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  • Supporting all media types

    13 avril 2011, par

    Unlike most software and media-sharing platforms, MediaSPIP aims to manage as many different media types as possible. The following are just a few examples from an ever-expanding list of supported formats : images : png, gif, jpg, bmp and more audio : MP3, Ogg, Wav and more video : AVI, MP4, OGV, mpg, mov, wmv and more text, code and other data : OpenOffice, Microsoft Office (Word, PowerPoint, Excel), web (html, CSS), LaTeX, Google Earth and (...)

  • HTML5 audio and video support

    13 avril 2011, par

    MediaSPIP uses HTML5 video and audio tags to play multimedia files, taking advantage of the latest W3C innovations supported by modern browsers.
    The MediaSPIP player used has been created specifically for MediaSPIP and can be easily adapted to fit in with a specific theme.
    For older browsers the Flowplayer flash fallback is used.
    MediaSPIP allows for media playback on major mobile platforms with the above (...)

  • De l’upload à la vidéo finale [version standalone]

    31 janvier 2010, par

    Le chemin d’un document audio ou vidéo dans SPIPMotion est divisé en trois étapes distinctes.
    Upload et récupération d’informations de la vidéo source
    Dans un premier temps, il est nécessaire de créer un article SPIP et de lui joindre le document vidéo "source".
    Au moment où ce document est joint à l’article, deux actions supplémentaires au comportement normal sont exécutées : La récupération des informations techniques des flux audio et video du fichier ; La génération d’une vignette : extraction d’une (...)

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  • Anomalie #4562 : Suite #4468 : Unification des CSS pour les boutons et les icônes

    17 février 2021

    Bon bon bon, on a pas mal réfléchi au sujet avec rastapopoulos, et je crois qu’on est arrivé à une solution satisfaisante.
    En tout cas une solution qui répond complètement aux problèmes et besoins soulevés dans ce ticket, en ce qui me concerne.

    Le problème était de ne traiter des icônes que sous l’angle d’une utilisation dans des boutons, de ne le faire qu’à moitié en proposant un jeu d’icônes très restreint, et avec des icônes pas toutes prévues pour cette utilisation qui plus est.

    Dans l’immédiat, pour clôturer ce ticket au plus vite, il s’agirait de faire ça :

    • dans le CSS, retirer complètement les variantes de boutons avec icônes : .bouton_add, .bouton_supprimer, etc. (ça sera fait différemment et mieux).
    • renommer la classe .bouton en .btn : c’est moins verbeux et on comprend aussi bien.
    • préfixer les variantes génériques qui restent : .btn_mini au lieu de .btn mini, etc.
    • finir les derniers petits ajustement visuels.

    Avec ça le ticket pourra enfin être fermé.

    Mais alors comment fait-on pour avoir des icônes dans les boutons ?
    C’est l’étape suivante.

    Des icônes

    On s’est dit, tant qu’à faire, autant proposer tout de suite un jeu complet d’icônes symboliques.

    Les besoins sont multiples pour pleins d’éléments d’interface, dans les plugins et dans le core : plier/déplier des trucs, dupliquer un contenu, afficher un menu, remonter dans la hiérarchie, etc., etc. (je fais vite).
    Et chacun doit réimplémenter ça un peu à sa sauce.

    On reprendrait un jeu d’icônes existant, qu’on n’aura pas à maintenir, optimisé, et qui fournit des icônes cohérentes visuellement, utilisables dans tous les contextes.
    Il y a plusieurs choix de jeux d’icônes libres : Bootstrap-icons, Octicon, Material, Entypo, etc.

    Ces icônes seraient utilisables de 2 façons :

    1. Des classes

    Quand il s’agit d’icônes purement décoratives, des classes que l’on peut ajouter à n’importe quel élément inline.
    Pour éviter les conflits, on propose la contraption de spip + icon = spicon.
    Cette solution utilise une fontface, l’icône hérite de la taille et de la couleur du texte.

    Pour les boutons, même principe : la classe signifie « ajoute une icône dans cet élément »

    Exemples :

    <span class="CodeRay"><span class="tag">span> <span class="attribute-name">class</span>=<span class="string"><span class="delimiter">"</span><span class="content">spicon_menu</span><span class="delimiter">"</span></span><span class="tag">></span>Ouvrir le menu<span class="tag"></span>
    <span class="tag">span> <span class="attribute-name">class</span>=<span class="string"><span class="delimiter">"</span><span class="content">spicon_truc</span><span class="delimiter">"</span></span><span class="tag">></span><span class="tag"></span> Du texte
    <span class="tag">span> <span class="attribute-name">class</span>=<span class="string"><span class="delimiter">"</span><span class="content">titrem spicon_machin</span><span class="delimiter">"</span></span><span class="tag">></span>Mon titre<span class="tag"></span>
    </span></span></span></span>

    2. Une balise #ICON

    En complément, on peut vouloir embarquer une icône svg dans le HTML.

    On propose de reprendre et d’adapter la super balise #ICON du plugin Zcore, qui fait ça très bien.
    Cette balise permet d’embarquer une icône du set par défaut, mais également n’importe quelle autre (je rentre pas dans les détails).

    Un modèle correspondant permettra aussi d’inclure des icônes svg dans les textes :

    <span class="CodeRay">#ICONE{identifiant}
    #ICONE{chemin/vers/mon_icone.svg}
    #ICONE{#identifiant_autre_set}
    </span>

    Identifiants sémantiques

    Les identifiants des icônes seront directement ceux du jeu d’icônes choisi.
    Mais ils peuvent avoir des noms un peu barbares : chevron-double-right, eye-slash, grip-vertical, etc.

    Dans tous les cas on pourra les utiliser tels quels, mais en plus de ça, on propose de faire une correspondance sémantique pour les icônes correspondants aux actions les plus courantes. Par exemple au lieu de faire #ICONE{chevron-double-down} on pourra faire #ICONE{deplier}.

    La liste initiale est visible ici : https://demo.hedgedoc.org/3zIXkcFLTVSwV0nKC1_qcA?both

    Voilà, je crois que c’est tout, rastapopoulos tu complètera si j’ai oublié des trucs.
    Peut-être qu’on peut partir sur un nouveau ticket pour ce sujet et la branche dev qui ira avec.

    À vous les studios.

  • A Quick Start Guide to the Payment Services Directive (PSD2)

    22 novembre 2024, par Daniel Crough — Banking and Financial Services, Privacy

    In 2023, there were 266.2 billion real-time payments indicating that the demand for secure transactions has never been higher. As we move towards a more open banking system, there are a host of new payment solutions that offer convenience and efficiency, but they also present new risks.

    The Payment Services Directive 2 (PSD2) is one of many regulations established to address these concerns. PSD2 is a European Union (EU) business initiative to offer smooth payment experiences while helping customers feel safe from online threats. 

    In this post, learn what PSD2 includes, how it improves security for online payments, and how Matomo supports banks and financial institutions with PSD2 compliance.

    What is PSD2 ? 

    PSD2 is an EU directive that aims to improve the security of electronic payments across the EU. It enforces strong customer authentication and allows third-party access to consumer accounts with explicit consent. 

    Its main objectives are :

    • Strengthening security and data privacy measures around digital payments.
    • Encouraging innovation by allowing third-party providers access to banking data.
    • Improving transparency with clear communication regarding fees, terms and conditions associated with payment services.
    • Establishing a framework for sharing customer data securely through APIs for PSD2 open banking.

    Rationale behind PSD2 

    PSD2’s primary purpose is to engineer a more integrated and efficient European payment market without compromising the security of online transactions. 

    The original directive aimed to standardise payment services across EU member states, but as technology evolved, an updated version was needed.

    PSD2 is mandatory for various entities within the European Economic Area (EEA), like :

    • Banks and credit institutions
    • Electronic money institutions or digital banks like Revolut
    • Card issuing and acquiring institutions
    • Fintech companies
    • Multi-national organisations operating in the EU

    PSD2 implementation timeline

    With several important milestones, PSD2 has reshaped how payment services work in Europe. Here’s a closer look at the pivotal events that paved the way for its launch.

    • 2002 : The banking industry creates the European Payments Council (EC), which drives the Single Euro Payments Area (SEPA) initiative to include non-cash payment instruments across European regions. 
    • 2007 : PSD1 goes into effect.
    • 2013 : EC proposes PSD2 to include protocols for upcoming payment services.
    • 2015 : The Council of European Union passes PSD2 and gives member states two years to incorporate it.
    • 2018 : PSD2 goes into effect. 
    • 2019 : The final deadline for all companies within the EU to comply with PSD2’s regulations and rules for strong customer authentication. 

    PSD2 : Key components 

    PSD2 introduces several key components. Let’s take a look at each one.

    Strong Customer Authentication (SCA)

    The Regulatory Technical Standards (RTS) under PSD2 outline specific requirements for SCA. 

    SCA requires multi-factor authentication for online transactions. When customers make a payment online, they need to verify their identity using at least two of the three following elements :

    • Knowledge : Something they know (like a password, a code or a secret answer)
    • Possession : Something they have (like their phone or card)
    • Inherence : Something they are (like biometrics — fingerprints or facial features)
    Strong customer authentication three factors

    Before SCA, banks verified an individual’s identity only using a password. This dual verification allows only authorised users to complete transactions. SCA implementation reduces fraud and increases the security of electronic payments.

    SCA implementation varies for different payment methods. Debit and credit cards use the 3D Secure (3DS) protocol. E-wallets and other local payment measures often have their own SCA-compliant steps. 

    3DS is an extra step to authenticate a customer’s identity. Most European debit and credit card companies implement it. Also, in case of fraudulent chargebacks, the issuing bank becomes liable due to 3DS, not the business. 

    However, in SCA, certain transactions are exempt : 

    • Low-risk transactions : A transaction by an issuer or an acquirer whose fraud level is below a specific threshold. If the acquirer feels that a transaction is low risk, they can request to skip SCA. 
    • Low-value transactions : Transactions under €30.
    • Trusted beneficiaries : Trusted merchants customers choose to safelist.
    • Recurring payments : Recurring transactions for a fixed amount are exempt from SCA after the first transaction.

    Third-party payment service providers (TPPs) framework

    TPPs are entities authorised to access customer banking data and initiate payments. There are three types of TPPs :

    Account Information Service Providers (AISPs)

    AISPs are services that can view customers’ account details, but only with their permission. For example, a budgeting app might use AISP services to gather transaction data from a user’s bank account, helping them monitor expenses and oversee finances. 

    Payment Initiation Service Providers (PISPs)

    PISPs enable clients to initiate payments directly from their bank accounts, bypassing the need for conventional payment options such as debit or credit cards. After the customer makes a payment, PISPs immediately contact the merchant to ensure the user can access the online services or products they bought. 

    Card-Based Payment Instruments (CBPII)

    CBPIIs refer to services that issue payment cards linked to customer accounts. 

    Requirements for TPPs

    To operate effectively under PSD2, TPPs must meet several requirements :

    Consumer consent : Customers must explicitly authorise TPPs to retrieve their financial data. This way, users can control who can view their information and for what purpose.

    Security compliance : TPPs must follow SCA and secure communication guidelines to protect users from fraud and unauthorised access.

    API availability : Banks must make their Application Programming Interfaces (APIs) accessible and allow TPPs to connect securely with the bank’s systems. This availability helps in easy integration and lets TPPs access essential data. 

    Consumer protection methods

    PSD2 implements various consumer protection measures to increase trust and transparency between consumers and financial institutions. Here’s a closer look at some of these key methods :

    • Prohibition of unjustified fees : PSD2 requires banks to clearly communicate any additional charges or fees for international transfers or account maintenance. This ensures consumers are fully aware of the actual costs and charges.
    • Timely complaint resolution : PSD2 mandates that payment service providers (PSPs) have a straightforward complaint procedure. If a customer faces any problems, the provider must respond within 15 business days. This requirement encourages consumers to engage more confidently with financial services.
    • Refund in case of unauthorised payment : Customers are entitled to a full refund for payments made without their consent.
    • Surcharge ban : Additional charges on credit and debit card payments aren’t allowed. Businesses can’t impose extra fees on these payment methods, which increases customers’ purchasing power.

    Benefits of PSD2 

    Businesses — particularly those in banking, fintech, finserv, etc. — stand to benefit from PSD2 in several ways.

    Access to customer data

    With customer consent, banks can analyse spending patterns to develop tailored financial products that match customer needs, from personalised savings accounts to more relevant loan offerings.

    Innovation and cost benefits 

    PSD2 opened payment processing up to more market competition. New payment companies bring fresh approaches to banking services, making daily transactions more efficient while driving down processing fees across the sector.

    Also, banks now work alongside payment technology providers, combining their strengths to create better services. This collaboration brings faster payment options to businesses, helping them stay competitive while reducing operational costs.

    Improved customer trust and experience

    Due to PSD2 guidelines, modern systems handle transactions quickly without compromising the safety of payment data, creating a balanced approach to digital banking.

    PSD2 compliance benefits

    Banking customers now have more control over their financial information. Clear processes allow consumers to view and adjust their financial preferences as needed.

    Strong security standards form the foundation of these new payment systems. Payment provider platforms must adhere to strict regulations and implement additional protection measures.

    Challenges in PSD2 compliance 

    What challenges can banks and financial institutions face regarding PSD2 compliance ? Let’s examine them. 

    Resource requirements

    For many businesses, the new requirements come with a high price tag. PSD2 requires banks and fintechs to build and update their systems so that other providers can access customer data safely. For example, they must develop APIs to allow TPPs to acquire customer data. 

    Many banks still use older systems that can’t meet PSD2’s added requirements. In addition to the cost of upgrades, complying with PSD2 requires banks to devote resources to training staff and monitoring compliance.

    The significant costs required to update legacy systems and IT infrastructure while keeping services running remain challenging.

    Risks and penalties

    Organisations that fail to comply with PSD2 regulations can face significant penalties.

    Additionally, the overlapping requirements of PSD2 and other regulations, such as the General Data Protection Regulation (GDPR), can create confusion. 

    Banks need clear agreements with TPPs about who’s responsible when things go wrong. This includes handling data breaches, preventing data misuse and protecting customer information. 

    Increased competition 

    Introducing new players in the financial ecosystem, such as AISPs and PISPs, creates competition. Banks must adapt their services to stay competitive while managing compliance costs.

    PSD2 aims to protect customers but the stronger authentication requirements can make banking less convenient. Banks must balance security with user experience. Focused time, effort and continuous monitoring are needed for businesses to stay compliant and competitive.

    How Matomo can help 

    Matomo gives banks and financial institutions complete control over their data through privacy-focused web analytics, keeping collected information internal rather than being used for marketing or other purposes. 

    Its advanced security setup includes access controls, audit logs, SSL encryption, single sign-on and two-factor authentication. This creates a secure environment where sensitive data remains accessible only to authorised staff.

    While prioritizing privacy, Matomo provides tools to understand user flow and customer segments, such as session recordings, heatmaps and A/B testing.

    Financial institutions particularly benefit from several key features : 

    • Tools for obtaining explicit consent before processing personal data like this Do Not Track preference
    • Insights into how financial institutions integrate TPPs (including API usage, user engagement and potential authentication drop-off points)
    • Tracking of failed login attempts or unusual access patterns
    • IP anonymization to analyse traffic patterns and detect potential fraud
    Matomo's Do Not Track preference selection screen

    PSD3 : The next step 

    In recent years, we have seen the rise of innovative payment companies and increasingly clever fraud schemes. This has prompted regulators to propose updates to payment rules.

    PSD3’s scope is to adapt to the evolving digital transformation and to better handle these fraud risks. The proposed measures : 

    • Encourage PSPs to share fraud-related information.
    • Make customers aware of the different types of fraud.
    • Strengthen customer authentication standards.
    • Provide non-bank PSPs restricted access to EU payment systems. 
    • Enact payment rules in a directly applicable regulation and harmonise and enforce the directive.

    Web analytics that respect user privacy 

    Achieving compliance with PSD2 may be a long road for some businesses. With Matomo, organisations can enjoy peace of mind knowing their data practices align with legal requirements.

    Ready to stop worrying over compliance with regulations like PSD2 and take control of your data ? Start your 21-day free trial with Matomo.

  • Making Your First-Party Data Work for You and Your Customers

    11 mars, par Alex Carmona

    At last count, 162 countries had enacted data privacy policies of one kind or another. These laws or regulations, without exception, intend to eliminate the use of third-party data. That puts marketing under pressure because third-party data has been the foundation of online marketing efforts since the dawn of the Internet.

    Marketers need to future-proof their operations by switching to first-party data. This will require considerable adjustment to systems and processes, but the reward will be effective marketing campaigns that satisfy privacy compliance requirements and bring the business closer to its customers.

    To do that, you’ll need a coherent first-party data strategy. That’s what this article is all about. We’ll explain the different types of personal data and discuss how to use them in marketing without compromising or breaching data privacy regulations. We’ll also discuss how to build that strategy in your business. 

    So, let’s dive in.

    The different data types

    There are four distinct types of personal data used in marketing, each subject to different data privacy regulations.

    Before getting into the different types, it’s essential to understand that all four may comprise one or more of the following :

    Identifying dataName, email address, phone number, etc.
    Behavioural dataWebsite activity, app usage, wishlist content, purchase history, etc.
    Transactional dataOrders, payments, subscription details, etc.
    Account dataCommunication preferences, product interests, wish lists, etc.
    Demographic dataAge, gender, income level, education, etc.
    Geographic DataLocation-based information, such as zip codes or regional preferences.
    Psychographic DataInterests, hobbies and lifestyle preferences.

    First-party data

    When businesses communicate directly with customers, any data they exchange is first-party. It doesn’t matter how the interaction occurs : on the telephone, a website, a chat session, or even in person.

    Of course, the parties involved aren’t necessarily individuals. They may be companies, but people within those businesses will probably share at least some of the data with colleagues. That’s fine, so long as the data : 

    • Remains confidential between the original two parties involved, and 
    • It is handled and stored following applicable data privacy regulations.

    The core characteristic of first-party data is that it’s collected directly from customer interactions. This makes it reliable, accurate and inherently compliant with privacy regulations — assuming the collecting party complies with data privacy laws.

    A great example of first-party data use is in banking. Data collected from customer interactions is used to provide personalised services, detect fraud, assess credit risk and improve customer retention.

    Zero-party data

    There’s also a subset of first-party data, sometimes called zero-party data. It’s what users intentionally and proactively share with a business. It can be preferences, intentions, personal information, survey responses, support tickets, etc.

    What makes it different is that the collection of this data depends heavily on the user’s trust. Transparency is a critical factor, too ; visitors expect to be informed about how you’ll use their data. Consumers also have the right to withdraw permission to use all or some of their information at any time.

    Diagram showing how a first-party data strategy is built on trust and transparency

    Second-party data

    This data is acquired from a separate organisation that collects it firsthand. Second-party data is someone else’s first-party data that’s later shared with or sold to other businesses. The key here is that whoever owns that data must give explicit consent and be informed of who businesses share their data with.

    A good example is the cooperation between hotel chains, car rental companies, and airlines. They share joint customers’ flight data, hotel reservations, and car rental bookings, much like travel agents did before the internet undermined that business model.

    Third-party data

    This type of data is the arch-enemy of lawmakers and regulators trying to protect the personal data of citizens and residents in their country. It’s information collected by entities that have no direct relationship with the individuals whose data it is.

    Third-party data is usually gathered, aggregated, and sold by data brokers or companies, often by using third-party cookies on popular websites. It’s an entire business model — these third-party brokers sell data for marketing, analytics, or research purposes. 

    Most of the time, third-party data subjects are unaware that their data has been gathered and sold. Hence the need for strong data privacy regulations.

    Benefits of a first-party data strategy

    First-party data is reliable, accurate, and ethically sourced. It’s an essential part of any modern digital marketing strategy.

    More personalised experiences

    The most important application of first-party data is customising and personalising customers’ interactions based on real behaviours and preferences. Personalised experiences aren’t restricted to websites and can extend to all customer communication.

    The result is company communications and marketing messages are far more relevant to customers. It allows businesses to engage more meaningfully with them, building trust and strengthening customer relationships. Inevitably, this also results in stronger customer loyalty and better customer retention.

    Greater understanding of customers

    Because first-party data is more accurate and reliable, it can be used to derive valuable insights into customer needs and wants. When all the disparate first-party data points are centralised and organised, it’s possible to uncover trends and patterns in customer behaviour that might not be apparent using other data.

    This helps businesses predict and respond to customer needs. It also allows marketing teams to be more deliberate when segmenting customers and prospects into like-minded groups. The data can also be used to create more precise personas for future campaigns or reveal how likely a customer would be to purchase in response to a campaign.

    Build trust with customers

    First-party data is unique to a business and originates from interactions with customers. It’s also data collected with consent and is “owned” by the company — if you can ever own someone else’s data. If treated like the precious resource, it can help businesses build trust with customers.

    However, developing that trust requires a transparent, step-by-step approach. This gradually strengthens relationships to the point where customers are more comfortable sharing the information they’re asked for.

    However, while building trust is a long and sometimes arduous process, it can be lost in an instant. That’s why first-party data must be protected like the Crown Jewels.

    Image showing the five key elements of a first-party data strategy

    Components of a first-party data strategy

    Security is essential to any first-party data strategy, and for good reason. As Gartner puts it, a business must find the optimal balance between business outcomes and data risk mitigation. Once security is baked in, attention can turn to the different aspects of the strategy.

    Data collection

    There are many ways to collect first-party data ethically, within the law and while complying with data privacy regulations, such as Europe’s General Data Protection Regulation (GDPR). Potential sources include :

    Website activityforms and surveys, behavioural tracking, cookies, tracking pixels and chatbots
    Mobile app interactionsin-app analytics, push notifications and in-app forms
    Email marketingnewsletter sign-ups, email engagement tracking, promotions, polls and surveys 
    Eventsregistrations, post-event surveys and virtual event analytics
    Social media interactionpolls and surveys, direct messages and social media analytics
    Previous transactionspurchase history, loyalty programmes and e-receipts 
    Customer service call centre data, live chat, chatbots and feedback forms
    In-person interactions in-store purchases, customer feedback and Wi-Fi sign-ins
    Gated contentwhitepapers, ebooks, podcasts, webinars and video downloads
    Interactive contentquizzes, assessments, calculators and free tools
    CRM platformscustomer profiles and sales data
    Consent managementprivacy policies, consent forms, preference setting

    Consent management

    It may be the final item on the list above, but it’s also a key requirement of many data privacy laws and regulations. For example, the GDPR is very clear about consent : “Processing personal data is generally prohibited, unless it is expressly allowed by law, or the data subject has consented to the processing.”

    For that reason, your first-party data strategy must incorporate various transparent consent mechanisms, such as cookie banners and opt-in forms. Crucially, you must provide customers with a mechanism to manage their preferences and revoke that consent easily if they wish to.

    Data management

    Effective first-party data management, mainly its security and storage, is critical. Most data privacy regimes restrict the transfer of personal data to other jurisdictions and even prohibit it in some instances. Many even specify where residents’ data must be stored.

    Consider this cautionary tale : The single biggest fine levied for data privacy infringement so far was €1.2 billion. The Irish Data Protection Commission imposed a massive fine on Meta for transferring EU users’ data to the US without adequate data protection mechanisms.

    Data security is critical. If first-party data is compromised, it becomes third-party data, and any customer trust developed with the business will evaporate. To add insult to injury, data regulators could come knocking. That’s why the trend is to use encryption and anonymisation techniques alongside standard access controls.

    Once security is assured, the focus is on data management. Many businesses use a Customer Data Platform. This software gathers, combines and manages data from many sources to create a complete and central customer profile. Modern CRM systems can also do that job. AI tools could help find patterns and study them. But the most important thing is to keep databases clean and well-organised to make it easier to use and avoid data silos.

    Data activation

    Once first-party data has been collected and analysed, it needs to be activated, which means a business needs to use it for the intended purpose. This is the implementation phase where a well-constructed first-party strategy pays off. 

    The activation stage is where businesses use the intelligence they gather to :

    • Personalise website and app experiences
    • Adapt marketing campaigns
    • Improve conversion rates
    • Match stated preferences
    • Cater to observed behaviours
    • Customise recommendations based on purchase history
    • Create segmented email campaigns
    • Improve retargeting efforts
    • Develop more impactful content

    Measurement and optimisation

    Because first-party data is collected directly from customers or prospects, it’s far more relevant, reliable, and specific. Your analytics and campaign tracking will be more accurate. This gives you direct and actionable insights into your audience’s behaviour, empowering you to optimise your strategies and achieve better results.

    The same goes for your collection and activation efforts. An advanced web analytics platform like Matomo lets you identify key user behaviour and optimise your tracking. Heatmaps, marketing attribution tools, user behaviour analytics and custom reports allow you to segment audiences for better traction (and collect even more first-party data).

    Image showing the five steps to developing a first-party data strategy

    How to build a first-party data strategy

    There are five important and sequential steps to building a first-party data strategy. But this isn’t a one-time process. It must be revisited regularly as operating and regulatory environments change. There are five steps : 

    1. Audit existing data

    Chances are that customers already freely provide a lot of first-party data in the normal course of business. The first step is to locate this data, and the easiest way to do that is by mapping the customer journey. This identifies all the touchpoints where first-party data might be found.

    1. Define objectives

    Then, it’s time to step back and figure out the goals of the first-party data strategy. Consider what you’re trying to achieve. For example :

    • Reduce churn 
    • Expand an existing loyalty programme
    • Unload excess inventory
    • Improve customer experiences

    Whatever the objectives are, they should be clear and measurable.

    1. Implement tools and technology

    The first two steps point to data gaps. Now, the focus turns to ethical web analytics with a tool like Matomo. 

    To further comply with data privacy regulations, it may also be appropriate to implement a Consent Management Platform (CMP) to help manage preferences and consent choices.

    1. Build trust with transparency

    With the tools in place, it’s time to engage customers. To build trust, keep them informed about how their data is used and remind them of their right to withdraw their consent. 

    Transparency is crucial in such engagement, as outlined in the 7 GDPR principles.

    1. Continuously improve

    Rinse and repeat. The one constant in business and life is change. As things change, they expose weaknesses or flaws in the logic behind systems and processes. That’s why a first-party data strategy needs to be continually reviewed, updated, and revised. It must adapt to changing trends, markets, regulations, etc. 

    Tools that can help

    Looking back at the different types of data, it’s clear that some are harder and more bothersome to get than others. But capturing behaviours and interactions can be easy — especially if you use tools that follow data privacy rules.

    But here’s a tip. Google Analytics 4 isn’t compliant by default, especially not with Europe’s GDPR. It may also struggle to comply with some of the newer data privacy regulations planned by different US states and other countries.

    Matomo Analytics is compliant with the GDPR and many other data privacy regulations worldwide. Because it’s open source, it can be integrated with any consent manager.

    Get started today by trying Matomo for free for 21 days,
    no credit card required.