592-Birthday card.

ebroker allows you to send, in an automated way, a congratulatory communication to the client for his birthday. To do this, you must use the following data filters within the search catalog: Date of birth = @ MDM @ (That the date of birth has the same day and month as today without taking into account the year) Date of withdrawal = NULL (In this way we ensure that the client is not unsubscribed)

2021-09-24T15:53:41+02:00September 24, 2021|Tags: |

581 Process automation. RGPD documentation signature request.

ebroker, allows you to create an alarm in the client module to automate the sending of an email, with the content of a template defined by you, to all clients who, after the number of days you establish, have not signed the documentation of the RGPG. In this case, we will establish communication to clients who do not have the GDPR documentation signed 15 days after being registered. To do this, you must use the following data filters within the search catalog. Date of registration = @ H15D @ (The date of registration was 15 days ago) Date of withdrawal = null (In this way we ensure that it is not registered) Expressed consent RGPD = No

2021-06-25T13:41:24+02:0011 June, 2021|Tags: |

549 RGPD. Authorization and consent

ebroker allows you, from the "Management" section of the Clients module, to access the functionalities related to the authorization and consent processes for data processing. The module allows you to manage the language of the consent model, the origin of the data, the consent model associated with the client and the consented purposes.

2020-12-11T12:58:11+01:00October 9, 2020|Tags: , |
Go to top