Context
Some of your customer‘s data, such as personal information (name, email, billing address, etc.), is considered personal data. ProAbono offers an Anonymization procedure to help you comply with relevant regulations, such as the European General Data Protection Regulation (GDPR).
How does it work?
The procedure performs a series of actions to eliminate all traces of personal data from the ProAbono database:
- Deletion of the customer’s Email
- Deletion of the sent email history
- Deletion of the customer’s recent activity
- Deletion of the webhook notification history
- Deletion of any configured subscriptions (with ‘initialized’ status)
- If the customer is a company (the Company field is present in the billing address):
- Replacement of the customer’s Name with the company name
- Deletion of the Name / First Name / Phone fields from the billing address
- If the customer is an individual (the Company field is empty):
- Deletion of the customer’s Name
- Deletion of the Name / First Name / Phone / Address fields from the billing address
If the customer is not a company, the entire address except for the country (required for accounting purposes) will be deleted.
Anonymization is not available for active customers. Therefore, all subscriptions for the customer must be interrupt, invoices must be paid or voided, and the customer’s balance must be zero before anonymizing the customer.
The anonymization procedure we provide is not mandatory. If you have specific cases and store personal data in other fields, you can still perform your own cleanup via API on the relevant fields.
Procedure
1) Select the relevant customer
- Click on “Subscribers” from the left menu.
- Access your customer’s profile by searching for them using the search engine or the customer list.
2) Access the dedicated actions page
- Open the “Actions” menu
- Click on the “Privacy & Security” button.
3) Go to the customer’s profile
- Click on the “Anonymize” button.
- Confirm your action by clicking on the “Yes, I am sure” button.
For further information
To anonymize your customers via API, refer to our dedicated documentation.