Crafting Secure and Compliant Data Management
What data can actually be collected? What legal bases should be invoked in each campaign?
How to properly configure opt-in fields, forms, and preference centers without causing chaos in your database?
How to track, prove, and above all update your contacts’ consents?
A simple mistake can awaken the dragons of the CNIL, or worse, undermine the trust of your customers.
A short module to identify your main compliance gaps in Marketo.
Ideal for teams looking for an initial overview before embarking on a more ambitious project.
➡️ Delivery: audit presentation, recommendations, estimate of the work required.
🎯 Goal: To provide your contacts with a clear, elegant, and compliant space to manage their communication preferences.
GDPR status report (tracking, forms, consent management programs).
Ergonomics, segmentation logic, accessibility.
A responsive, multilingual preference center if needed, perfectly integrated into your Marketo.
GDPR status report (tracking, forms, consent management programs).
To ensure autonomy and good long-term management.
Because a good spell works better when it's well written.
A fun and informative 7-question course that will reveal:
Concerned about compliance, but lost in the Marketo jungle.
Looking for a partner capable of implementing GDPR requirements in a marketing automation tool.
Who want to combine marketing performance and compliance, without sacrificing the fluidity of customer journeys.
Preference centers realized
GDPR constraints covered
discussions with specialist lawyers and multiple legal departments
Sylvain, who trained us, was able to adapt to our needs and existing knowledge and help us with both structural/organizational points and more technical/practical details. He gave us perspectives on more advanced marketing automation projects.
A clearer vision of the tool and more serene use after this training.
Marketing Manager HEC
Many thanks to Sylvain for his pedagogy, his passion for marketing automation and his patience. This training course has enabled me to become more autonomous with the Marketo tool, and to significantly reduce the time spent on it.
Growth Marketing HEC
Sylvain gave us a clearer vision of the tool and its functionalities, and showed us just how far we can go in its day-to-day use. This training has also projected us towards more advanced uses in marketing automation, which we can’t wait to put in place.
A big thank you to Sylvain for your pedagogy, your obvious passion for marketing automation and your patience.
Senior Marketing Manager HEC
This training is essential to discover the functioning and the possibilities of Marketo. Vincent shows pedagogy and adapts to his audience, either to linger on sticking points or to accelerate the pace when you master certain marketing aspects. At the same time, I discovered a pragmatic working method that allows me to avoid many mistakes. I recommend Merlin/Leonard to any marketer who wants to learn how to use Marketo to achieve performance
Digital marketing consultant trainer Appwizer
Already a user of a marketing automation tool, I had specific questions about the blockages I had encountered. Sylvain being a user himself, we were able to talk about best practices. We discussed concrete cases and started creating my first campaigns together. Sylvain was able to adapt to our business issues, to my level of knowledge of marketing automation and to our priorities. More than an integrator, he acted as an advisor. With pedagogy, he guided me in my reflection on my past mistakes and on the possibilities offered by a marketing automation tool. Thank you Sylvain!
Digital Marketing Manager Infopro
The Merlin/Leonard Essentials training proved to be indispensable to our on-boarding on the solution. Sylvain knew how to popularize and dedicate Marketo, which is very powerful but extremely complex, especially when it comes to setting up the tool. Sylvain allows us to save a precious time at each of his interventions and reassures us about our initiatives, before their implementation. Sylvain’s dual marketing/technical skills are a real plus and we consider him more of a partner than an integrator. I can only recommend Merlin/Leonard if you are embarking on the Marketo adventure.
Customer Marketing Manager Infopro Digital Leads
It was a real pleasure to work with Merlin/Leonard who was our key partner for the deployment of the marketing automation tool Marketo. The team accompanied us on the whole project, from the necessary settings to our instance with our IT team, to the handling of the tool by the administrators and users, but also to the synchronization of the tool with our CRM. It is with a lot of simplicity and pedagogy that Sylvain trained us in Marketo Essentials and it is just as simply that we were able to start our campaigns right away! Thank you Sylvain and Merlin/Leonard
Marketing Operations Manager Murex
When we went out to bid, we really wanted to choose a provider that not only offered standard training, but also supported us all the way through to the launch of the first campaigns. Merlin/Leonard has a deep understanding of the Marketo tool, which they use for their own campaigns. They were able to understand the complexity of its integration with ENGIE’s IS tool.
Digital project manager - marketing automation ENGIE Entreprises et Collectivités
5 rules for an effective preference center.
The preference center (PC) is an ideal tool for optimizing the customer experience, provided you follow certain best practices.
5 ideas to turn your preference center to your advantage!
The preference center is the ideal tool for permission marketing. Discover the benefits of the preference center by Merlin/Leonard.
Yes, absolutely.
The unsubscribe link is mandatory, but it's not enough. The preference center allows your contacts to choose what they want to receive, rather than unsubscribing entirely. It's a great way to reduce churn, provide better service, and, of course, strengthen your compliance.
No, the CNIL is very clear: each purpose must be subject to separate consent.
For example, commercial prospecting by email, subscribing to a newsletter, or sending personalized content must be separated. In Marketo, this often involves managing multiple consent fields, but it's the key to strong compliance.
Marketo doesn't do this natively, but we have solutions for that!
Thanks to smart programs, tracking fields, and a little cleverness, you can record the date, source, and context of consent. This evidence can be useful in the event of an audit or complaint. At Merlin/Leonard, we help you implement this properly.
Of course, and that's the whole point.
A good GDPR system builds trust and allows you to work with a more engaged base. You gain in lead quality, deliverability, and brand image. With the right Marketo tools, it's entirely possible to balance performance and compliance.
Le dragon de la CNIL peut rugir très fort…
Au-delà des sanctions (amendes, mises en demeure), vous risquez une perte de confiance de vos clients et partenaires. La non-conformité peut également altérer vos taux d’engagement et nuire à votre réputation. Mieux vaut prévenir que guérir : un dispositif bien conçu est un gage de sérénité à long terme.
