There are two separate EU level regulations to follow when processing personal data for direct marketing in B2B and B2C activities.
- Privacy and Electronic Communication Directive 2002/58
- General Data Protection Regulation (GDPR) and local adaptation of the law
Companies must comply with both. Previously topics “How regulations affect direct marketing and profiling” and “Direct marketing rules and exceptions” were applicable more to B2C businesses. This time focus is on GDPR in B2B Marketing.
GDPR in B2B Marketing. Guidelines for sending promotional emails to B2B contacts
Companies (legal entities) are considered as “corporate subscribers”. Therefore, unlike B2C, B2B direct marketing messages to corporate email addresses are allowed to be sent without prior consent. However, the sender is required to identify itself and provide contact details. The GDPR must be followed whenever personal data is being processed. The same rules, with some exceptions, apply regardless whether the person is contacted as an individual or an individual acting in a professional capacity. For example, business contact, that contains an individual’s name on a file or their email address (first name.last email@example.com), is considered as a physical person’s and not corporate subscriber’s information.
Here are some rules for businesses to approach B2B contacts for direct marketing purposes:
- Sole traders are treated as individuals. Meaning, email can be sent only if they have consented specifically or alternatively. For example, they bought a similar product previously, but never opted out from marketing messages.
- It is required that person, contacted for direct marketing purposes, would represent the business is related to the topic area. e., data protection related topics should reach firstname.lastname@example.org and sales – email@example.com.
- It is generally considered as a good practice to discontinue any marketing messages if the receiver requests to do so. A list of unsubscribed or opted-out leads should be kept.
- If the company email address contains an individual’s name, the GDPR applies and the person can opt-out from direct marketing emails.
- Opt-out or “unsubscribe” option should be provided in all promotional material.
GDPR in B2B Marketing. National approaches
Rules on direct marketing on the EU level are regulated by the GDPR and PECR. However, companies should consider that national rules may differ as the member states may apply stricter rules. Therefore, before sending marketing messages via email, it’s crucial to know the differences between opt-out, single opt-in and double opt-in options. As well as to know which EU country applies which option.
The easily identifiable and accessible option. The receiver of an email is given an option can unsubscribe from a list easily. If the receiver hasn’t opted out and you are doing business in an opt-out country, you can continue to communicate with them. Such examples – Estonia, Finland, Latvia, Sweden etc. Businesses are allowed to contact corporate subscribers. However, if the email address contains a person’s name, they have a right to opt-out. The receiver needs to work in the relevant department in regard to the topic of the message.
It requires a positive action for a receiver to be subscribed to a B2B marketing email lists if similar goods/services were not required to be promoted/sold before. Such examples – Lithuania, Poland, Romania, etc. In Lithuania: Direct Marketing over email is regulated by the Electronic Communications Act. if the target of direct marketing is a company, the consent must be gained from the head of that company or authorized person. Meaning, that the newsletter cannot be sent to B2B lead without a consent. General email addresses firstname.lastname@example.org are being dealt with in the same manner as the ones with a person’s name in it.
The strictest requirements for B2B communications. 1st step – the form of filling out a subscription form of some sort and 2nd step – clicking a link in a confirmation email to enable their subscription. In double opt-in regimes, you cannot start email marketing to a prospect until he or she has completed both opt-in steps. Such examples – Germany and Switzerland.