Keep data collection minimal
Only keep data you need to run campaigns and support users.
Extra data adds risk, extra support work, and extra compliance pressure.
Know who is responsible
Your team decides who to contact and what to send. The app provides the workflow and reports.
Because of that, your team still needs a clear process for privacy requests and data cleanup.
Use one request workflow
Do not handle access or deletion requests in random chats and inbox threads.
Use one support path so requests are tracked and completed consistently.
- Confirm requestor identity.
- Record request date and owner.
- Send a clear completion summary.
Keep trust and legal pages current
Users and partners check these pages first when they have privacy concerns.
If product behavior changes, update docs quickly so people do not see conflicting information.
Review your process monthly
Run a short monthly review and fix repeat support pain points.
Repeated questions usually mean your docs or onboarding steps are unclear.
Privacy workflow checklist
Keep this checklist visible for everyone handling support or compliance tickets.
- Data purpose is documented
- Retention rules are clear
- Request workflow is used every time
- Trust/legal pages are up to date
- Escalation owner is known
Open Help Center
Step-by-step setup and troubleshooting guides.
Review Legal Docs
Privacy policy, terms, DPA, and data request details.