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Px Lead Report - Make it Opt In

  • December 13, 2020
  • 2 replies
  • 48 views

jim_barker
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Hello,

 

For customers that use website tracking to view the activity on their commercial marketing web-site there is some great functionality; however, two things are an issue.  The first of those is logged here.  That is once a lead is created ALL users are emailed with a Lead report.  This is problematic for customers with GDPR and bigger concerns regarding treatment of PII data.

 

Please modify the lead report and make it Opt-In or some sort of control so only those who ‘should’ get it, get it...

 

 

2 replies

sai_ram
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  • Expert ⭐️⭐️
  • January 21, 2021

@jim_barker Thanks for writing it here. We are looking into it.


angelo
  • Helper ⭐️⭐️
  • January 22, 2021

As part of the 21’JAN release (release notes here), see “Non-Admin Users to Subscribe Manually for Email Reports”

Moving forward, only those PX users that are invited as Admins will now be opt-in for the reports. All others will have to opt-in (user profile, email tab).