IMPORTANT: In regards to the contacts' personal data you import to Retently we only act as a Processor and can share with you only the data we are processing. If there is any other Personal Data you are collecting and processing outside of Retently, you are solely responsible to provide such data to your contacts (data subjects).
Your contacts can request to access, edit or delete their data that Retently processes, or opt out of surveys and withdraw their consent by clicking on the Unsubscribe button in a survey.
Next, they will be redirected to the Unsubscribe page where they can choose to unsubscribe from future surveys. If a contact unsubscribes, this automatically opts them out of future surveys and you will not be able to contact them through Retently.
If a contact instructs you to resubscribe them to surveys, and you have their written consent, you can follow this tutorial to learn how to resubscribe them.
On the Unsubscribe page, the contact will also find a link enabling them to access, edit or delete their personal data that you're processing using Retently.
When the contact clicks the link an email notification will be sent to you, as the Account Owner, or to your Data Protection Officer (DPO), if you have one appointed in your account. If you have invited other people to join your Retently account and have assigned the Admin or User statuses to them, they will not receive the above-mentioned notification.
Read our article to learn how to add more users to your account.
The next step will be for you to get in touch with your contact and ask for more details on their request.
Access contact data
If a contact has asked you to send them over the Personal Data you are processing using Retently, you can do so by going to the Contacts page, typing the contact's name or email address in the search field, and clicking on the Export filtered customers option. The contact's Personal Data will be downloaded in a CSV format file.
If required, you can also send contacts all the responses they have given you. All you have to do is access the Feedback page, write the contact's email address or name in the search field and finally click on the Export filtered responses option. All the contact's responses will be downloaded in a CSV format file.
Edit a contact's data
To edit a contact's Personal Data, access their profile by clicking their name anywhere in the app, and choose the Edit option from the Actions drop-down menu.
You will be prompted with a form with the contact’s existing data, which you can change as requested by them.
Withdraw a contact's consent or delete data
If a contact withdraws the consent to have their data processed by Retently, you can simply choose to unsubscribe the contact from the Contacts page or from their profile page.
To delete all their data altogether, choose the Delete option.
