What data do we collect?
Engage CRM processes two broad categories of personal information when you use our products and services:
Your personal information as a user/customer (or potential user/customer) of Engage CRM – information that we refer to as Customer Account Data, and The personal information of your contacts’ who use or interact with your business that uses Engage CRM’s platform – this category contains both your Customer Usage Data (e.g., communications metadata) and your Customer Content (e.g., the contents of communications). Engage CRM processes these categories of personal information differently because the direct relationship we have with you, our customer, is different than the indirect relationship we have with your contacts who interact by phone or text with you through our Platform.
What personal information do we collect from the people that visit our blog, website or app?
When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, mailing address, phone number, credit card information or other details to help you with your experience.
When do we collect information?
We collect information from you when you register on our site, place an order, fill out a form Text our numbers or enter information on our site.
How Engage CRM processes your personal information.
Engage CRM collects and processes your personal information in the following possible ways:
When you visit a Engage CRM public-facing website like engagecrm.io, sign up for a Engage CRM training event, like Two Days to Engage CRM, or make a request to receive information about Engage CRM or our products, like a Engage CRM demo; When you contact Engage CRM’s Sales Team or Customer Support Team; and When you sign up for a Engage CRM account and use our products and services. We call this personal information Customer Account Data.
Data protection (aka privacy) laws in certain jurisdictions, like the European Economic Area (EEA), differentiate between “controllers” and “processors” of personal information. A controller decides why and how to process personal information. A processor processes personal information on behalf of a controller based on the controller’s instructions. When Engage CRM processes your Customer Account Data, the Engage CRM entity with whom you are contracting is acting as a “controller”.
Broadly speaking, we use Customer Account Data to further our legitimate interests to:
-understand who our customers and potential customers are and their interests in Engage CRM’s product and services, -manage our relationship with you and other customers, -carry out core business operations such as accounting and filing taxes, and -help detect, prevent, or investigate security incidents, fraud and other abuse and/or misuse of our products and services. -personalize user’s experience and to allow us to deliver the type of content and product offerings in which you are most interested. -to allow us to better service you in responding to your customer service requests.
What Customer Account Data Engage CRM Processes When You Visit Our Website, Sign Up for a Engage CRM Event, or Make a Request for Information About Engage CRM and Why
When you visit our website, sign up for a Engage CRM event or request more information about Engage CRM, we collect information automatically using tracking technologies, like cookies, and through web forms where you type in your information. We collect this information to provide you with what you request through the web form, to learn more about who is interested in our products and services, and to improve navigation experience on our pages.
Learn MoreInformation You Share Directly: In some places on Engage CRM’s public-facing websites, you can fill out web forms to ask to be contacted by our Sales Team, sign up for a newsletter, register for a Engage CRM event, or take a survey. The specific personal information requested on these forms will vary based on the purpose of the form. We will ask you for information necessary for us to provide you with what you request through the form (for example, we will ask you for your email address if you want to sign up for an email newsletter and for your phone number if you want a member of our Sales Team to call you). We may also ask you for additional information to help us understand you better as a customer like your Engage CRM use case, your company name, or your role at your company. If you sign up to receive ongoing marketing communications from Engage CRM, like a newsletter, you can always choose to opt-out of further communications through a preferences page which will be linked from any marketing email you receive from Engage CRM. Or, you can contact our Customer Support Team to communicate your choice to opt-out.
What Customer Account Data Engage CRM Processes When You Communicate with Our Sales or Customer Support Teams and Why
You may share personal information, like your contact information, with a member of our Sales or Customer Support Team when you communicate with them. We keep a record of this interaction.
What Customer Account Data Engage CRM Processes When You Sign Up for and Log Into a Engage CRM Account and Why
When you sign up for a Engage CRM account, we ask for certain information like your contact details and billing information so we can communicate with you and so you can pay for our products and services. We also collect some information automatically, like your IP address, when you log in to your account or when Engage CRM software application makes requests to your Engage CRM App through the API. We use this to understand who is using our services and how, and to detect, prevent and investigate fraud, abuse, or security incidents.
Other Customer Account Data We Collect and Why
We may collect information about you, as our customer, from publicly-available sources so we can understand our customer base better.
How Long We Store Your Customer Account Data
Engage CRM will store your Customer Account Data as long as needed to provide you with our services and to operate our business. If you ask Engage CRM to delete specific personal information from your Customer Account Data, we will honor this request unless deleting that information prevents us from carrying out necessary business functions, like billing for our services, calculating taxes, or conducting required audits.
How To Make Choices About Your Customer Account Data
You can make various choices about your Customer Account Data through the account portal, such as accessing it or correcting it when you log into your Engage CRM account. Any other requests about your data you cannot make through these self-service tools, you can request by emailing [email protected] or contacting Customer Support by phone, text, or online chat.
How Engage CRM Processes Your Contacts’ Personal Information
Your contacts’ personal information typically shows up on Engage CRM’s platform in a few different ways which is obtained temporarily through API from your Engage CRM App database:
Communications-related personal information about your contacts, like your contacts’ phone numbers for number-based communications show up in our systems when you use or intend to use this information to contact your contact through use of our products and services. We call this information Customer Usage Data.
Your contacts’ personal information may also be contained in the content of communications you (or your contacts) send or receive using Engage CRM’s products and services. This information is what we refer to as Customer Content.
As noted above, data protection (aka privacy) law in certain jurisdictions, like the EEA, differentiate between “controllers” and “processors” of personal information. When Engage CRM processes Customer Content, we generally act as a processor. When we process Customer Usage Data, we act as a processor in many respects, but we may act as a controller in others. For example, we may need to use certain Customer Usage Data for the legitimate interests of billing, reconciling invoices with telecommunications carriers, and in the context of troubleshooting and detecting problems with the network.
What Customer Usage Data and Customer Content Engage CRM Processes and Why
We use Customer Usage Data and Customer Content to provide services to you and to carry out necessary functions of our business as a communications service provider. We do not sell your contacts’ personal information and we do not share your contacts’ information with third parties for those third parties’ own business interests.
How Long Do We Store Customer Usage Data and Customer Content and Exercising Choices About Contact Personal Information
Details regarding how long your contact personal information may be stored on Engage CRM systems and how to delete, access, or exercise other choices about contact data will depend on which Engage CRM products and services you are using and how you are using them. For that reason, to find more detailed information about managing contact data collected and stored in connection with your use of our products and services, contact Customer Support regarding the specific product or account type.
When and Why We Share Your Personal Information Or Your Contacts’ Personal Information
We do not sell or allow your Customer Account Data to be used by third parties for their own marketing purposes, unless you ask us to do this or give us your consent to do this. Further, we do not sell your contacts’ personal information (whether contained in Customer Usage Data or Customer Content). And, we do not share it with third parties for their own marketing or other purposes, unless you instruct us to do so.
Transfers of Personal Information Out of the EEA and Switzerland
When you use our account portal, or our other products and services, personal information of you and your contacts processed by Engage CRM may be transferred to the United States, where our primary processing facilities are located, and possibly to other countries where we or our service providers operate. These transfers will often be made in connection with routing your communications in the most efficient way.
Engage CRM employs appropriate safeguards for cross-border transfers of personal data, as required by applicable local law, including the EU-U.S. Privacy Shield and Swiss – U.S. Privacy Shield Frameworks.
How do we protect visitor information?
Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.
We use regular Malware Scanning.
Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.
We implement a variety of security measures when a user places an order to maintain the safety of your personal information.
All transactions are processed through a gateway provider and are not stored or processed on our servers.
Do we use ‘cookies’?
- Keep track of advertisements.
- Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third party services that track this information on our behalf.
You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser (like Internet Explorer) settings. Each browser is a little different, so look at your browser’s Help menu to learn the correct way to modify your cookies.
If you disable cookies off, some features may not function or may be disabled.
However, you can still place orders.
Third Party Disclosure
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information unless we provide you with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others’ rights, property, or safety.
However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.
Third party links
Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.
Google’s advertising requirements can be summed up by Google’s Advertising Principles. They are put in place to provide a positive experience for users. https://support.google.com/adwordspolicy/answer/1316548?hl=en
We have implemented the following:
- Demographics and Interests Reporting
We along with third-party vendors, such as Google use first-party cookies (such as the Google Analytics cookies) and third-party cookies (such as the DoubleClick cookie) or other third-party identifiers together to compile data regarding user interactions with ad impressions, and other ad service functions as they relate to our website.Opting out: Users can set preferences for how Google advertises to you using the Google Ad Settings page. Alternatively, you can opt out by visiting the Network Advertising initiative opt out page or permanently using the Google Analytics Opt Out Browser add on.
California Online Privacy Protection Act
According to CalOPPA we agree to the following:
Users can visit our site anonymously
- By emailing us
- By calling us
- By logging in to their account
- By chatting with us or sending us a ticket
- By text message
How does our site handle do not track signals?
We honor do not track signals and do not track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place.
Does our site allow third party behavioral tracking?
It’s also important to note that we do not allow third party behavioral tracking.
COPPA (Children Online Privacy Protection Act)
When it comes to the collection of personal information from children under 13, the Children’s Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, the nation’s consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children’s privacy and safety online.
We do not specifically market to children under 13.
Fair Information Practices
The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.
In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur:
We will notify the users via email within 7 business days
We also agree to the individual redress principle, which requires that individuals have a right to pursue legally enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or a government agency to investigate and/or prosecute non-compliance by data processors.
CAN SPAM Act
The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.
We collect your email address in order to:
- Send information, respond to inquiries, and/or other requests or questions.
- Process orders and to send information and updates pertaining to orders
- We may also send you additional information related to your product and/or service.
- Market to our mailing list or continue to send emails to our clients after the original transaction has occurred
To be in accordance with CANSPAM we agree to the following:
- NOT use false, or misleading subjects or email addresses
- Identify the message as an advertisement in some reasonable way
- Include the physical address of our business or site headquarters
- Monitor third party email marketing services for compliance, if one is used.
- Honor opt-out/unsubscribe requests quickly
- Allow users to unsubscribe by using the link at the bottom of each email
If at any time you would like to unsubscribe from receiving future emails, you can email us at
- Follow the instructions at the bottom of each email.
and we will promptly remove you from ALL correspondence.
220 N 1300 W, Ste 4
Pleasant Grove, UT
Last Edited on 2018-05-17