Click one of the links below to read about a privacy and explicit opt-in process for a particular offering.
Sponsor-Produced or Sole-Sponsored Ebook or White Paper
Sole-Sponsored Webinar
Multi-Sponsored Ebook
Multi-Sponsored Conference
Lead Data Exchange Processes
Sponsor-Produced or Sole-Sponsored Ebook or White Paper
Assumptions: White paper or ebook is authored/produced by Sponsor and promoted to global audience. Or, white paper or ebook is published by ISA/Automation.com, sponsored by a single company and promoted to global audience.
- Option 1: Download form is hosted on Sponsor’s website. Sponsor controls/handles the communication/op-in preferences themselves.
- Option 2: Download form is hosted on ISA/Automation.com website and the form will include the following text and check-box mechanism (example):
- *Want more information from [Insert Sponsor Name] and its affiliates? By checking this box, you agree to receive marketing e-communications, including updates about [Insert Sponsor Name] offering, special offers, news and events. You can unsubscribe at any time.
- By clicking the button below, you consent to [Insert Sponsor Name]’s Terms & Conditions [Insert Link to Sponsor’s T&C] and understand [Insert Sponsor Name] will process your personal information in accordance with its Privacy Statement [Insert link to Sponsor’s Privacy Notice].
Note: Check box is voluntary (it must not be mandatory to check it to submit the form).
Only those submissions who checked the box will be shared with the Sponsors.
Sole-Sponsored Webinar
Assumptions: Webinar is hosted by ISA/Automation.com in the GoToWebinar platform and promotion of webinar is to global audience.
The following text must be included on the registration form using the custom question mechanism at the bottom of the form:
Would you like to hear more from [Insert Sponsor Name]? If yes, you agree to receive marketing e-communications from [Insert Sponsor Name], including updates about their offering, special offers, news and events. You agree and consent to [Insert Sponsor Name]’s Terms & Conditions [Insert Link to Sponsor’s T&C] and have read and understood [Insert Sponsor Name]’s Privacy Policy [Insert link to Sponsor’s Privacy Notice]. You can unsubscribe at any time.
- Answer 1: Yes, I would like to receive marketing communications from [Insert Sponsor Name].
- Answer 2: No, not at this time.
Only those registrations who answered “Yes” will be shared with the Sponsors.
Multi-Sponsored Ebook
Assumptions: Ebook is published by ISA/Automation.com, includes multiple sponsors and is promoted to global audience.
Download form is hosted on ISA/Automation.com website and the form will include the following text and check-box mechanism.
- Want more information from our Sponsors (see a list of them here [LINK]) and their affiliates? By checking this box, you agree to receive marketing e-communications, including updates about their offering, special offers, news and events. You can unsubscribe at any time.
Notes: Check box is voluntary (it must not be mandatory to check it to submit the form). ISA/Automation.com must create and link to a web page that lists all the sponsors with whom contact data is shared, and if possible, a link to each sponsors’ privacy notices.
Only those submissions who checked the box will be shared with the Sponsors.
Multi-Sponsored Conference
Assumptions: Conference is hosted by ISA/Automation.com, includes multiple sponsors and is promoted to global audience.
Conference registration form is hosted on ISA/Automation.com or event platform website and the form will include the following text and question mechanism.
Want to hear more from our sponsors?
- Answer 1: Yes
- Answer 2: No
Note: The following note must be included immediately by the question:
See a list of our sponsors and their privacy pages here (see a list of them here [LINK]). By selecting yes to the above question about hearing more from sponsors, you agree to receive marketing e-communications, including updates about their offering, special offers, news and events. You can unsubscribe at any time.
ISA/Automation.com must create and link to a web page that lists all the sponsors with whom contact data is shared, and if possible, a link to each sponsors’ privacy notices.
Only those registrations who answered “Yes” will be shared with the Sponsors.
Lead Data Exchange Processes
Lead data must no longer be sent in Excel files via email. All Excel files must now be stored on the ISA Box document management servers and follow these steps:
- All Excel lead files must be password protected.
- Link to Excel file should be sent to Sponsor in one email.
- Password to the Excel file should be sent to the Sponsor in a second email.
If the host platform supports password protected access to reports, we can utilize the host platform for this data exchange. For example, vFairs, our conference platform, offers password protected access of reports for Sponsors.