Let us explain!
Frequently Asked Questions
about consent management
When is consent needed?
Consent is typically needed when an organization is collecting, using or disclosing personal information. This includes situations such as collecting consent information through a.o. a website, CRM or by telephone, used for sending information and marketing materials.In addition, many data privacy laws, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), require organizations to obtain explicit consent for certain types of data processing activities.
Do I need a consent management platform?
It depends on certain drivers:
- Is consent a legal ground in your privacy policy?
- The number of individuals your process personal data from and the number of changes per year (opt-in to opt-out vice versa)
- The sensivity of personal data you process
- The number of channels you use to collect consents
- The number of applications you use to process personal data
- The level of compliance in your industry required.
What should I pay attention to when choosing an enterprise consent management software?
Ask for our list that indicates a set of requirements which are important for pharmaceutical companies.
Do I need consent management for my website?
No, for a website you use a cookie banner. However, if you collect personal data e.g. via a webform on your website consent management is applicable when consent is a legal basis for processing personal data
How to choose the right CMP for your company?
Ask for our list that indicates a set of requirements which are important for pharmaceutical companies.
What is a double opt-in?
What is Double Opt-in?
Single opt-in requires users to provide their information and sign up to receive the company’s content emails. Hence, users are immediately added to the email marketing list. However, double opt-in, also known as confirmed opt-in, adds another verification step to this process. Users must first provide their information and click the signup button on the website. Once users click the signup button, they receive an email requiring them to reconfirm their subscription in a separate process. The user is added to the subscription list only after clicking the confirmation link in the email.
Double opt-in is an additional layer of legal security for marketers and business owners. It is a great way to show and prove users’ valid consent for receiving marketing emails. Double verification perfectly fulfills the unambiguous element of valid consent under the GDPR.
Which Countries Require Double Opt-in Consent?
Apart from Germany, double opt-in isn’t strictly required in any other European country, but it is considered a best-recommended practice in countries like Austria, Norway, Greece, Luxembourg, and Switzerland.
Is a consent management platform the same as a consent banner?
No. a platform is the system that orchestrates consent. A banner is for end users to give their consent preferences.
What are consent management solutions?
- A consent management solution automates, streamlines and integrates consent data across channels and applications.
Consent Management: Collects and manages opt-ins from HCPs for digital interactions.
Data Integration: Seamlessly connects with various channels and applications to streamline data processes.
Automation: Reduces manual labor, improves data quality, and broadens outreach.
Customization: Tailors communication to match the preferences of HCPs.
What is the consent management process?
A consent management process consists of the central capture/storage , collection, management and maintenance of opt-ins and opt-outs according to the (local) data protection rules. Please put effort in shaping a consent management strategy.
What is a consent management policy?
It is a document which states how a company processes personal data according to consent requirements following data protection rules
How does consented data help the rest of your tech stack level up?
Consented data can significantly enhance your tech stack by ensuring compliance, improving user trust, and enabling personalized experiences.
Compliance and Trust: By using consented data, your organization adheres to privacy regulations like GDPR or CCPA, reducing legal risks and building trust with users.
Personalization: Consented data allows you to deliver tailored experiences to users based on their preferences, leading to better engagement and satisfaction.
Integration: It bridges gaps between different systems in your tech stack, ensuring seamless data flow and real-time preference updates.
Efficiency: With consented data, you can optimize marketing campaigns and other operations, focusing only on users who have opted in
What privacy regulations does the CMP help you address and how?
Every privacy regulation should be subject to the consent management software. One requirement is that the software is highly configurable so it can be tailored to specifics.
Will I comply with privacy regulations if I install a consent management platform?
One of the basics of such a solution is that you configure it based on your privacy policy and local legal and business rules.
Frequently Asked Questions
about digital pharma marketing
What kind of digital marketing strategy for pharmaceutical companies are there?
Pharmaceutical companies can use digital marketing strategies to reach and engage with healthcare professionals and patients. One key strategy is to create and maintain a strong online presence through a company website and social media channels. This can include providing detailed information about products and services, as well as educational content and resources for healthcare professionals and patients. Companies can also use digital advertising, such as pay-per-click ads and sponsored content, to reach targeted audiences and drive traffic to their website. Additionally, pharmaceutical companies can use email marketing to keep healthcare professionals and patients informed about new products, clinical trials and other relevant information.
What does digital marketing do?
Digital marketing is the use of digital channels, such as the internet, social media, email, and mobile apps, to promote products or services. The goal of digital marketing is to reach and engage with a target audience in order to drive sales or other desired actions. Digital marketing also includes analytics and tracking to measure the effectiveness of campaigns and optimize performance. It is a broad concept that encompasses various techniques and methodologies to promote a product or service through digital channels.
What about digital pharma marketing?
Digital pharma marketing refers to the use of digital channels and strategies to promote pharmaceutical products and services to healthcare professionals and patients. This can include tactics such as creating a website, developing and distributing educational content, launching email campaigns, running pay-per-click ads, using social media platforms and leveraging influencer marketing. Additionally, pharma companies may use mobile-friendly materials such as videos and infographics to appeal to healthcare professionals and patients. These strategies aim to increase brand awareness, educate on the benefits of drugs or medical devices and ultimately drive sales or prescriptions. It is a specialized field of digital marketing that focuses on the pharmaceutical industry.
What is a pharmaceutical marketing strategy?
A pharmaceutical marketing strategy is a plan that outlines how a company will promote its products and services to healthcare professionals and patients. It typically includes goals, target audiences and a mix of tactics and channels to be used to reach those audiences. The objectives of a pharmaceutical marketing strategy may include increasing brand awareness, educating healthcare professionals and patients on the benefits of a product and ultimately driving sales or prescriptions. The target audiences for a pharmaceutical marketing strategy may include healthcare professionals such as doctors, nurses and pharmacists, as well as patients, who may be prescribed the product.
Frequently Asked Questions
about consent collection
What is HCP consent collection?
HCP consent collection is the process by which pharmaceutical and life sciences companies obtain explicit, documented permission from healthcare professionals such as doctors, pharmacists, and nurses before contacting them with promotional, medical, or educational communications. Under GDPR and ePrivacy regulations, this permission must be freely given, specific, informed, and unambiguous. Without a valid consent record, pharma companies cannot legally send digital communications to HCPs in Europe.
What is real-time consented data capture?
Real-time consented data capture means that every opt-in or opt-out from an HCP is immediately recorded and automatically synchronized across all connected systems including CRM platforms like Veeva and OCE, email platforms, and digital channels. Rather than manually updating consent records after the fact, changes are processed instantly the moment an HCP gives, updates, or withdraws their consent. The result is that your entire team always works from accurate, up-to-date, and compliant HCP data with no manual effort and no risk of acting on outdated consent.
How do you collect consent?
Consent can be collected in many ways. A representative of the company can ask for consent during a visit or a meeting, an HCP can fill in a webform, consent can be obtained during a phone call, etc. Regardless of the channel used, it is important that the consent process is thorough, respectful, non-coercive and compliant with relevant regulations and standards.
These can be various channels such as the field force, digital channels such as socials media, websites, congresses, webinars but also paper letters. Most important is that you gain prior consent before you can use it in line of the purposes of consent.
Can you manage consent?
Consent management is typically done by organizations who collect and use personal information. They can use tools such as consent management platforms (CMPs) to help obtain and manage consent from individuals, comply with data privacy regulations and provide detailed information about data collection practices. It is important that the organization has a clear understanding of their legal obligations under data privacy regulations and that they have appropriate processes in place to obtain and manage consent in compliance with those regulations.
What is the urgency for a consent management solution in pharma?
Implementing a consent management solution is crucial for pharma and life sciences companies for several reasons:
- Regulatory Compliance: With stringent regulations like GDPR and CCPA, companies must ensure they have explicit consent from healthcare professionals (HCPs) before processing their data. Non-compliance can result in hefty fines and damage to the company’s reputation.
- Trust and Transparency: Building trust with HCPs is essential. A consent management solution ensures that HCPs have control over their data and how it is used, fostering a transparent relationship.
- Efficient Communication: Consent management solutions streamline the process of obtaining and managing consents, allowing companies to communicate more effectively with HCPs through preferred channels.
- Data Security: Protecting sensitive data is paramount. A robust consent management system ensures that data is securely stored and managed, reducing the risk of data breaches.
- Personalized Engagement: By understanding HCPs’ preferences and obtaining their consent, companies can deliver more personalized and relevant content, enhancing engagement and satisfaction.
- Operational Efficiency: Automating consent management reduces manual processes, saving time and resources while ensuring accuracy and compliance.
These factors highlight the urgency for pharma and life sciences companies to implement a consent management solution to maintain compliance, build trust, and improve overall communication with healthcare professionals.
What is consent to collect data?
It is the explicit permission of the owner of the individual data to use the personal data for certain purposes such as promotional communication
Typical requirements:
Freely Given: Consent must be given voluntarily, without any pressure or coercion. For example, users should not be disadvantaged if they choose not to give consent.
Informed: Individuals must be fully informed about the identity of the organization, the purpose of data processing, the type of data collected, and their right to withdraw consent. This information must be presented in clear and accessible language.
Specific: Consent must be specific to the purpose of data processing. If data is processed for multiple purposes, consent must be obtained for each one separately.
Unambiguous: Consent must be given through a clear affirmative action, such as ticking a box or clicking a button. Pre-checked boxes or implied consent are not allowed.
Are you ready to navigate the landscape of consent collection with confidence?
Consent management can seem like a big hassle and additional work that can be alleviated if there’s no consent management platform in place and the consent management process is just ignored, right?
Yes,
The solution benefits for you:
HCP Consent auditability: All Healthcare Professional (HCP) opt-ins and opt-outs are automatically captured and verified in accordance with (local) data protection regulations related to consent. You do not need to rely solely on just checkboxes in other systems, such as CRM.
High scalability: Consent can now be easily collected using digital consent forms, which significantly reduces your reliance on sales representatives in the consent management process and enhances your outreach through digital channels.
Seamless connectivity: The process of consolidating and synchronizing HCP consent data between systems is now automated, minimizing manual input and reducing the potential for errors.
Improved data quality: Consent data is now always up to date, as it is stored in a central repository where incoming and outgoing consents are checked for duplicates. This ensures that each HCP record is accurate and up to date, minimizing it to one correct entry.
Designing an omni-channel consent collection campaign?
Drivers for these campaigns are knowing where your customer is, defining the channels where the customers resides to capture and collect optins, making appealing content to optin, designing easy consent forms that are compliant with data protection rules, having a central repository where all mutations are captured right, complete and timely.
What is considered “personal data”?
Personal data, as defined under laws like GDPR, refers to any information that can directly or indirectly identify a living individual. This includes:
- Direct Identifiers: Obvious information such as name, email address, phone number, or social security number.
- Indirect Identifiers: Information that, when combined, could identify someone, like IP addresses, location data, or cookie identifiers.
- Special Category Data: More sensitive information, such as health records, religious beliefs, political opinions, or genetic data.
Essentially, if a piece of data can identify a person, it’s considered personal data. Proper handling of such data is crucial for maintaining privacy and compliance with regulations.
Frequently Asked Questions
about GDPR Europe
What are requirements for consent in GDPR?
Under the General Data Protection Regulation (GDPR), consent refers to any freely given, specific, informed, and unambiguous indication of the data subject’s wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her.
For consent to be valid under the GDPR, it must meet several requirements:
- 1. Freely given: Consent must be voluntarily given and must not be obtained through coercion or deception.
- 2. Specific: Consent must be given for a specific purpose and must cover all processing activities for which the data will be used.
- 3. Informed: Individuals must be adequately informed about the processing of their personal data, including the purpose, the identity of the controller, and their rights.
- 4. Unambiguous: Consent must be clear and unambiguous, and must not be hidden in long terms and conditions or other legal agreements.
- 5. Easy opt-out: consent must be as easy withdrawn as it was obtained.
Organizations must be able to demonstrate that they have obtained valid consent from individuals, and must be able to show what information was provided to individuals at the time of obtaining consent. Consent can be withdrawn at any time, and organizations must provide a simple mechanism for individuals to withdraw their consent.
What are GDPR regulations?
The General Data Protection Regulation (GDPR) is a regulation of the European Union that sets out the rights of individuals regarding their personal data and the responsibilities of organizations that process this data. The key provisions of the GDPR include:
- 1. The right to be informed about data collection and use.
- 2. The right of access to personal data.
- 3. The right to rectify inaccurate or incomplete data.
- 4. The right to erasure in certain circumstances.
- 5. The right to restrict processing.
- 6. The right to data portability.
- 7. The right to object to data processing.
Organizations that process personal data of individuals in the EU must comply with the GDPR and can face significant fines for non-compliance.
Can GDPR data be stored in the US?
Yes, GDPR data can be stored in the US, but it must comply with strict regulations to ensure the protection of personal data. The European Commission has adopted the EU-US Data Privacy Framework (DPF), which allows data transfers to US organizations that are certified under this framework.
What are the rights of data subjects under GDPR?
- The right to be informed about data collection and use.
- The right of access to personal data.
- The right to rectify inaccurate or incomplete data.
- The right to erasure in certain circumstances.
- The right to restrict processing.
- The right to data portability.
- The right to object to data processing.
Every individual or data subject can make a request to a data controller or processor seeking access to their personal data. This right is called A Data Subject Access Request (DSAR) and it is a right granted under data protection laws such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Are GDPR rules changing?
GDPR rules can change overtime due to changes in the principles and or changes in local deployment.
How does GDPR affects US companies?
The General Data Protection Regulation (GDPR) has a significant impact on US companies, especially those that handle personal data of individuals in the European Union (EU). Even if a US company doesn’t have a physical presence in the EU, it must comply with GDPR if it processes personal data of EU residents.
WHAT are the activities that require consent?
Under the GDPR, consent must meet several strict requirements to be valid:
• 1. **Freely Given**: Consent must be provided voluntarily, without coercion or undue pressure. For example, employees should not feel obligated to consent due to power dynamics with their employer.
• 2. **Informed**: Individuals must be fully aware of the identity of the organization collecting their data, the purpose of the data processing, and their rights, such as the ability to withdraw consent.
• 3. **Specific**: Consent must be tied to a specific purpose. If data is processed for multiple purposes, separate consent must be obtained for each.
• 4. **Unambiguous**: Consent must be given through a clear affirmative action, such as ticking a box or signing a document. Pre-checked boxes or implied consent are not valid.
• 5. **Verifiable**: Organizations must be able to demonstrate that valid consent was obtained.
• These requirements ensure that individuals have control over their personal data and that organizations handle it responsibly. Let me know if you’d like to explore any of these aspects further!
How does OptInsight takes GDPR differences into account on local level?
Each country has its local interpretations of the GDPR and other data protection codes. E.g., for promotional communication (marketing) a double opt-in is required in Germany. In other EU countries it is not required.
Our solution is easy configurable per country.
Other
Frequently Asked Questions
What is a SaaS platform?
Software-as-a-Service (SaaS) is a model in which software applications are delivered via the internet, as a service. OptInsight also offers a SaaS solution.
At OptInsight, users have a subscription to access our solution, making our SaaS ideal for supporting pharma companies to enable GDPR proof communication with health care professionals, through the various marketing channels.
What is an audit trail?
Audit trails are a regulatory requirement in the pharmaceutical industry, e.g. for GDPR consent. The audit trail shows on record level all the proof that is required to compliant with the rules of GDPR consent. It also helps in recovering lost data. Audit trails ensure the integrity and security of customer records.
What is opt-in ratio?
The opt-in ratio is the measurement which indicates the effectiveness of collecting & maintaining consent. Normally it is outcome of the number of consents divided by the number of customer records in your target group. Example: you have 678 opt-ins of a target group which is 1000 people. The ratio is around 68%
What are the requirements for recording consent (opt-in)?
GDPR consent accountability implies obligation to prove
- Clear affirmative action of HCP
- Consent is freely given by HCP
- Specific, clear purpose of using the data
- Unambiguous
- Can easily be withdrawn (opt-out)
How does OptInsight takes GDPR differences into account on local level?
Each country has its local interpretations of the GDPR and other data protection codes. E.g., for promotional communication (marketing) a double opt-in is required in Germany. In other EU countries it is not required.
Our solution is easy configurable per country
What is a tenant structure in a Saas platform such as the OptInsight consent management solution?
As you might know, our solution is built upon a SaaS-based model, where a cloud provider hosts the application and makes it available to end users over the internet. The tenant structure forms the foundation of our SaaS environment, offering several key benefits that align with your business requirements and data protection regulations.
Firstly, a tenant structure allows you to apply local business and data protection rules with ease and compliant. Each tenant represents a distinct customer (e.g country), ensuring that you can tailor the solution to adhere to specific regional regulations and requirements.
This flexibility is particularly crucial in scenarios where different countries have varying rules. For example, the double opt-in regulation in Germany may not be applicable to other countries like France, Italy, or Benelux. By utilizing separate tenants, you can apply the necessary rules only to the respective countries, enhancing consent conversion rates and streamlining processes for both you and the healthcare professionals (HCPs) involved.
e.g. in the UK, there is a local legal ruling regarding the expiration of opt-ins. With a tenant structure, you have the freedom to implement specific business rules, such as requiring HCP approval for digital activity registration. This level of customization ensures compliance with local regulations while maintaining operational flexibility.
Moreover, certain countries within the EU have stricter requirements for processing activities related to consent, such as promotional communication, medical communication, and profiling. By adopting a multi-tenant architecture, you can apply these specific requirements on a per-country basis, avoiding the need to enforce them globally. This approach allows for greater granularity and avoids unnecessary complexities.
Another advantage of the multi-tenant structure is the ability to customize consent confirmations. When acquiring an opt-in from an HCP, it is crucial to send the confirmation in the local language. With separate tenants configured for each country, you can easily ensure that the consent confirmations are sent in the appropriate language. This avoids confusion and improves communication with HCPs, especially when dealing with data that may not include explicit country codes.
A general rule under GDPR is that only employees that need the personal data for their activities, should have access to that data. From that perspective it could be difficult to argue that the commercial employee in one country, should have access to the personal data of another business unit in another country. In addition to that, some countries are quite protective with respect to the personal data companies are processing, this could mean that in these countries it is not allowed to share access to personal data with employees from business units in other countries.
With all our current customers, a tenant is build-up in line with local regulations, local business rules and local languages. This makes our system easy to use and compliant. Combining these variety in rules, leads to become the configuration and maintenance, including the access management system, to an unnecessarily complex system.
Furthermore, the multi-tenant architecture allows for efficient management of settings and access rights at different levels, including country/market, business unit, and more. This granularity enables better control and streamlined operations, facilitating the work of local personnel who handle multi-country databases of contacts and consents.
Considering these factors, we always apply different tenants within our solution. Doing so will reduce complexity, increase ease of use, and enable compliance with local regulations without burdening your processes with unnecessary steps.
Can't you just manage consent in CRM?
a CRM is not a system to manage consent across channels. A CRM (like Veeva, OCE, salesforce) lacks a detailed audit trail, the possibilities to differentiate consent and to automatically collect and record opt-ins and opt-outs.
A crm is one of the channels (mainly sales rep) to collect consent, therefore the connection between CRM and a consent management solution is crucial. Moreover, a consent management solution can enrich a CRM in terms of data.
Why is it important to improve Data Quality?
If you want to engage with HCPs with the right message to the right HCP you have to be able to rely on up to date data. Data that is up to date can cause engagement and compliance issues.
Interested in learning more about how Veeva can help?
Veeva is a cloud-based software company that specializes in providing solutions for the life sciences industry, including pharmaceuticals and biotechnology. Its tools are designed to help companies manage data, ensure compliance, and improve operational efficiency.
Veeva Vault: A content management system for handling documents and data, from research documentation to marketing materials.
Veeva CRM: A customer relationship management system tailored to the needs of the pharmaceutical sector, optimizing interactions with healthcare professionals.
Veeva Network: A platform for managing relationships and contacts with healthcare professionals and institutions
Frequently Asked Questions
about Omnichannel
What does omnichannel mean in pharma?
In the pharmaceutical industry, “omnichannel” refers to a strategy that integrates multiple communication and interaction channels to create a seamless and unified experience for healthcare professionals (HCPs), patients, and other stakeholders
But why is omnichannel marketing important in pharma, and why are we discussing it?
HCPs are getting younger and in general they are using more digital channels to search for information instead of having a chat with a salesrep. The impact of this that is requires a different commercial model to create reach and relevancy under HCPs.
What is Hcp consent?
The explicit permission of an HCP allowing you as a pharmaceutical company to use personal data for certain purposes such as promotional or medical communication
What does HCP stand for?
Healthcare Professional
Opt-In: How to manage consent in an Omnichannel Environment?
Managing consent in an omni-channel Environment requires a single source of truth where the latest status of consent (opt-in and opt-out) are captured and managed according to the (local) data protection requirements. Features as comprehensive audit-trails, being able to define legal grounds for processing personal data for different purposes are example of a consent management solutions which should be connected with other systems such as CRM and marketing automation tools.
What about omnichannel vs multichannel?
Multichannel: This strategy involves using multiple channels (e.g., physical stores, websites, social media) to interact with customers. However, these channels often operate independently, meaning the customer experience can vary from one channel to another. For example, a customer might not be able to return an online purchase in a physical store.
Omnichannel: This approach takes multichannel a step further by integrating all channels to provide a seamless and consistent customer experience. Regardless of whether a customer interacts via a mobile app, website, or physical store, the experience feels unified and connected. For instance, a customer could start a purchase online and complete it in-store without any hiccups.
