Page 42 - DWN Regional Leader Handbook_October_2023

Key Information KEAP PRIVACY POLICY Key Information

Our privacy policy is in place to protect our members’
KEAP (previously known as InfusionSoft) is our CRM
• Member records
In no circumstances can we give out any personal
4 system which we use for: details. 4
• Member’s event history
• Sending email broadcasts details to anyone out-side of Dairy Women’s Network
without the prior consent of that member. This
• Viewing member demographics includes the giving of information to Network Partners,
• Event attendee lists presenters of workshops, regional events and course
facilitators. We have always been the conduit between
There are instructions on SharePoint that will help you external parties and our members.
do the following: Any requests for member information should be
• Send an email broadcast directed to the Head Office and no information is to be
• View the email broadcast reports given directly.
• View Regional Group Members
• View custom fields in saved searches - this can be
used for viewing the demographics of the members
in your region

KEAP instructions can be found on
SharePoint -> Training and Development -> Read more on our Privacy Policy
KEAP