We want to be clear with you about how we use your data, so in this section we talk about the general categories of personal data that we may process and, in the case of personal data that we did not obtain directly from you, we’ll tell you where we got your data and the purposes for which we may process your data; finally, and very importantly, we’ll explain the legal bases of the processing which applies to us and you.
The General Categories of Personal Data That We May Process:
In addition to the specific purposes for which we may process your personal data set out in this Section, we may also process any of your personal data where such processing is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person.
You have the right to receive your personal data from us in a structured, commonly used and machine-readable format. However, this right does not apply where it would adversely affect the rights and freedoms of others.
These terms and conditions apply between you, the User of this Website (including any sub-domains, unless expressly excluded by their own terms and conditions), and Prospect Global Ltd., the owner and operator of this Website. Please read these terms and conditions carefully, as they affect your legal rights. Your agreement to comply with and be bound by these terms and conditions is deemed to occur upon your first use of the Website. If you do not agree to be bound by these terms and conditions, you should stop using the Website immediately.
In these terms and conditions, User or Users means any third party that accesses the Website and is not either (i) employed by Prospect Global Ltd. and acting in the course of their employment or (ii) engaged as a consultant or otherwise providing services to Prospect Global Ltd. and accessing the Website in connection with the provision of such services.
You must be at least 18 years of age to use this Website. By using the Website and agreeing to these terms and conditions, you represent and warrant that you are at least 18 years of age.
Prospect Global Ltd. is a company incorporated in England and Wales with registered number 09648733 whose registered address is 33 Wrotham Road,, Borough Green,, Borough Green, Sevenoaks,, Kent, TN15 8DD and it operates the website https://sopro.io/ . The registered VAT number is GB234026052.
You can contact Prospect Global Ltd. by email on ryan@sopro.io.
This statement sets out the operating procedures Sopro undertakes to ensure GDPR best practice is observed to the greatest extent possible, at all times.
The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection, storage, and processing of personal information from individuals who live in the European Union (EU).
The Information Commissioner’s Office is the UK regulator dealing with the Data Protection Act 2018 and the General Data Protection Regulation and the Privacy and Electronic Communications (EC Directive) Regulations 2003 across the UK.
The ICO are like the data protection police and we need to make sure we always keep on their good side. Our determination to be 100% GDPR and PECR compliance will do exactly that!
It is important to take GDPR compliance very seriously, since the penalties for non-compliance are punitive and designed to be painful. You definitely don’t want to be on the receiving end of an ICO investigation or enforcement notice!
In addition to appointing a compliance officer to oversee our adherence to the rules, Sopro have engaged 3rd party compliance expertise to audit and advise on best practice. This investment enables us to assure clients that GDPR best practices are strictly observed wherever possible, at all times.
To put this in the language of GDPR and the ICO:
Let’s look at this carefully. Sopro’s services are designed and offered solely to help businesses promote to other businesses. I.e. B2B marketing only. In which case PECR allows email marketing provided material is relevant and we and allow the recipient to opt-out of future emails. In this respect Sopro is naturally compliant. Now for GDPR, GDPR always applies and actually applies to all aspects of collection, storage, and processing of data. Sopro has been designed to be compliant and has established technical and operational systems to make sure this is the case. For example, before launching new client activity, Sopro conducts an in-depth assessment to establish if the product or service, combined with the proposed targeting, meets the criteria for GDPR and PECR compliant business to business (B2B) marketing. A key part of this assessment is called the Legitimate Interest Assessment (LIA), we have completed a LIA for us and also a standard LIA for each of our clients. We have also created a standard Privacy Policy update for client use as needed, this includes all the relevant clauses you need plus references to Sopro to make everything clear to the data subject – just let us know if you need a copy of any of these.
If Sopro determines that your planned B2B prospecting activity does not meet the criteria for Legitimate Interests within the scope of GDPR or if your approach would breach some other part of the regulations [including PECR] then we cannot support the activity within any regions subject to GDPR.
In the context of our Services, Legitimate Interest is the relevant lawful basis for processing as defined in GDPR. GDPR sets out a number of permissible circumstances (or categories) under which Personally Identifiable Information (PII) can be stored and processed, the most appropriate category in the case of most B2B marketing is Legitimate Interests. This link explains the Legitimate Interests basis for storing and processing PII: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/legitimate-interests/ To ensure client activity falls into this category, prior to engaging, we will carry out a full Legitimate Interests Assessment (LIA) with each new client. Essentially the LIA is a questionnaire containing a series of questions about your scenario. There are 3 areas that need to be satisfied for Legitimate Interests to be used as a basis for processing PII:
If Sopro determines that your planned B2B prospecting activity does not meet the criteria for Legitimate Interests within the scope of GDPR or if your approach would breach some other part of the regulations [including PECR] then we cannot support the activity within any regions subject to GDPR.
Whilst GDPR controls the storage and processing of personal data in the UK, sending messages is regulated under the Privacy and Electronic communications Regulations (PECR). This is very clear as to the requirements on business communication: “You can email or text any corporate body (a company, Scottish partnership, limited liability partnership or government body). However, it is good practice – and good business sense – to keep a ‘do not email or text’ list of any businesses that object or opt out and screen any new marketing lists against that.” https://ico.org.uk/for-organisations/guide-to-pecr/electronic-and-telephone-marketing/electronic-mail-marketing/
All Sopro employees undergo GDPR, PECR and general compliance training, this covers the GDPR rule set in detail, the relevance and impact of those rules on Sopro and our clients, and the steps we take to ensure best practice is observed at all times. We also make clear the consequences (I.e. penalties) associated with failure to meet the strict GDPR standards.
Whilst Sopro continues to take extensive measures to ensure best practice with respect to GDPR and PECR across all client activity, clients should take note that responsibility for compliance vests (in different forms) with each party. Sopro cannot be abreast of the constantly evolving regulatory frameworks in all countries at all times, as such it is important that you, as the client, have knowledge of your local regulatory climate and ensure your business operates within the relevant regulatory frameworks.
Sopro has worked hard to develop a compliant platform providing innovative marketing services and technology for our clients and at all times respecting the rights of the data subjects whose information we collect. Compliance is now part of what we do and ongoing due-diligence is just part of how we operate. Compliance is central to our identity as a business.
This statement sets out the operating procedures Sopro undertakes to ensure CAN-SPAM and CCPA best practice is observed to the greatest extent possible, at all times.
In place since 2003, the primary regulation governing B2B sales in the US is the Controlling the Assault of Non-Solicited Pornography And Marketing Act of 2003 (CAN-SPAM). As email marketing started to gain momentum in the early noughties, this act was introduced to keep things in check. Read the rules of CAN-SPAM.
The California Consumer Privacy Act (CCPA) was introduced in 2020, and only applies if you’re sending sales emails to contacts within California. It gives Californians the right to know exactly what personal data companies are collecting about them.
Under the CCPA, Californians are able to access – and request the deletion of – any personal data that companies have collected on them.
The CCPA applies if you meet the following requirements:
Under CCPA, Californian recipients have the right to request:
In addition to appointing a compliance officer to oversee our adherence to the rules, Sopro has engaged 3rd party compliance expertise to audit and advise on best practice. This investment enables us to assure clients that CAN-SPAM and CCPA best practices are strictly observed wherever possible, at all times.
When it comes to CAN-SPAM and the CCPA, we’re joint controllers. Even though we’re working for you as a service provider, it’s important to recognise that we’re both responsible for: deciding who to target, what data to collect, and how that data is collected, processed, and stored.
We’ve also incorporated a comprehensive Data Sharing Agreement within Sopro’s standard Terms of Service - just to make everything easier. This agreement sets out how we work together as Joint Controllers and how we support each other if we ever receive a data request.
This decision is fundamental to how we operate, so please ask if you have any questions!
Of course! Compliance is built into everything we do at Sopro - our business wouldn’t be able to operate without it.
Sopro’s services are designed and offered solely to help businesses promote to other businesses (i.e. B2B marketing only). We ensure that the email marketing provided material is relevant and allow the recipient to opt out of future emails. Sopro has also established technical and operational systems to ensure all aspects of data collection, storage, and processing are compliant.
Before launching new client activity, we conduct an in-depth assessment to establish if the product or service, combined with the proposed targeting, meets the criteria for compliant business to business (B2B) marketing. A key part of this assessment is called the Legitimate Interest Assessment (LIA). We also have a standard privacy policy update for clients to use as needed, which includes all the relevant clauses plus references to Sopro to make everything clear to the data subject. Just let us know if you need a copy of any of these.
Privacy Policy – All messages sent will contain a link to a privacy policy that explains to the user exactly what their rights are as well as the type of data that is held about them and by who. Sopro will provide a template privacy policy or review your existing one to ensure it meets the required standard. Here’s a link to our privacy policy: https://sopro.io/privacy-policy/. This standard privacy link would typically be contained in the email signature of any outbound messaging, in the case of messaging as part of client campaign activity, the privacy link will be that of our client’s own privacy policy.
Opting out and exclusion lists – All recipients are able to opt out easily to prevent further email communication being received. All replies to prospecting emails are logged and those prospects are added to your campaign exclusion list within 24 hours. Sopro allows import of existing exclusion lists in advance of campaign activity. Exclusions can be submitted in the form of individual email addresses or full domains and will prevent communications being issued to those email addresses or domains listed.
Subject access requests (SAR) – All individuals have the right to request a copy of all data you hold on them. To support this data subjects can email any SAR requests to dpo@sopro.io and we will return this data within 72 hours.
Right to be forgotten – All individuals have the right to have some or all of their data removed (to be ‘forgotten’) at any time. A conflict does arise in removing or forgetting an email address whilst at the same time keeping this address on an exclusion list to prevent future mailings. Where we have removed data, we will move the email address to a separate exclusion list, encrypted using a one-way hashing algorithm (SHA1), ensuring we are able to prevent any future messages being sent to the customer whilst continuing to honour their right to be forgotten.
All Sopro employees undergo both general and region-specific compliance training, this covers the CAN-SPAM and CCPA rule set in detail, the relevance and impact of those rules on Sopro and our clients, and the steps we take to ensure best practice is observed at all times. We also make clear the consequences (i.e. penalties) associated with failure to meet the strict standards.
Whilst Sopro continues to take extensive measures to ensure best practice with respect to CAN-SPAM and CCPA across all client activity, clients should take note that responsibility for compliance rests (in different forms) with each party. Sopro cannot be abreast of the constantly evolving regulatory frameworks in all countries at all times, as such it is important that you, as the client, have knowledge of your local regulatory climate and ensure your business operates within the relevant regulatory frameworks.
Sopro has worked hard to develop a compliant platform providing innovative marketing services and technology for our clients and at all times respecting the rights of the data subjects whose information we collect. Compliance is part of what we do and ongoing due diligence is core to how we operate.
Compliance can be an intimidating subject for any business. At Sopro, we’ve had to become experts, so you don’t have to worry. You can find a detailed FAQ below, but I wanted to highlight some of the key points first.
GDPR clarifies that processing personally identifiable data is fine on several grounds, including for marketing purposes, under legitimate interests.
Consent to send email is also not required for UK B2B marketing communications, which is legislated under the UK’s PECR B2B exemption. This is different for B2C companies, but that is not new.
The other GDPR compliance points are a bit more labour intensive to manage such as data storage, data security, additional policies and implementing Right to be Forgotten and Subject Access requests, as well as the usual unsubscribe lists.
We might not be solicitors (and I should clarify this post definitely doesn’t constitute legal advice), but you are in safe hands with Sopro. We are more than happy to jump on a call with your compliance team if useful.”
– Ryan Welmans
The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection, storage, and processing of personal information from individuals who live in the European Union (EU).
The Information Commissioner’s Office is the UK regulator dealing with the Data Protection Act 2018 and the General Data Protection Regulation and the Privacy and Electronic Communications (EC Directive) Regulations 2003 across the UK.
The ICO are like the data protection police and we need to make sure we always keep on their good side.
It is important to take GDPR compliance very seriously, since the penalties for non-compliance are punitive and designed to be painful. You definitely don’t want to be on the receiving end of an ICO investigation or enforcement notice.
We only offer 100% compliant GDPR and PECR Prospecting.
Most marketing formats have evolved to rely heavily on the use of customer data. GDPR is a rule set governing the circumstances and manner in which data can be processed legally. It also introduces some scary consequences for falling foul of the law. GDPR also sets out the framework for which types of data are considered Private and should be treated as such. The GDPR-savvy phrase used to describe private data is Personally Identifiable Information (PII).
Most businesses are surprised by the amount of PII stored within their systems, often without any specific intent or purpose.
The aim of GDPR is to provide data protection guidelines for companies that collect, store, or process personal data, this is of course almost every company. From an email outreach perspective, GDPR and PECR guidelines oblige businesses to ensure marketing emails are directed to the individuals who are likely to find the content useful and relevant in their working capacity within the target business. That is ultimately the test for designating each communication as B2B in nature, and as such qualifying for the PECR B2B exemption. On that basis we ensure that:
It’s true to say that GDPR is complicated and that when you add in PECR requirements the situation can be confusing. However, we understand that both GDPR and PECR apply and we take our obligations very seriously.
Our innovative prospecting approach is inherently GDPR and PECR compliant. We only target business customers with carefully crafted communication and ensure we meet PECR consent and opt-out requirements.
We acknowledge our GDPR responsibility and ensure we meet our obligations throughout the process and help our clients understand and meet their obligations.
Post GDPR, we’ve noticed that some prospects mistakenly believe that email marketing became largely illegal after May 25th, 2018.
It didn’t. Why are we so sure?
Because our legal and tech teams worked really hard to ensure that we meet the regulations’ various guidelines on data protection, relevance, targeting, etc. It wasn’t easy. In fact, it took months of effort before May 2018 for us to say with total confidence that every Sopro campaign is (and always will) be 100% GDPR compliant.
There are hundreds of technical and operational changes that we have had to make to ensure compliance. We’ve read the regulations, received legal advice and training, nominated a Data Protection Officer who has led our GDPR mission, adapted our Terms of Service and Privacy Policy, improved our database functionality and worked with our suppliers and clients in order to ensure every aspect of our operation is 100% GDPR compliant.
Yes. GDPR does not replace PECR – although it has amended the definition of consent. You need to comply with both GDPR and PECR for your business-to-business marketing.
The EU is in the process of replacing the current e-privacy law with a new ePrivacy Regulation (ePR). However, the new ePR is yet to be agreed. The existing PECR rules continue to apply (with the new definition of consent) until the new ePR is finalised.
It is recommended that businesses appoint a Data Protection Officer to oversee adherence to the rules for certain types of processing however it is not a legal requirement.
At a minimum, you should have nominated an individual able to act as your compliance officer on an immediate basis when needed. That person can be employed directly (i.e. perhaps a CTO or managing director) or employed through a compliance support service.
If you are a business conducting in-house marketing activity to help sell a product or service, then you are the data controller with respect to the data associated with that campaign. (Article 24)
If you are a provider (business entity or freelance) of marketing services, employed to help a business sell a product or service, then the client is the data controller and you are more than likely employed as the processor. (Article 28)
In this case, due to our ability to work to your exact requirements, target exactly the type of customers you are looking for with emails that look exactly like you sent them, we have determined that we are acting as Joint Controllers with you, as defined in GDPR.
We work in partnership with our clients to ensure that every campaign delivers the best possible results. We jointly determine how data is to be collected, stored, and processes and as such become joint controllers.
Don’t worry – this is not too bad. We have produced a comprehensive Data Sharing Agreement to help us define exactly what this means.
With respect to data protection laws, B2B marketing campaigns are perfectly legal when conducted in a compliant manner and we recognise that both GDPR and PECR apply.
GDPR defines just six lawful basis on which you can process personal data. Our primary lawful basis is ‘legitimate interest’. We have completed a full-blown Data Protection Impact Assessment to ensure our approach meets GDPR requirements in full.
To ensure that your marketing is conducted in accordance with all relevant regulatory frameworks we recommend you conduct your own assessments and of course complete your own GDPR preparations.
Just in case you need help with this we’ve prepared a Legitimate Interest Assessment (LIA) which can be undertaken on your behalf.
Not necessarily. GDPR is concerned with how we collect, store and process personal data.
Under GDPR, Consent is one lawful basis for processing personal data, but there are alternatives. In particular, you may be able to rely on ‘legitimate interests’ to justify collecting, storing, and processing personal data.
When it comes to using data for marketing purposes and questions of consent, the relevant framework is actually PECR.
Regulations covering B2B marketing communications are generally speaking – less strict under PECR and consent is not required in B2B scenarios. You need to be careful about who you target and the type of messages you send but that’s where we come in, our approach is 100% GDPR AND PECR compliant.
For more info on the relevant regulations, here is a link to the UK ICO’s Guide to PECR, detailing when you need consent for electronic marketing among other topics: https://ico.org.uk/for-organisations/guide-to-pecr/electronic-and-telephone-marketing/
GDPR heavily regulates the storage and processing of Personally Identifiable Information (PII).
You should map your business systems to determine the data fields you store and categorise these in terms of their GDPR status.
Generally speaking, company information is not considered PII and can be stored and processed freely, as needed. This means you do not need to obtain consent to store a database of target companies.
PII may include fields such as prospect name, email, phone number, job titles and social profile URLs.
GDPR sets out a number of permissible circumstances under which PII can be processed, the most appropriate category in this case is Legitimate Interest although other categories may apply.
This link explains the Legitimate Interests basis for processing PII: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/legitimate-interests/
To ensure marketing activity falls into this category, prior to commencing, you should carry out a full Legitimate Interests Assessment (LIA) for any marketing campaign you intend to run.
If you determine that your planned B2B prospecting activity does not meet the criteria for Legitimate Interests within the scope of GDPR you may not be able to conduct the activity within any regions subject to GDPR.
However, this is very unlikely, and you should definitely talk to us before you abandon all hope.
We strongly advise that you complete your GDPR preparations regardless of whether you engage Sopro or not. Failure to complete GDPR can lead to punitive fines and robust enforcement action by the ICO.
We have produced a template Privacy Policy and Legitimate Interest Assessment to help get you started and to allow you to start your Sopro adventure.
Your key document is your Privacy Policy.
Any marketing messages should contain a link to a privacy policy explaining exactly what the user’s rights, as well as the type of data that is held about them, by who, and how the data was collected. You need to include us in your Privacy Policy just to keep us both covered.
(If needed Sopro can provide a template Privacy Policy or review your existing one to ensure it meets the required standard.)
The rest of the documentation is just the standard GDPR set. Probably most importantly you need to know how you will manage any sort of request from a data subject. We can also help with but for example:
Managing opting out and exclusion lists
All recipients must be able to opt out easily to prevent further email communication being received. This is typically handled with an “unsubscribe” link.
Managing Subject Access Requests (SARs)
All individuals have the right to request a copy of all data
you hold on them.
When you receive a SAR you must have an efficient process to supply all personally identifiable data that you hold in connection with a data subject if necessary.
Managing Right to be Forgotten Requests
All individuals have the right to have their data removed (to be ‘forgotten’). You must have a reliable, repeatable process to remove all personally identifiable data that you hold in connection with a data subject.
Whilst GDPR controls the collection, storage and processing of personal data in the UK, sending messages is regulated under the Privacy and Electronic Communications Regulations (PECR). This is very clear as to the requirements on business to business communication:
“You can email or text any corporate body (a company, Scottish partnership, limited liability partnership or government body). However, it is good practice – and good business sense – to keep a ‘do not email or text’ list of any businesses that object or opt out and screen any new marketing lists against that.”
This is where the Sopro approach really works – we only target business customers that are likely to be interested in your products and services
The ICOs direct marketing checklist is a great set of guidelines,here it is:
You should ensure all employees undergo GDPR, PECR and general compliance training, covering the GDPR rule set in detail and the relevance and impact of those rules on your business. This training should set out the steps you take to ensure best practice is observed at all times and make clear the consequences associated with failure to meet the strict standards.
We take data security VERY seriously. We have completed a Data Protection Impact Assessment and ensure that all appropriate security measures to protect our data and your data at all times.
Where marketing activity is conducted to target non-EU nationals these campaigns are generally not subject to the same data privacy laws and GDPR does not apply.
Just be careful and remember that GDPR applies to EU nationals that now live outside the EU. This is quite a tricky aspect so please talk to us if you are unsure.
Naturally, we cannot be abreast of the constantly evolving regulatory frameworks in all countries at all times, as such it is important that you have knowledge of your local regulatory climate and ensure your business operates within the relevant regulatory frameworks and manage your campaigns accordingly.
We have collated the most useful links available to UK businesses researching the GDPR framework, key areas, timelines, scope and likely impact on B2B marketing.
Please note that GDPR rules are implemented at an EU Government (multinational) level. Each state is separately responsible for developing its own appropriate rule set ensuring, as a minimum, compliance with the EUs GDPR framework.
The UK Government has appointed the Information Commissioner’s Office (ICO) as the official body charged with ensuring national compliance with the GDPR. In light of this the ICO has released several handy guides.
Here are the most useful links from the key official bodies, including the UKs ICO, the UK Government, the European Legislation archives and the UKs Direct Marketing Association (DMA).
GDPR final text (English)
ICO Guide to GDPR compliance – 12 Steps to take now
(PDF)
GDPR Checklist 1 (UK ICO) – Data Controllers
GDPR Checklist 2 (UK ICO) – Data Processors
PECR text (UK Gov)
PECR B2B Exemption – (ico.org)
UK Direct Marketing Association (DMA) – 7 key points for B2B
Marketers
Direct Marketing Guidance – FULL VERSION (UK ICO)
Direct Marketing Checklist – TLDR VERSION OF ABOVE LINK (UK
ICO)