Skip to main content
Ashton
Ashton
Contributor ⭐️⭐️⭐️⭐️
September 19, 2022
New Idea

Account Opt Out

Related products:PX Admin & Security
  • September 19, 2022
  • 3 replies
  • 100 views

We sell our product to Accounts, they might have an agreement with us to never send surveys to their users. I do not see a way to flag the Account as not being included in surveys. We would have to populate this for each user and that is not possible as they come and go.

Ask is for Account level Opt Out field that can be set by an administrator or API call. Then would be honored by all users within that account. 

TLDR: UserPreferences should inherit from Account level preferences. Need to create "trackUsage" "productUpdates" "guidedTours" "surveys" "onboardingBot" at the account level and have them inherit down to the user level. 

      3 replies

      Ashton
      AshtonAuthor
      Contributor ⭐️⭐️⭐️⭐️
      September 20, 2022

      Update after a discussion with Link:

      Our proposed way that this could be implemented is as an Account “black list” populated in the SDK settings page (multi select field). This list of Account IDs would be loaded by Gainsight Javascript in the client browser and would be used in pre-processing to determine if that user (before identify call is made) should send any data. 

      The primary driver for having it process before any Identify Call is made is that this is required for GDPR and similar data privacy compliance. Currently there is no way to protect an entire Account population of users, as the opt out options are at the user level and can not be set until after we identify them or ask every user to opt out. 

        andrew_cummins
        andrew_cummins
        Helper ⭐️
        April 30, 2024

        Potential work around IF you have CS is to create another field on the account record on PX that accepts a value and run a Gainsight CS rule that populates all accounts that have asked to be opted out. 

        mmarques
        mmarques
        Helper ⭐️⭐️
        September 11, 2024

        I would love to be able to control settings by account! We have some accounts that ask for the KC bot widget or various pop-ups to be disabled, and it is annoying to configure in individual KC bots and engagements.

        Terms & ConditionsAccessibility statement