TeamUp, GDPR, and You

Matt Pegler
TeamUp Blog
Published in
3 min readMay 7, 2018

We’ve been preparing for the GDPR for a few months now, and we’re pleased to outline some changes we’re making before the regulation goes into effect on the 25th of May. These changes will ensure TeamUp is fully compliant with the GDPR, and will also streamline compliance for businesses that use TeamUp.

An Updated TeamUp Privacy Policy

Our current privacy policy is almost 7 years old and we think this is a great time to update it to make it more approachable and understandable. The only material change we are making is to state that marketing messages will be opt in. TeamUp will only send marketing messages to business users who opt-in under our new Privacy Policy.

You can view our all-but-final working draft of our updated privacy policy. We’re planning to put it into effect in about two weeks time.

Business Privacy Policies and Terms of Service

By the 25th of May, we will be releasing a feature that will give businesses the ability to record acceptance of company policies, such as Privacy Policies and Terms of Service, if you’d like to have policies in addition to TeamUp’s. You will be able to specify an external URL where your policy is hosted, for when you have an existing website, or you can host your policy directly on TeamUp.

Add and edit any number of business policies
When a customer signs up for an account at your business, they will be required to agree to these policies.

New and existing customers will be prompted to agree to these policies before they will be allowed to interact with your Customer Site.

Customizable Birthday and Gender Collection

Last week we released a new feature that lets you toggle if birthday and gender should be collected from your customers. This is to allow you to fully comply with the GDPR’s data minimization principle so that you are only collecting the data that you need to run your business. Check it out in Settings > Customers within your Business Dashboard.

With this change, the only data that TeamUp requires from customers is their name and email address. Everything else is configurable by you.

We are also working on an exciting improvement that will allow you to completely customize what data is collected from customers and when, including support for multiple choice fields. This feature will be replacing the current Questions, Contact Information, and Custom Fields functionality with one robust, flexible system for collecting and managing information about customers. This is a very large project and is tentatively planned to be released in mid-late summer 2018.

Marketing Preferences

By the 25th of May, we will allow you to collect and maintain each customer’s marketing preferences. Initially we will only allow for “Yes, I’d like to receive occasional marketing messages” and “No, do not send me any marketing messages,” but in the coming months we will allow for customization of these options.

If enabled, new customers will be required to make a choice about their marketing preference during signup. Existing customers will not have a choice selected for this field. All customers will be able to update their choice within their notification settings. You will be able to export this data in CSV format, as well as intelligently sync customers with your MailChimp lists according to this preference.

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