Privacy & Compliance

We've added a section for you to enter your GDPR information as well as view and accept our updated data policy. Enabling GDPR gives you access to special tools that will help you manage persona data. Go to Admin> Settings> Privacy and Complianc...

Overview What is the General Data Protection Regulation (GDPR)? The GDPR is the European Union’s new, comprehensive privacy and data protection law that took effect on May 25, 2018. The primary aim of the GDPR is to regulate how the pers...

According to GDPR, a person residing in the EU may choose to exercise their "Right to Erasure" (also known as "Right to be Forgotten.) IMPORTANT NOTE ! This request can be performed at your discretion, especially if this person has outstanding bu...

When obtaining consent on a web form or landing page , you'll need to know how to apply a tag when someone checks a box, then submits the form. Apply a tag to a web form checkbox Drag a Checkbox snippet below the opt-in feilds, above the submit...

Please create GDPR tags as follows: Important! If you downloaded and installed the GDPR Readiness Campaign, these tags will have been automatically created for you. So make sure you don't create a duplicate set of tags! Go to CRM > Settings an...

It's recommended to create a process to view and prune contacts in which you no longer have a lawful basis to process a contact's data. This can be done by creating a saved search on your homepage dashboard for contacts that do not have a GDPR tag a...

When someone purchases from you, you should apply a tag called, Performance of Contract in order to help be compliance with GDPR law. Performance of a contract means that the contact purchased a good or service from you and you feel that you have La...

Infusionsoft is compatible with HIPAA. Here is what you need to know A new Admin Settings section labeled, Privacy  has been added. It contains a new toggle button called HIPAA Security Controls . It is used to indicate to Infusionsoft that ...

GDPR requires that your Privacy Policy be available on any page that collects personal information. Link to a Privacy Policy on a Web Form Drag a Paragraph snippet below the Submit button. Type "Privacy Policy", hightlight and click the L...

These instructions will help you download and configure the GDPR Helper Campaign. The purpose of this campaign is to help you better manage the personal information that you store for persons residing in the European Union which is covered by GDPR l...

Watch the GDPR Webinar View the GDPR Readiness Guide View the GDPR FAQ Guide Enable GDPR Settings in your app After enabling GDPR, learn how to anonymize a contact Install the GDPR Helper Campaign Add a Privacy Policy to your...

Introduction The HIPAA Security Controls toggle button is used to indicate to Infusionsoft that your business is regulated by HIPAA and that your Infusionsoft app contains Protected Health Information (also known as "PHI".) It should only be acti...