How Digital Marketers Should Prepare for the DPDP Act Before May 2027

How Digital Marketers Should Prepare

Every enquiry form on your website is data protection decision. Most businesses just haven’t made it on purpose yet.

Think about a typical healthcare enquiry form. A patient types their name phone number country and a short description of their condition. Sometimes they attach medical reports. One click later that information is sitting in an inbox a CRM a WhatsApp chat and maybe a Google Sheet the sales team shares.

India’s Digital Personal Data Protection Act 2023 decides what you are allowed to do with that information. Its main obligations for businesses start on 13 May 2027. That’s roughly six months away and fixing forms CRMs and vendor contracts takes longer than most teams expect.

At HireWebPro Solutions we build and run websites and campaigns for clients including healthcare businesses where the data is personal and sensitive. This guide is what we’re walking our own clients through: what the Act means for day-to-day marketing what to change first and what you can safely leave alone.

The DPDP Act in plain terms

The Act covers digital personal data processed in India. That includes data of foreign nationals so a medical tourism business collecting enquiries from patients in Nigeria or Sri Lanka is still covered.

Three roles matter:

Data Principal:

the person the data is about. Your lead patient or subscriber.

Data Fiduciary:

the business that decides why and how the data is used. Usually the hospital clinic or brand.

Data Processor:

whoever handles the data on the fiduciary’s behalf. Often the agency the CRM provider or the email platform.

This is the key point that agencies must understand: in conducting lead campaign for clients we are generally the processors and clients are the data controllers. Clients are legally liable for how we deal with their data and the Act requires this relationship to be documented by a formal agreement. So if your agency agreement does not refer to personal data correct this before May 2027.

The Act establishes principles while the DPDP Rules 2025 issued on 13 November 2025 clarify the details in practice namely what must be stated in a privacy notice how breaches are to be reported and how long personal data may be retained.

Follow one lead: where the data actually goes

A single enquiry touches more systems than most clients realise. Take a medical tourism website like MJ Healthcare which we developed. International patients can submit a query with their medical reports book a callback or start a WhatsApp chat.

One patient enquiry can end up in five places within an hour:

  • The website form which stores the submission and any uploaded reports.
  • Email inboxes where the form notification lands.
  • WhatsApp where the coordinator follows up.
  • A CRM or spreadsheet where the lead is tracked.
  • Partner hospitals which receive the reports to prepare a treatment plan and cost estimate.

One patient enquiry reaches five places

Data Flow

Every one of those is a place the data has to be secured a place someone might ask you to delete it from and a place a breach could happen. If you can’t draw this map for your own site that’s your first job.

When we mapped this flow for one of our healthcare clients three fixes stood out:

We removed an unused field.

The enquiry form asked for details nobody on the team ever used. Removing the field meant less personal data to protect and a shorter form for patients to fill in.

We moved report uploads off email.

Medical reports were arriving as email attachments and getting forwarded between inboxes. Now they stay in one secured place and the notification email only says that a new enquiry has arrived.

We restricted who can export the CRM.

Before anyone with a login could download the full lead list. Now only named people can export it and everyone else sees only the records they’re working on.

None of these changes took long and the client didn’t lose a single feature. Each one made the data easier to find protect and delete when a patient asks.

Consent: what changes on your forms

The biggest revelation is easy to get your head around: Sending a response to a lead and marketing to the lead are two different things.

If for instance an individual completes a form requesting a quote the Act considers it reasonable to use their information to respond if your use is limited to their request. Using their information to send newsletters or seasonal special offers or to add the individual to a remarketing list would be another purpose. You would need their permission for that.

According to the Act valid consent must be: freely; specific; informed; unconditionally; unambiguously; and through a clear affirmative action. For a website form this can be:

  • No pre-ticked boxes. “I’d like to receive offers” must be unticked by default.
  • One purpose per checkbox. Don’t bundle “contact me about my enquiry” with “send me marketing”.
  • Don’t make marketing a condition. The form should still submit if the box is left unticked.
  • Make withdrawing easy. It must be as easy to withdraw consent as it was to give it. A working unsubscribe link and a clear email address cover most cases.

The notice matters too. The Rules expect it to stand on its own in plain language listing the data you collect and why. A link to a 4000-word privacy policy in the footer won’t be enough on its own.

  • A quick test we use with clients: for every field on a form ask “what will we actually do with this?” If the answer is “might be useful later” delete the field.

Children’s data: the rule most marketers miss

Under the DPDP Act anyone under 18 is a child. That’s stricter than many marketers assume.

Parental consent is required for children’s data under the Act. It prohibits behavioral tracking and child targeted advertising.

This matters if your client is a school coaching institute ed tech platform pediatric clinic or youth brand. Retargeting website visitors or sending student inquiry lists to Meta for lookalikes may be unethical.

If a client’s audience includes under-18s plan the campaign around parents as the audience and take legal advice before using any tracking.

Google Ads Meta CRMs and WhatsApp

Using a big-name platform doesn’t make you compliant. Google Meta and your CRM provider have their own obligations. Yours stay with you.

The places we see the most risk:

Customer list uploads.

Uploading enquiry emails or phone numbers to Google or Meta for Customer Match or custom audiences is a marketing use. Make sure those people consented to it.

Meta and Google lead forms.

The lead lands in the platform first then syncs to your CRM. Check what the form’s disclaimer says and whether your follow-up stays within it.

WhatsApp follow-ups.

Coordinators often use personal phones. When they leave the patient chats and reports leave with them. A WhatsApp Business account owned by the business fixes most of this.

Shared spreadsheets.

A Google Sheet of leads shared by link with “anyone can view” is a breach waiting to happen. Restrict it to named people.

Exports.

Limit who can export the full CRM. Most team members only need the records they’re working on.

Before any campaign goes live answer three questions in writing: what data will this collect where will it go after collection and what is each use based on consent or a legitimate use?

Rights requests and data breaches

Beginning in May 2027 individuals will be able to inquire about the personal data held by businesses request the data to be amended and/or deleted and complain if their request is not honored. Individuals can also appoint someone to act on their behalf in this matter.

In real life the problem isn’t the law but the ability to locate the data. If a patient demands to be removed from all records will your company be able to find all copies of that record and remove them from every source including the form plugin inbox WhatsApp and spreadsheet? In many cases deletion is not an absolute option because other laws may require some records to be kept.

Set up three things now:

One contact point

for privacy requests published on the website.

One owner

inside the business who handles them.

A simple log

of each request: date received what was asked and what was done.

Breaches need a plan too. If personal data is leaked or accessed by the wrong person the Rules require you to tell the affected people and the Data Protection Board without delay followed by a detailed report to the Board within 72 hours. An agency that spots a breach in a client’s system must tell the client straight away so put that in your contract.

Timeline and penalties

The Act is coming into force in three stages set by the notification of 13 November 2025:

Jay Methew

Jay Methew is a passionate web developer and designer dedicated to building high performance, user focused digital experiences. With a strong foundation in modern coding standards, responsive design, and UI/UX strategy, Jay transforms complex ideas into clean, functional websites that drive engagement and business growth. He combines technical precision with creative thinking to craft websites that are fast, secure, and visually compelling across all devices. From custom WordPress development to scalable eCommerce solutions and performance optimization, Jay focuses on delivering solutions tailored to each brand’s goals. His approach blends innovation, usability, and strategic design to ensure every project stands out in today’s competitive digital landscape.