With the new GDPR legislation in force as of May 2018, we’ve introduced some enhancements around the management of personal data.
Permissions & preferences
An audit trail of a members changes in permissions and preferences are logged against their contact record and available in contact activity.
Searching permissions and preferences
- Click the Contacts tab.
- Under the search bar, click the advanced search button
- In the first box (on the left), click
- From the 'select group' drop-down list, select Permissions & preferences.
- Select the field you want to use for your search.
The following actions are captured and stored for each contact:
- Confirming a new channel
- Opting in to opt-in categories
- Opting out of opt-in categories
- Subscribing
- Unsubscribing
- Enrolling in loyalty
- Withdrawing from loyalty
- Spam complaints
- Being excluded from/included in processing
- Changes in their loyalty state (e.g. unconfirmed to confirmed)
For each of the above actions the following will be logged in contact activity (edit the contact to view their contact activity, then select the Permissions and preferences tab):
- Created Date: The date/time the action occurred.
- Source: The source of the action (e.g. Horizon, a link click, via web services)
- Activity: The type of activity that occurred.
- Channel: The channel associated to the activity.
- Description: A description of the activity, which includes details of channels.
- Author: Who carried out the activity, the contact of an admin user.
Exclude from processing
A new checkbox called ‘Exclude from processing?’ has been added to the contact record. If this is checked, the contact will be removed from any rule-based processing. This includes Personas, Lifecycle stages, rule, combined & map groups, tags and Relationship scores calculations.
It is possible to search and segment on contacts that are either included or excluded from processing.
- Click the Contacts tab.
- Under the search bar, click the advanced search button
- In the first box (on the left), click
- From the 'select group' drop-down list, select General details.
- Click the arrow in the lower right corner, to go to the second page.
- Click 'Select' to the right of the 'Exclude from processing?' field.
- You'll be taken back to the Contacts screen. From the right-hand drop-down list, you can choose 'true' or 'false'.
- Click 'Search'
Right to be forgotten
If a customer wishes to have their personal data permanently deleted, this can be done by an admin user deleting the customer through the Horizon (remember to clear the recycle bin too). Processes run every 24 hours to obfuscate the personal information associated to each customer recorded that has been deleted. An audit is kept meaning that we never end up restoring someone's personal data from backups.