GDPR - Customer Accounts

Customizing the account deletion button

The account deletion button allows your customers to delete their account without your intervention. To enable the deletion button:

1. Go to GDPR Customer Accounts › Configuration
2. In Customer Deletion Button, go to the Account Deletion Button section
3. Tick the box Enable the Customer Data Deletion Button

Choosing the type of call to action

When implementing the button, choose the type of call to action between a button and a hyperlink.

Personalizing the text

In the configuration section of the app, you can customize the texts related to data deletion.
To translate the text into different languages, go to setting up your language preferences.

Data deletion request text

The data deletion request text corresponds to the text written on the button located on the customer account.

Data deletion request cancel text

The data deletion request cancel text refers to the text that is displayed to customers when they cancel a request.

Data deletion request confirmation text

The data deletion request confirmation text refers to the message that is sent to customers to confirm that their personal data will be deleted from your store, as requested.

The {date} and {days} placeholders can be used to apply the final deletion date and the number of days.

Data deletion request cancellation confirmation text

The data deletion request cancellation confirmation text is a message displayed on the customer account page to confirm that their request to cancel a data deletion request has been received and processed.

Customizing the confirmation popup

After installing the Data Privacy Policy Consent checkbox in your theme, customize the confirmation popup that will appear went triggering the deletion button.
To translate the text in different languages, go to Setting your languages preferences:

Enable the confirmation popup

1. Scroll down to Confirmation Popup
2. Tick the box Request Customer Confirmation to enable the Customer Confirmation Popup

Popup title

Enter your customized text in the Confirmation Popup Title field

Popup message

Enter your customized text in the Confirmation Popup Message field

Button text

Enter your customized text in the Confirmation  Button Text field

Cancel button text

Enter your customized text in the Cancel Button field

Blocking checkout order

The purpose of blocking checkout orders is to prevent the ordering process when there is missing or invalid information.

1. Go to the sales channel › Online Store
2. Click on the Themes section and Customize
3. Click Home page at the top of the page
4. In the drop-down list, select Checkout
5. Click on the GDPR - Customer Accounts app block on the checkout page of the template
6. Tick the checkbox Allow app to block checkout

Including the app block in Shop Pay

The GDPR - Customer Agreement checkbox will appear in Shop Pay. To display it:

1. Go to the sales channel › Online Store
2. Click on the Themes section and Customize
3. Click Home page  at the top of the page
4. In the drop-down list, select Checkout
5. Click on the GDPR - Customer Accounts app block on the checkout page of the template
6. Tick the checkbox Include app block in Shop Pay

Removing the app block (Shopify Plus)

1. Go to the sales channel › Online Store
2. Click on the Themes section and Customize
3. Click Home page at the top of the page
4. In the drop-down list, select Checkout
5. Click on the GDPR - Customer Accounts app block on the checkout page of the template
6. Click on Remove app block

Customizing Data Privacy Policy Consent checkbox

Checkbox label

After installing the Data Privacy Policy Consent checkbox in your theme, customize the text that will appear next to the checkbox.
To translate the text in different languages, go to Setting your languages preferences:

1. Go to GDPR Customer Accounts › Configuration
2. Go to the Data Privacy Policy section
3. In the sidebar component next to the Checkbox label, type your text

Error message

You can customize the text that appears if the customer doesn’t check the Privacy Policy Consent checkbox.
To translate the text into different languages, go to Setting your languages preferences:

1. In the sidebar component next to Error message if customer doesn’t check the checkbox, type your text

Customizing the Data Privacy Policy Pop-in

In addition to the Privacy Policy Consent checkbox, you can add a pop-in that will be displayed when the customer clicks on the privacy policy link.

Enabling the pop-in

1. Tick the checkbox next to Enable the pop-in

Customizing the privacy policy link

1. Next to Link to the privacy policy, type your text

Selecting the policies to display

In this section, you can select or deselect 4 types of policies to display on your checkout page:

• Privacy Policy
• Terms of service
• Refund Policy
• Shipping Policy

To add or remove them:

1. Go to GDPR Customer Accounts › Configuration
2. Go to the Data Privacy Pop-in section
3. Tick the checkbox of the policy you want to add

Enabling the custom privacy policy

1. Tick the checkbox next to Enable the Custom Privacy Policy
2. Write your custom privacy policy in the text zone below

Create anonymization by criteria

Anonymization by criteria allows you to anonymize your customers according to one or more defined criteria.

1. In the Anonymization by criteria section, click on Create a new configuration

   

2. Choose whether to enable the configuration or not and name it
3. Determine the time period before the final anonymization of customers

4. Define the anonymization criteria:

   • Enter the number of days since the customer's last order
   • Indicate the tags of the affected customer accounts
   • Select a Klaviyo segment that contains the affected customers

   To do this, you need to integrate the app with your Klaviyo account from the Configuration section. Once done, create a segment in Klaviyo by adding your anonymization conditions.
   To learn how to create a segment in Klaviyo, check out their documentation.

5. Check the box Repeat every X days if you want this anonymization to be automated and indicate its frequency
6. Click on Save

Start anonymization by criteria

An anonymization can be started manually only if it is not set to automatic.
To launch an anonymization:

1. In the anonymization by criteria table, locate the line of the anonymization you want to launch and click on the green arrow

   

2. Click on Start

You can view the status of this anonymization from the execution history.

Mass anonymization is not immediate. It becomes effective after a number of days that you can configure corresponding to the “effective date” column in the execution history section. Before this date, you can cancel a mass anonymization.

To cancel an anonymization request, go to the execution history.

View anonymization by criteria

It is possible to access all the information of each configuration from the Anonymization by criteria section.

You get information about:

• Name: given to the configuration when it was created
• Active: whether the configuration is running or not

• Status: the result of the configuration execution

  • Success: an anonymization request could be made for all clients
  • Warning: an anonymization request could not be made for one or more clients
  • Failed: no anonymization request could be made
• Periodicity: the frequency with which the anonymization is repeated
• Next execution
• Last execution

• Criteria:

  • Age of the customer's last order
  • Customer account tags
  • Klaviyo segment
• Delay before final anonymization

• Actions

  • Modify
  • Delete
  • Preview: gives access to the list of customers concerned by anonymization. Allows you to activate the anonymization request by clicking on Start

Mass anonymization is not immediate. It becomes effective after a number of days that you can configure corresponding to the “effective date” column in the execution history section. Before this date, you can cancel a mass anonymization.

Create and start an anonymization by file import

Anonymization by file import allows you to anonymize your customers from a file containing the email addresses of the customers to be anonymized.

1. In the Anonymization by file import section, enter the number of days before the final anonymization of the customers

2. Download the example csv file. It is possible to modify it with Excel or another text editor

   

3. Enter the email addresses of the customers you want to anonymize

   

4. Save the edited file and import it into the application by clicking on add files or dragging it

   

5. Preview the customers you are about to anonymize
6. Activate the anonymization request by clicking on Start

View anonymization by file import

You can view the anonymization by file import in the Execution History section.

Number of requests

The number of requests graph corresponds to the number of customers who proceeded to click on the Deletion Account button over the different periods possible below and validated their request. 

There's a distinction between the requests and the actual deletion process. The deletion process is not immediate and occurs 10 days after the request. (See Number of Deletions)

To determine a period:

1. Go to the home page
2. Click on the calendar under Anonymization Requests
3. Set your custom time period using the calendar or enter dates manually
4. Click Apply

The chart displays two curves: one for the selected period and one for the previous period.

Number of deletions

The number of deletions graph shows the number of accounts deleted during the different periods possible below. 

There's a distinction between the requests and the actual deletion process. The deletion process is not immediate and occurs 10 days after the request. (See Number of Requests)

To determine a period:

1. Go to the home page
2. Click on the calendar under Anonymization Requests
3. Set your custom time period using the calendar or enter dates manually
4. Click Apply

The chart displays two curves: one for the selected period and one for the previous period.

Status of requests

From the home page you have access to different information about the customers’ requests.
To access this information easily, you can use different features:

• Sorting options
• Search and filter
• Adding a search as a view

All requests

The All requests view allows you to see all the requests and get information about the:

• Customer
• Number of orders
• Last date order
• Date of the request
• Date of the scheduled deletion
• Request trigger
• Date of the deletion

Pending requests

The Pending requests view allows you to see all the requests and get information about the:

• Customer
• Number of orders
• Last date order
• Date of the request
• Date of the scheduled deletion
• Request trigger
•  Date of the deletion

Deleted customer accounts

The Deleted customer requests view allows you to see all the requests and get information about the:

• Customer
• Number of orders
• Last date order
• Date of the request
• Date of the scheduled deletion
• Request trigger
• Date of the deletion

Cancel deletion request

The All requests view gives you the possibility to cancel a deletion request from a customer.

1. In the Action column, click Cancel
2. Click Yes in the confirmation window

Anonymizing identity values

First name

To anonymize the first name of the customers:

1. Go to Configuration
2. Go to Customer Account Anonymization › Identity section
3. Next to First name, type the text

Last name

To anonymize the last name of the customers:

1. Next to Last name, type the text

Email

To anonymize the email of the customers:

1. Next to Email, type the text

Phone

To anonymize the phone numbers of the customers:

1. Next to Phone, type the numbers

Anonymizing address

Street

To anonymize the street of the customers:

1. Go to Configuration
2. Go to Customer Account Anonymization › Address section
3. Next to Street, type the text

Postal code

To anonymize the postal code of the customers:

1. Next to Postal code, type the text

City

To anonymize the city of the customers:

1. Next to City, type the text

Country

To anonymize the country of the customers:

1. Next to Country, select one from the list