How Do I Ensure Campaign Compliance with Regulations?
Make compliance an operating system: capture and store consent, honor preferences, manage data rights, restrict targeting, and keep audit trails—using HubSpot lists, workflows, subscription types, and reporting.
Operationalize compliance by designing for consent and choice. In HubSpot, use subscription types, double opt-in, and lawful basis properties to record consent; route all sends through active lists that exclude unsubscribed, “do not sell/share,” and marketing disallowed contacts. Automate DSR handling (access/delete), retention and cookie banner enrollment, and keep audit logs of consent source and timestamp. Measure with compliance dashboards and review quarterly with Legal. (This page is operational guidance, not legal advice.)
Compliance Building Blocks
Run Compliant Campaigns in HubSpot
Configure subscription types for each purpose (e.g., Product Updates, Events, Sales Outreach). Enable GDPR features and double opt-in. Create properties for lawful basis, consent source, consent text hash, consent timestamp, region, and data retention date. Every form should include an explicit legal basis with a link to your Privacy Notice and avoid pre-checked boxes.
Build eligibility lists: “Marketable – Email,” “Marketable – Ads,” and suppressions (unsubscribed, bounced, DNC, DNT, CASL non-consenting, EU with no lawful basis, do not sell/share). Sync only compliant audiences to Ads. Use workflows to set subscription types, honor opt-outs across channels, and open tickets for DSRs. Tag all assets with UTMs and Campaigns for traceability.
Establish retention: auto-flag contacts with no activity after X months for anonymization or deletion; keep suppression records per policy. Monitor sender identity (physical mailing address, unsubscribe link in footers), frequency caps, and quiet hours per region. Review deliverability and consent error trends monthly and document decisions for audit.
30-Day Campaign Compliance Sprint (HubSpot)
- Days 1–5: Map laws to purposes (GDPR, CCPA/CPRA, CAN-SPAM, CASL, PECR). Enable GDPR + double opt-in. Create subscription types and lawful basis fields.
- Days 6–10: Update forms with consent copy, links, and checkboxes. Add properties: consent source/text/timestamp, region, retention date. Build eligibility + suppression lists.
- Days 11–20: Automate DSR intake (tickets, tasks), global opt-out propagation, and retention workflows. Implement cookie banner + preferences center.
- Days 21–30: Launch compliance QA checklist, add Campaign & UTM standards, publish dashboards (opt-in rate, violations prevented, DSR SLA). Train Sales & CS.
Frequently Asked Questions
Make Compliance a Growth Advantage
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