Safeguard Data Privacy

This course is part of Email Marketing Foundations Specialization

Instructor: ansrsource instructors

What you'll learn

Analyze marketing data flows to identify privacy risks and compliance gaps
Configure consent, retention, and suppression settings in marketing platforms
Apply GDPR and CCPA principles to real marketing operations scenarios
Create clear privacy documentation including disclosures and strategy documents

Details to know

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Assessments

5 assignments¹

AI Graded see disclaimer

Taught in English

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This course is part of the Email Marketing Foundations Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

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There are 3 modules in this course

Data privacy is no longer just a compliance requirement; it’s a core part of building trust with your customers. In Safeguard Data Privacy, you’ll learn how to manage subscriber and customer data responsibly across your marketing operations.

This course places you in the role of a marketing operations professional at a growing e-commerce brand. You’ll analyze how data flows through collection points, marketing platforms, and third-party integrations and identify where privacy risks can arise. From there, you’ll move beyond theory to action: configuring platform settings such as consent tracking, suppression lists, and data retention rules to ensure your systems align with privacy expectations. You’ll also develop the ability to document your practices clearly. This includes creating privacy statements, drafting compliant email footer disclosures, and building a structured privacy strategy that reflects real operational decisions. This course is best suited for marketing operations professionals, CRM specialists, email marketers, and other professionals who manage customer data and marketing systems. Basic familiarity with email marketing or marketing platforms is helpful, as you will evaluate data flows and configure privacy-related settings within marketing tools. By the end of the course, you’ll be able to evaluate data handling processes, implement privacy protections in marketing tools, and produce documentation that supports both compliance and customer trust. These skills are essential for marketing, CRM, and operations professionals working with customer data in regulated environments.

Data privacy is not a legal function that operates above marketing—it runs through every configuration decision, sign-up form, and third-party integration a marketing team manages. This module establishes why privacy is both a regulatory obligation and a commercial asset, then equips learners with the frameworks to act on that understanding. Learners examine what GDPR and CCPA actually require of marketing operations—consent standards, data subject rights, retention limits, and deletion obligations—before moving into the practical principles of data minimization and secure storage. A structured four-step audit framework ties these concepts together, giving learners a repeatable process for mapping collection points, reviewing integrations, checking retention settings, and verifying consent records. By the end of this module, you will be able to audit your marketing data handling processes for privacy risk and produce a prioritized, documented finding set that distinguishes immediate compliance gaps from longer-term remediation work.

What's included

3 videos3 readings1 assignment

3 videosTotal 14 minutes

Privacy as a Competitive Advantage4 minutes
GDPR and CCPA: What Marketers Need to Know5 minutes
Auditing Data Handling Processes for Privacy Risk5 minutes

3 readingsTotal 12 minutes

About the Course Expert2 minutes
Data Minimization and Secure Storage Principles7 minutes
Before You Begin: Audit Data and Remediation Template3 minutes

1 assignmentTotal 5 minutes

Knowledge Check: Privacy Risk Analysis5 minutes

Identifying privacy risk is only the first step—translating that risk into specific platform changes is where compliance is either built or lost. This module moves from analysis to action, focusing on the configuration decisions that determine whether privacy protections hold up under regulatory scrutiny or subscriber complaints. Learners work through the four settings that carry the most compliance weight: consent capture and timestamp recording, suppression list management, data retention rules, and integration permissions. Using Klaviyo as the working environment, the module covers not only what to configure but how to distinguish nonnegotiable compliance requirements from best practices and how to document changes in a way that is defensible. By the end of this module, you will be able to configure your email marketing platform's core privacy settings, restrict integration permissions to the minimum necessary access, and produce a documented record of configuration decisions with their compliance rationale.

What's included

1 video2 readings2 assignments

Accurate platform configuration protects a brand operationally; accurate documentation makes those protections visible, defensible, and trustworthy. This module addresses the gap that most marketing teams carry: practices that are largely sound but nowhere clearly written down. Learners work through the essential components of a marketing privacy statement—data use disclosures, subscriber rights language, opt-out instructions, and retention terms—understanding how each element serves both a regulatory obligation and a subscriber trust function. The module then applies this foundation to the two disclosure surfaces subscribers actually encounter: email footers and preference centers. A culminating lab brings all three modules together as learners produce a complete privacy strategy document capturing their data collection rationale, handling procedures, and subscriber-facing disclosure language. By the end of this module, you will be able to draft compliant, readable privacy documentation for marketing operations, including a privacy statement, email footer, and preference center, that accurately reflects your current data practices and meets the disclosure obligations of GDPR and CCPA.