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Act-On Software

Right to Access Requests

Act-On allows you to comply with GDPR's Right to Access requirement by extracting data that can be shared with a customer or prospect. If you receive a Right to Access request, follow this process.

Locate Contact in Your Master List

Using the information from the contact requesting the right to access, locate the contact within your Master List.

If you do not have a master list:

  • You will need to find the contact in any other lists in your system
  • Sub-lists or segments do not need to be searched, but you should check all your top-level lists for this contact

Load Contact Report and Extract Data

Once you locate the relevant contact, click on their line in the list to bring up the Contact Report. From here, you have two options:

  1. Click Print on the Contact Report and save it as a PDF file to share directly to the customer
    printcontactreport.png
      or
  2. Copy all of the information in the report to use elsewhere (see steps below)

This second option is preferable if Act-On is only one of your customer data sources, and you want to consolidate information from all sources into a single document before sharing with the customer.

(Optional) Paste Contact Data into Excel or .csv File for Distribution

To copy the information out of the Contact Report:

  1. Click the Timeline tab
  2. Click and drag to highlight all of the information on the tab, scrolling to the bottom to select all data
    copiedcontactdata.png
  3. Copy the information
  4. Paste the information into Excel or a CSV editing program
    • Use the Match Destination Formatting option to make the document more easily readable
      clipboard_e3cbced9ee396eef92950cb3d363a4ae2.png

You can share this file with the contact to show the marketing information you have about them.

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