HomeIntegrations / Bolt-OnsRubi Data Protection Portal (RDPP)Overview

3.1. Overview

The Rubi Data Protection Portal (RDPP) is a paid bolt-on that comes in two parts: the main RDPP and the quick unsubscribe/preference update form.

 

The RDPP

The main RDPP is a tool designed to allow your organisation to fulfil GDPR requirements. Any contact for whom you have an email address can log in to your RDPP to view the details you hold on them.

This includes:

  1. Personal details (e.g. name, email, job title etc)
  2. Organisation details (e.g. Company Name, Company Tel)
  3. Interests
  4. Social Media Link

 

The RDPP allows your contacts to request a password reset link to log in if they are unsure of their login details. Login details are the same as any web integration (e.g. Portal/Gateway/API) that you may have activated.

Your contacts can also download the data held on them for portability and can exercise their Right To Erasure from your RubiCRM system.

The RDPP can be accessed via a URL link and can be added to your email signatures, website or email marketing messages. We’d recommend using a “click here” hyperlink for this service to make it a bit easier for your end-users to access. 

 

The Unsubscribe/Preference Update Form

The second part of the bolt-on allows you to include a quick link for users to update minimal information stored on their contact record.

This includes the ability to update their:

 

The quick link is available as a merge field to be merged onto any emails sent out from RubiCRM.

You can add the merge field Unsubscribe/Preferences URL under the Contacts merge section. This will merge the text Unsubscribe/Update your preferences, which links to the contacts form.

When updates are made, notifications are sent to the email address(s) set against Main Menu -> System -> Settings -> Settings card -> Data Protection Staff Email.

You can set more than one email address under Data Protection Staff Email by separating the emails using a semi-colon ";".

For example, "support@rubicrm.com;service@rubicrm.com".

Setup
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