Consent Management for Loyalty Management

Honor and respect your customers’ wishes when they request only specific forms of contact from your company or opt-out of certain types of data-sharing. We provide details to help you determine the best way to comply with the data protection and privacy regulations that apply to your company.

Required Editions

Available in: Professional, Enterprise, Developer, and Unlimited Editions.

Many data protection and privacy regulations require you and your company to honor people’s requests about how you use their data. We’ve listed a few of the regulations that are important to many companies collecting and processing their customers’ data.If you have customers or users who request specific methods of contact from your company, review these common requests and the procedures related to them.

General Data Protection Regulation (GDPR), European Union
California Consumer Privacy Act (CCPA), United States
Canada’s Anti-Spam Law (CASL)

Common Customer Request	Actions to Consider	Things to Consider
My loyalty program member wants to opt out of phone and email communications.	Manage Contacts	Delete information in these fields for customer records. Phone Mobile Email And in those records, select these options. Email Opt Out Do Not Call
A customer in California asked us not to sell or transfer their data to third parties.	Set Up Tracking and Storage of Certain Data Privacy Preferences Use the Consent API Strengthen Your Data's Security with Shield Platform Encryption	Honor your customers' wishes when they request specific forms of contact from your company or opt-out of certain types of data-sharing. The data privacy fields help you track a wide range of opt-out and privacy preferences. To reduce the chances of inadvertently revealing sensitive information, encrypt fields that contain personal information using Shield Platform Encryption. If any third-party integrations are within the scope of the request, pass the request along to those vendors.
A loyalty program member who lives in California canceled membership in the program, and asked us to delete their personal data.	Set Up Tracking and Storage of Certain Data Privacy Preferences Data Deletion for Loyalty Management Data Access and Export for Loyalty Management	Honor your customers' wishes when they request restricting or deleting their personal data. Look for customer data in other records, including Contact, Account, and Member. Offer customers an exported copy of their data before your company deletes it. If any third-party integrations contain the customer’s personal data, ask those vendors to delete it. That way, you prevent the data from repopulating into Loyalty Management.

Common Customer Request

Actions to Consider

Things to Consider

My loyalty program member wants to opt out of phone and email communications.

Manage Contacts

Delete information in these fields for customer records.

Phone
Mobile
Email

And in those records, select these options.

Email Opt Out
Do Not Call

A customer in California asked us not to sell or transfer their data to third parties.

Set Up Tracking and Storage of Certain Data Privacy Preferences

Use the Consent API

Strengthen Your Data's Security with Shield Platform Encryption

Honor your customers' wishes when they request specific forms of contact from your company or opt-out of certain types of data-sharing. The data privacy fields help you track a wide range of opt-out and privacy preferences.

To reduce the chances of inadvertently revealing sensitive information, encrypt fields that contain personal information using Shield Platform Encryption.

If any third-party integrations are within the scope of the request, pass the request along to those vendors.

A loyalty program member who lives in California canceled membership in the program, and asked us to delete their personal data.

Set Up Tracking and Storage of Certain Data Privacy Preferences

Data Deletion for Loyalty Management

Data Access and Export for Loyalty Management

Honor your customers' wishes when they request restricting or deleting their personal data. Look for customer data in other records, including Contact, Account, and Member.

Offer customers an exported copy of their data before your company deletes it.

If any third-party integrations contain the customer’s personal data, ask those vendors to delete it. That way, you prevent the data from repopulating into Loyalty Management.