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Customer consent and privacy tools

Review contact permissions and handle customer data requests using the controls available to your role.

  1. 1

    Check consent before a campaign

    A purchase or imported contact does not itself establish marketing consent. Review consent and opt-out information in the customer and compliance screens. Do not reimport a contact to work around an opt-out.

    Open this screen
    CSV import and existing-consent confirmation before uploading
    CSV import and existing-consent confirmation before uploading. Arabic interface shown; use the corresponding labels in your chosen language. Your available options and saved values may differ. Open the image to enlarge.
  2. 2

    Export or request deletion carefully

    Authorized staff can use the customer export/deletion tools and inspect the audit trail. Verify the customer's identity, scope and request before taking action. Read the deletion confirmation; it is not the same as closing a conversation or ticket.

  3. 3

    Collect only what the task needs

    Use the intended payment and return forms for their purpose, and restrict staff access. Do not ask for passwords, verification codes or full payment-card credentials in chat. Remove private customer information from screenshots shared outside the team. Product tools help your process; they do not replace your organization's privacy policy or legal assessment.

Still need help?

Tell us what you are trying to do and where you got stuck. Do not include passwords, verification codes or private customer details.

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