Px Lead Report - Make it Opt In

Related products: Gainsight PX

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...

 

 

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


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).