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Setup & Administration

Compliance (KVKK) and consent management (IYS)

Disclosure and consent texts, retention and disposal policy, data subject requests, per-person data package and anonymization, access trail; evidenced IYS consents, automatic consent sources, send gates and the IYS file.

4 min readUpdated: September 5, 2026Türkçe oku

Setup > Compliance#

Three tabs: Controller and Preferences, Disclosure and Consent Texts, Compliance Tools.

Controller and preferences

  • Legal name, address, request e-mail, registry number and contact person are merged into the texts.
  • Mandatory 2FA and disable AI assistant apply org-wide; with AI off, record data never reaches an AI provider.

Disclosure and explicit consent texts

  • The text adds industry paragraphs based on your licensed apps: special-category health data for clinics, identity reporting for hospitality, employee data for HR, professional secrecy for law firms.
  • Retention periods come from your Object Manager policy; international transfer from hosting and your AI preference.
  • Whenever the text changes on save, a version number increments; IYS consent records carry the version they were given under.
Note: The texts are drafts; confirm with your legal counsel before publishing.

Retention and disposal policy

In Object Manager > object > Retention choose a period (3 months to 10 years) and what happens afterwards: anonymize or delete permanently. The job runs nightly on the server and is written to the audit log as kvkk_saklama. For objects with statutory retention (invoices), set the period accordingly.

Data subject requests (art. 11)

  1. Under Compliance Tools click Set up the request object: a Requests tab and record form (type, channel, date, related person, outcome) are created.
  2. Each request has a 30-day counter; requests within 7 days of the deadline or overdue appear in the Platform home Attention list.
  3. For access and portability requests use Data package (person plus linked tasks, events, cases, opportunities and posts as one JSON); for erasure use Anonymize (personal fields cleared, business records kept). Both are audit-logged.

Record access trail

Who viewed which record and when: the table under Compliance Tools (one entry per user and record per 10 minutes, kept for 2 years). File access is tracked separately under Files.

IYS360: commercial message consents#

Enabled from Marketplace > System Add-ons. The Consents card on contact and lead records manages three channels (call, message/WhatsApp, e-mail).

Evidenced consent record

  • Per channel: status (Approved / Refused / Unknown), time of consent, source, the user who entered it, IP and text version.
  • Recipient type Individual / Merchant; contacts linked to a company and leads with a company default to Merchant.

Where consent comes from

  • Web form: when the consent box in the Web-to-Lead snippet is ticked, the lead's e-mail and message consent become Approved with source Website, IP and timestamp.
  • Newsletter360: the subscription form sets the contact's e-mail consent to Approved; the unsubscribe link in mails sets it to Refused.
  • Manual: from the card, with sources such as wet signature, call center or event.

Send gates

  • Marketing360 bulk e-mail: only recipients with Approved e-mail consent.
  • Record e-mail and Newsletter360 sends: recipients with Refused e-mail consent are blocked on the server.
  • WhatsApp button: no send when message consent is Refused; a warning when Unknown.

The IYS file

From the IYS card on the Marketing360 home page: Export all or Export changes (since the last file). Columns match the IYS bulk upload: consent type, recipient (+90 phone or e-mail), recipient type, status, timestamped date, source code (HS_*). The card warns when unreported refusals are older than 3 business days.

  1. Enter controller details and save the texts (a version is created).
  2. Set retention periods in Object Manager.
  3. Enable IYS360, record existing consents from the card or via import, and update the web form snippet with the consent box.
  4. Only then open bulk sends; export and upload the IYS file regularly.
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