Industry context

Marketing automation and customer data in healthcare and life sciences

We set up marketing automation so every journey uses only the data and consent it is allowed to use.

Hand placing a sticky note on a workshop wall of blank notes

Marketing automation joins customer data, consent and campaign tools, so the first job is deciding which data may be used for which message. We set up the data connections, consent capture and journey templates, then train the team that will run campaigns.

Healthcare providers, insurers and life sciences companies work under patient safety obligations and strict health data rules. Clinical leaders, privacy officers and IT need to agree how data is accessed and shared before anything is configured. Marketing consent falls under the UAE PDPL and the Saudi PDPL, and TDRA and CST set the rules for SMS sender registration, so we configure channels market by market.

After stabilisation we hand over to your teams or keep running the service with you.

Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.

What the work covers

We design, deliver and stay until operation is stable, with evidence your procurement and risk teams can rely on.

  • Customer data and consent

    Profiles built from agreed sources, with consent and contact preferences recorded and enforced.

  • Journeys and campaigns

    Journey templates, segments and message approval steps configured for your teams.

  • Measurement

    Campaign and journey results reported against agreed measures, with control groups where useful.

  • Health regulators and exchanges

    We work within the requirements of the authority that licenses you: DOH in Abu Dhabi, DHA in Dubai or MOHAP in the UAE, or the Ministry of Health, the Saudi Food and Drug Authority and the National Health Information Center in Saudi Arabia. In Saudi Arabia, health insurance claims follow the Council of Health Insurance's rules through NPHIES, and public hospitals are grouped into health clusters under Health Holding. Integration with exchanges such as Malaffi, Nabidh, Riayati and NPHIES is planned where your services use them.

  • Channel set-up

    Email, SMS, app and WhatsApp channels configured with sender registration and opt-out handling.

  • Bilingual content

    Arabic and English templates, with right-to-left layouts tested on the devices customers use.

Signs you are ready to start

Marketing automation is ready to start when consent is recorded reliably and the team has a first journey it wants to run.

  • The clinical or business owner of each workflow in scope has been named.
  • Marketing and the privacy office have agreed which data may be used in which channels.
  • The first journeys, and the measure each one should move, have been chosen.

Plan marketing automation and customer data in healthcare and life sciences

Tell us where you are today and which dates matter. We will propose a first phase with scope, owners and an itemised quotation.

Talk to our team