How to Review Business Data Shared With a Marketing Agency

A marketing relationship may involve customer lists, analytics exports, tracking tags, and agency accounts with different data access.

Checks to make

Document fields, purpose, transfer path, recipients, retention, and deletion. Limit data to what the campaign requires, review account access and tracking vendors, and assign an internal owner to confirm offboarding at campaign end.

When to get help

Cybersecurity advisory can review data sharing and external access. Informatix Systems can assess the symptoms, evidence, and next steps. Contact Informatix Systems to discuss this issue.