Data Retention
- Barnaby Murtagh (Unlicensed)
What does it do?
Our data retention functionality allows users to delete data from the platform after a specified amount of time has passed.
With Data Retention Whitelisting, a user can select certain (non PII) form fields that can be kept when leads reach the end of the retention period.
| Action | Description |
|---|---|---|
1 | User can select any field on the Data Retention Whitelist | On the Data Retention whitelist page. All the fields are represented with checkboxes and can be selected. |
2 | User save their field selection. | Within the platform user are able to save their data retention whitelist field selections. |
3 | User can select the data retention duration | This allows users to set the number of days that data is retained. |
What use case(s) does this apply to?
Content syndication
Why would clients find this useful?
Users will find this useful if they need to delete data from the platform that is time sensitive or they are required to delete data after set time period
Users are able to select (non PII) form fields that be kept after the retention time period expires
Examples of how it would be implemented?
All fields that currently exist on a lead will be displayed on the Data Retention Whitelist page.
Users select the fields from the Data retention page. Their selection will keep the fields when the data retention process runs. This can include Form Data, as well as any enrichment data generated after the lead has been processed.
Users can also Enter the number of days they wish to retain the data for.