Learn how to p
and data you hold on a contact.Overview
If a contact asks to see all the data you store on them, such as with a GDPR subject access request, then our platform lets you process this efficiently.
Process a request to access personal information
You must export a contact's data from every area of the platform:
Export email contact data
To export email contact data:
- Go to Email > Contacts > All contacts.
- Select the All contacts address book.
- Find the contact you want to export.
Enter their name in the search bar to do this quickly.
- Select the email address of the contact.
- Expand the Contact actions drop-down menu and select Export this contact.
- On the Exports page, wait for the export to complete, and then select Download.
This downloads a zip file of the contact's data to your computer. The zip file contains a CSV of the contact's data plus all insight data as individual JSON files.
- Send this data to your contact.
Export SMS contact data
To export SMS data for a contact:
- Go to SMS > Contacts > All contacts.
- In the search box, enter the mobile number belonging to the contact and search.
- Next to the contact's details, select Edit.
- On the Edit SMS contact page, copy any data in the Phone number field, plus any additional data in fields 1-5, and paste it into a file of your choice.
- Send the file you created to the contact.
Export Pages and forms contact data
To export a contact’s data from Pages and forms:
- Go to Pages and forms > Reporting.
- For every survey with responses, select the Form responses number.
- On the Reporting page, select the Responses tab.
- Select Export to CSV.
> This exports all responses from all customers. - Open the CSV file, filter by the contact’s name or email address, and then copy the contact’s data into a blank file.
Make sure this file only contains data about the contact that has requested their data.
- Send the new file you created to the contact.
Do not send the original CSV file with all the survey's data.
- Repeat this process for every form.
Export transactional email contact data
To export the data for a contact from transactional email:
- Go to Transactional email.
- Expand the Export drop-down menu, and select Export.
- On the Exports page, wait for the export to complete, then select Download to download all your transactional email data.
- Open the CSV file, filter by the contact and then copy and paste only the data belonging to that contact into a new file.
- Send the new file to the contact.
Do not send the original CSV file with all the survey's data.