
Surprisingly, the survey results revealed that only two-fifths (40%) of SMEs hold their customer and prospect data (i.e. consumer data) in a CRM and/or other database; a number that seemed surprisingly low, given that most businesses need to maintain contact with their customers. This would seem to suggest that the remaining three-fifths (60%) either do not hold any customer data or that they hold it in a format they do not consider to be a database, such as Excel or on paper.
The good news is that awareness of the GDPR was high amongst the majority of SMEs (85%) and that these businesses are also aware that data must be kept clean and accurate or be deleted (89%). It’s good to see that, three years after it was introduced, most understand the importance of the legal requirements for managing data. The larger the company (by turnover), the greater the familiarity.
However, what the survey also revealed was that, while three-quarters (75%) of those with a CRM and/or other database do run data cleaning or update processes on their data, one quarter (25%) do not, despite the fact that 93% were aware of the need to clean and update or delete their data. And with two-fifths (42%) of all respondents using the data they hold for direct mailing/marketing, this raises the question of how accurate, up-to-date and compliant the data they hold for these purposes is?
Of all SMEs surveyed (irrespective of whether they have a CRM/database or not), nearly two-thirds (61%) said they do not run any data cleaning or update processes on the data they hold. This is despite the fact that over four-fifths (85%) were familiar with GDPR and almost four-fifths (79%) were aware of the legal requirement to keep data clean and accurate or delete it.
Small businesses x 1,110
The Companies Act defines an SME for accounting purposes as having a turnover of not more than £6.5m, however for this survey, the turnover range was grouped to £25m. On this basis the weighted response for this group is 1,110, with the emphasis on turnovers up to £4.9m.
Research conducted by Customer Care Research (CCR)
The research was conducted amongst 1,200 business owners and directors in June 2021. The results have been weighted by turnover, region and sector to be representative of all UK businesses with a turnover of £250,000+. Where response percentages are quoted it refers to the weighted sample.
Only 41% of SMEs hold their data in a CRM/database
To set the scene, we wanted to find out how many SMEs hold their customer and prospect data in a CRM and/or similar database.
We found that 40% (439) of the SMEs we surveyed indicated they have a customer and prospect database in a CRM or similar format. Given that businesses need to maintain contact with their customers for sales and marketing, and never more so than over the past 15 months, this appears to be a relatively low percentage. It would appear that the number of SMEs who could benefit from the business advantages of a CRM could be greatly improved. There are many benefits to a CRM, but two key ones are offering a 360-degree real-time view of a prospect or customer, and keeping that individual’s data safe, secure and up-to-date.
Our survey found that only 34% of those with a turnover of up to £4.9m said they had data in a CRM/database, although this rose to 65% in the £5m-£24.9m category.
When looking at all SMEs with a turnover range up to £25m, 40% (439) have their data in a CRM or other database: meaning that a significant 60% (671) did not.
Examining different business sectors in more detail, retail (80%), hospitality (76%), transport (70%) and construction (69%) are the least likely to have a CRM or other database, which seems surprising, especially when considering the retail sector.
Q1. Do you have customer and prospect data (i.e. consumer data) in a CRM and/or other database?
More than half of SMEs do not clean their data
We asked all survey respondents whether they run any data cleaning or update processes on the data they hold. This question was asked of all respondents, rather than just those with a CRM or other database, to capture any respondents who considered they held their data via another means.
Overall, approximately the same proportion, 39% (432) of SMEs said they ran data cleaning or update processes on their data, but 61% (678) said they did not. We can assume this is either because they simply didn’t and/or because they felt they did not hold data in a CRM or other database.
75% (330) of SMEs who said they had a CRM or other database ran a data cleaning or update process, but a significant 25% (109) indicated they did not. In addition, 51% (569) indicated they did not have customer data in a CRM or other database AND they did not run any data cleaning or update processes on any data they held. Considering most businesses have a need for customer data in one form or another, this is a surprisingly large percentage.
Of those SMEs with a turnover of less than £25m who have a customer CRM or other database, 25% did not run any data cleaning processes, reducing to 15% for businesses with a turnover over £25m. On an overall basis, the figure for all respondents was 61% for the lesser turnover group and 38% for the larger.
Whilst the figure of 25% of those SMEs with a CRM or other database not running any cleaning processes is high enough, assuming most companies needed to keep some form of customer data, the overall figure of 59% is surprisingly high. The results also showed that the larger the business, the
better it is at running data cleaning or update processes.
Q2. Do you run any data cleaning or update processes on the data that you hold?
42% of SMEs use Direct Mail
When asked whether they use physical mailing for communicating with and/or marketing to their customers, 42% (506) of all respondents confirmed they did, a very slightly greater number of respondents than those who indicated they kept a database (491). Presumably these additional respondents must also have some form of data, stored offline or via a different method.
From a turnover point of view, only 23% of SMEs with a turnover of less than £1 million communicate in this way. This percentage rises as turnover increases, to a peak of 60% in the £5-9,9 million range, although more than half of SMEs in the £10million+ category also use direct mail.
Considering those SMEs who said they had a CRM or other database, 60%(265) carried out physical mailings. The results also showed that 30% (199) of those who said they didn’t have a CRM or other database do use physical mailings. While this can only be based on speculation, perhaps
these communications are not data targeted?
Q3. Do you use physical mailing (e.g letters, brochures or catalogues etc) for communicating with and/or marketing to your customers?
85% of SMEs are familiar with the GDPR
Overall, awareness of GDPR is high: 67% (744) of all SME respondents said they were familiar with the GDPR, with a further 18% (200) answering that they were ‘a little’ familiar. Fifteen percent were not familiar with it at all. So overall, 85% had some familiarity with GDPR, regardless of whether they had customer data in a CRM or other database.
Taking just those SME respondents who said they had a CRM or database (see Q1), 84% (367) were familiar, with a further 11% a little familiar. Only 6% (25) were not familiar. This is positive news as it means that the majority of those who hold customer or prospect data are familiar with the regulations governing their storage of that data.
Of those who did not have a CRM or other customer database, 21% did not have some familiarity with GDPR.
Perhaps not surprisingly, the larger the company in turnover terms, generally the greater their familiarity with GDPR (<£1m = 56%, £2m-£4.9m = 77%, £15m-24.9m = 82%).
All industry groupings were more than 80% familiar, with services ranking most highly, followed by retail, construction and manufacturing.
Q4. Are you familiar with the GDPR?
80% of SMEs are aware that the GDPR requires data to be kept clean and accurate
80% (960) of all respondents were aware that GDPR requires data to be kept clean and accurate or be deleted, with 79% of SMEs being aware. This means that meaning that one-fifth (21%) of SMEs were not.
Again, the greater the company size (turnover) the greater the awareness, ranging from <£1m = 67%, £2m-£4.9m = 87% and £15m-24.9m+ = 92%. The same was true for company size, with 79% of companies up to 249 aware of this GDPR requirement, increasing to 83% in companies of 250+ employees.
From an industry sector point of view, hospitality (36%), transport (33%) and construction (31%) indicated they were the least aware, with financial, property and business services showing the greatest familiarity with this GDPR requirement.
Of those who said they had customer data in a CRM or other database, 93% (455) were aware that GDPR requires data to be kept clean, accurate or deleted.
Of the 312 SMEs who had a CRM or other database and were aware of the GDPR requirement, 75% (312) ran cleaning or updating processes, however 25% did not.
Q5. Are you aware that the GDPR requires data to be kept clean and accurate or be deleted?
What have we learned?
Irrespective of the format it is held in, centralising the data a company holds into some kind of CRM or database is important, because it makes the storage, management and upkeep so much easier and, as a result, any marketing processes so much more efficient and effective too.
It was also interesting to learn that a quarter (25%) of those with a CRM and/or other database do not run data cleaning or update processes on their data. Not only is there a legal requirement for those who have a database to keep it clean and updated, but it also makes good business sense: with two-fifths (42%) of the total SME respondents using the data they hold for direct mailing/marketing, having accurate, up-to-date customer and prospect data is key to avoid wasting time, money and effort sending out direct mail that will not reach its target.
And for the third (30%) who are carrying out direct mailing activities without a CRM or database, how are they managing their data? Another survey suggests that for organisations without a CRM tool, 87% are still relying on spreadsheets as the main tool to manage customer data but if data is the new oil , then we need to be taking much better care of it!
It was positive to see that awareness of the GDPR and the requirement to keep data clean and accurate (or else delete it) was so high amongst the UK’s SMEs, which would indicate that the GDPR has firmly embedded itself. And while the majority of SMEs (92%) with a CRM or other database were aware of the need to clean and update or delete their data, there are a proportion (25%) who remain behind the curve and who are still not running the necessary cleaning or updating processes required by GDPR, demonstrating that there’s still room for improvement.
For those who are keeping their data clean and up-to-date, it’s important to keep in mind that data should still be sourced from a reputable supplier so that compliance with the GDPR is maintained.
For more information on our suite of data quality products.
Or, to get in touch with our team here!
Recently, the concept of creating and managing a single customer view database has fallen out of fashion. However, a few things have happened recently that make having a single view of a customer as important today as it always was.
Over the last few years, the concept of creating and managing a single customer view database has fallen out of fashion. For many companies, these projects became massive enterprise-level beasts with spiralling costs. As such, the underlying reason as to why you would want to know which customers transact in multiple ways was lost.
However, a few things have happened recently that make having a single view of a customer, or prospect, as important today as it always was. And this will hopefully help those companies who see their single customer view as an old fashioned offline-only tool becoming central to their full multi-channel engagement.
First of all, there are more ways for a consumer to engage with your band than ever before – signing up to email lists, following on social media, browsing and not buying as well as all the ways to actually purchase from a brand. In general, this data does not get loaded into a single view of customer database (SCV), which means that there is a lot of very valuable data that is missing or not being used. However, all of this data is stored somewhere, and almost certainly doesn’t need to be copied and kept in a massive data lake. But knowing that it is the same person on the email list who recently bought from your brand is obviously very useful.
Secondly, with the new changes to cookie laws, it is going to be harder to use a consumer’s browsing history to deliver ads or offers. As such, what you know about them as an individual from the engagement they have with you becomes even more important. This is what is called first party data. At the same time, the permission to engage with an individual across any channel is absolutely vital. The SCV can be a very useful repository for holding not only transactional data but also ad hoc engagement data and permissions.
And last but not least, but definitely not last, we have the recent changes in law with GDPR, which means that if a consumer wants to know what information you hold about them, then companies must oblige and deliver back all the information you hold. At present this can be cumbersome for many organisations as the SCV holds a lot of the primary data but often doesn’t have any of the social or digital data. Therefore, a lot of work is needed locate the raw data in individual systems.
Building connections – real and virtual
One of the previous issues with building enterprise level database solutions for an SCV was the volume of data that had to be copied and held centrally. The prevailing wind today is that holding a copy of all data just doesn’t make sense. And with the increase of data in the digital world – pages visited, posts, likes, comments and so in – it could be massively cost prohibitive.
In general, what we want to know in the SCV is how people have engaged and where the detail is on that engagement. Having connectors in place makes that much easier. For example, if we have an email address on a mailing list, we can use that to prospect to them. As and when they purchase and we get a physical address we can then connect that email address to an individual household where we also have another customer email address. Ditto with other connectors like IP address or mobile number.
There are now many spine files combining these connectors that are commercially available to help create these connections.
Another key issue is how we determine an individual. Previously that would generally have been a name and address, then an email address and now an IP address or social handle. The truth is that all of this is true. We have to keep our perception of who a prospect or customer is relatively fluid. An IP address is a potential sale even before we connect it to an email address, who is in turn a customer even before we get a physical address to deliver a product.
As such the overall volume of prospects, enquirers, customers and suchlike will increase with the understanding that once the connections are made, the data associated with each will be rationalised. The raw data itself about the connection can reside in the host systems and be used on an ad hoc basis as and when needed.
Keeping data up-to-date – it’s the law
There are many different levels of understanding of what is required under GDPR in terms of keeping data up to date. This isn’t that surprising as most of the concentration to date has been on consent and ensuring that we have permission to contact the consumers we want to engage with.
However, we also have an obligation to keep the data we hold current and clean. And to archive or delete what is no longer needed. In some cases, this has not been considered, while in others it is seen as a lower priority.
However, in GDPR, the advice is very clear: Article 5 requires that personal data be kept clean and accurate (or be deleted!). As such, choosing a trusted location to hold the key information on your customers, optimise the quality of your data and maximise compliance is now business critical. Tackling GDPR compliance from an SCV point of view isn’t a luxury but a necessity. Keeping the data current, tracking permissions and consent and ensuring that SARs can be responded to quickly and accurately are all part of the new world of data management.
Use the data, don’t lose it
Another crime committed in the name of the SCV was building vast quantities of data into a database, and then doing not very much with it. This feels like the biggest crime of all.
Why hold information about your customers and then treat them all the same? Or know that you have an individual on your email list, who buys online yet send them competing offers via other channels or on social media? Sadly, this happens every day.
Building a single view of customer is not a technology solution, it is a mindset change. The companies who have succeeded in the use of data, for example Tesco and Sainsbury’s, have done so not just by investing in big database solutions (which they undoubtably have) but also by investing in campaign planners and data scientists to mine the data, make some judgements, test theories and operationalise the ones that work.
Again, this is as important today as it ever was, with an increased need to be structured and organised. Just like the data in your SCV.
For more information get in touch with our team at REaD Group here!
Why marketing needs a third summer of love!
The original Summer of Love took place in 1967, when hundreds of thousands of people embraced free love, community-based ideals, mind-expanding drugs and what we would now call prog rock. The epicentre was San Francisco’s neighbourhood of Haight-Ashbury but its impact was felt all over the world and it heralded a new era of free expression and respect for social norms. Of course, the counterpoint to all of this was punk, post-punk and the birth of the best music ever made but let’s not go into that here.
The second Summer of Love was 22 years later in 1989 when acid house inspired baggy music and baggy jeans, long nights of sweaty clubs and “illegal” raves, smiley faces, Ralgex, Lucozade and a desperate need to rehydrate. Of course, the counterpoint to that was Oasis, The Strokes, Meanswear and some of the dullest music every made but again, let’s not get into that.
As lockdown lifts…
It feels like we are well overdue another Summer of Love. With the end of lockdown and the opportunity to see friends, meet people, go to festivals, enjoy a drink or three, and just be happy, is it time for a third summer of love? It might be too late for me but I am convinced there is a generation of kids desperate to make this happen, and we have seen evidence of the start of this with huge gatherings in parks and a massive outpouring of relief that people can meet again.
Obviously, this is purely speculation and maybe it won’t happen as a social phenomenon but it should happen from a marketing point of view. We have just come through some of the toughest times as an industry. People have lost jobs, agencies have closed down, we have lost some of the biggest brands on the high street and others are really toiling.
However, there have been a few things that I have seen which gives me great hope that we can not only return to pre-pandemic spend levels but, maybe, supersede these.
Loyalty is key
First of all, loyalty has really come to the fore in the last year. I don’t mean gathering of points and air miles but real, genuine, love for brands, locations and people. I live near a small market town and the way that the community has rallied round the local businesses has been astounding. People have been visiting the town every day even with nothing open. Click and collect is thriving, the coffee shops are run off their feet with takeaways and there have been small markets popping up to sell local produce.
People are choosing the brands, stores and more that they want to see survive and are effectively paying to make sure that happens. I am sure we are not the only household to have bought stuff we don’t really need (clothes to wear for imaginary nights out for example) because we want to have the choice to buy from these places again in the future. Surely this is a sign of real love?
Secondly, the pandemic has forced a huge amount of innovation. For example, my friend who runs a small brewery had always planned to have a direct to consumer offering but had no need until last summer. Now we can buy direct from him (and we do, regularly) and drink his fine beer at home. Many smaller retailers have done the same. Granted, it was out of necessity but as a result, consumer choice has massively increased. We can spread our love, as it were.
Does this mean the death of the high street? I am not convinced. Clearly it will mean a rationalisation of the high street, but when you see the queues of people outside shops in recent days and weeks, you can see that physical shopping is a hobby for many people and that won’t change. But it does mean much more choice for the consumer and more variety in the ways that we engage with brands.
Engage with consumers where they are
Which brings me to my third reason for hope. Over the last year we have seen a rise in more traditional marketing techniques. For example, the ongoing decline in the use of direct mail has stopped and we saw a small increase in spend in 2020. That’s not a surprise as consumers were at home, some other media channels – such as outdoor and events – had had to stop, and it makes sense to speak to people where they are based.
What I do hope is that it makes marketers, and agencies, consider their audience and where to engage with them rather than just following a trend and the latest thing that is new and exciting. I have heard much more talk of customer journeys, audience segments, matching want and need, and multi-channel approach than in a long time. Marketers have always known that these principles are what should be followed but that didn’t stop massive amounts of money being spent on mass targeting through Facebook or Google because it was fashionable.
And, of course, as a data geek, I am always happy when customer knowledge is at the heart of decision-making.
When you combine all of these factors, from a marketing point of view we have a fascinating summer ahead. A summer where the loyalty that consumers have shown to the brands they have supported through all of this is rewarded; where brands and consumers can connect directly without the need of an intermediary; and where marketers focus on the people they want to have a relationship with, and embrace them while knowing more about who they are and what they are interested in. Quite possibly the recipe for a third summer of love perhaps?
To find the full article go to – Why marketing needs a third summer of love | CustomerThink