Why do I need this feature?
Processing your data privacy requests promptly ensures that you stay compliant with data privacy laws, giving the customer a great privacy experience, and helping build brand trust.
Step-by-step:
From the Enzuzo admin app home screen, click on the Requests dropdown and select the Active Requests tab from the sidebar.
From the list of requests, select the data request you would like to process. Clicking on it will open up the request details in a drop-down.
Note: The customer will have to confirm their email address before you can process the data request. If they have not confirmed their email yet, you can resend the email confirmation by clicking on the green Resend Confirmation button in the bottom right corner.
Review the data request type:
Unsubscribe customer: Remove customers from marketing communications.
Delete customer: Remove customers from your CRM or from Shopify Customers.
Information: Send the customer a copy of the personal information you have in your records.
Process the request: The processing of a request is a multi-step process. An example of a request workflow is to follow:
View the request. If you deem the request valid, you need to accept the request before you begin processing the data request.
Review/Set up tools: Our current system does not have any automated tools so it's best to audit your website to see which tools may be storing user data. In the above example, you can see three tools have been defined (SalesForce, HubSpot, and Marketo). If additional tools are needed, then click on the cog next to an existing service to bring up the third-party tools management dialog. Shown here:
Add to Tools: Add user to specific tools. In another example, we have a customer who has created an information request. After looking through your website/tools (in this example SalesForce) you find the user and all the information you have on them. In the SalesForce column heading you will now see a plus icon. This icon allows you to add this customer to the SalesForce tool.
Tool Confirmation: After adding the user to the tool you will notice that the UI changes slightly to indicate the specified tools the user is a part of. It is also at this part of the processing process to cross reference your system for all places where this specific users information shows up.
Tool Added:
*Shopify users: Shopify is the only system we are currently fully integrated with. That means if a customer makes a request for information, we will automatically be able to tell you if the customer is in fact on your customer list. This also means that if a customer requests deletion or an unsubscribe we can automatically process this via Shopify API.
All Tools Confirmed:
Review and Send: Once you are done managing tools and data you can now click on the Review and Send Button.
Complete the Request: A customizable email template pop-up will open, which will automatically include the information requested by the customer. You can edit the standard email template text before selecting the Send to Customer button.
Click the Send to Customer button to complete the data privacy request.
Once your data request has been completed it will show in the Completed Requests tab with the completion date and details.