Data preferences

Set up and configure your data preferences.

The Data Preferences page gives you the ability to decide how your customer data is processed and handled in line with your data protection policies.


Data and messaging retention

By default, we keep your reporting data and customer data for 390 days before deleting. You have the option to either increase or decrease this amount of time.

The time begins from the point where the customer profile was created, either imported in from a csv, generated from an inbound chat message, or sent a message through the API.

Data retention

The length of time we retain your customers data before removing. This deletes all messaging history and profile information for those customers.

Message retention

We keep your customer profile intact, but delete all messaging history associated with that customer - both inbound and outbound.

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Opt-out/opt-in management

In this section, you can choose the default behaviour for opting customers in and out of certain channels. Rather than enforce opt in or opt out, we give you the ability to decide what happens by default when a customer profile is created.

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Opt out management

If you want to opt customers out of future messages when they send in a certain keyword, you can set up a rule that looks for that keyword on a particular channel and automatically marks them as opted out of future messages from broadcast.

Opt in management

The broadcast tool features a toggle which asks Does this broadcast require profiles to be opted in to this channel.

The channel toggle on this page allows you to set YES or NO by default when a profile is created as a result of an inbound chat message or through the API.

If the channel toggle is switched off:

  • Profiles are included in broadcasts where opt in is not required.
  • Profiles are not included in broadcasts where opt in is required.

If the toggle is switched on:

  • Profiles are included in all broadcasts.