CAMPAIGN GOVERNANCE · Workflow idea
For a marketing team with a documented lawful basis, organize approved campaign contacts, record message events, and apply unsubscribe preferences to the correct record. Opens and clicks are imperfect signals and should not be treated as intent or consent; an incorrect match can also keep an opted-out person in a future campaign. Minimize tracking, protect interaction history, verify event identifiers, honor suppression promptly, and require a campaign owner to approve the audience and content before sending.
01 / The starting point
A documented contact basis, an approved campaign segment, and current suppression records
“Prepare an auditable campaign record that preserves contact choices and unsubscribes.”
02 / The work
Organizes a permitted campaign audience, records sending and response events, and prepares updated contact preferences.
Use only records and sources authorized for the stated customer or sales task.
Check identifiers against the source and avoid creating or changing the wrong person or company.
Check material facts and explain uncertainty before routing or updating a record.
Minimize personal information, honor opt-outs, and restrict access to the appropriate team.
Require a responsible person to approve consequential CRM edits and each external contact.
03 / The result
A source-linked interaction history with delivery status, opt-out state, and campaign approval.
Reviews & approvals · Example outcome
A source-linked interaction history with delivery status, opt-out state, and campaign approval.
Open and click data can be inaccurate and are not reliable proof of interest. Confirm event-to-contact matches, apply opt-outs, and approve every audience before another campaign.
04 / Make it yours
A few choices shape the work around your team.
Set clear criteria, lawful contact rules, and a process for corrections or removal requests.
Validate record identifiers and duplicate handling before any update or creation.
Keep only needed fields and grant access to authorized staff.
Require human approval before contact, qualification decisions, or consequential record changes.
Keep exploring
A task-framed guide to paid-ad campaign proposals, with checks for privacy, source accuracy, and approval before consequential steps.