Privacy tools and data requests
When someone asks what data you hold on them — or asks you to delete it — you can handle it yourself in minutes.
Find one person’s records
Section titled “Find one person’s records”Settings → Lead data searches your lead records by the person’s email address, name, or the date range their submissions arrived (at least one filter required). Results list each record with date, name, email, and source.
- Export CSV — hand the person a copy of exactly what you hold.
- Delete records — the confirmation spells out the deal: records are removed from the application immediately, and encrypted backups are purged within 30 days. Permanent — export first if you need a copy for your own files.
Your account’s privacy options
Section titled “Your account’s privacy options”Settings → Privacy holds three things:
- Data portability — download everything your account holds (profile, sites, every lead) as JSON or CSV, any time.
- Aggregated insights — Lead Source improves the platform using aggregated, anonymised data across all customers; raw lead data is never shared. The toggle “Include my account in aggregated insights” opts you out if you prefer (accounts are included by default). Governed by our Data Processing Addendum §4A.
- Right of access — Request my data submits a formal access request; we respond in writing within 30 days. While one is open the page shows “You have an open access request.” (For most needs, the instant download above is the faster route.)
Deleting your whole account is its own flow: Delete your account.
Common questions
Section titled “Common questions”- A lead invoked their right to erasure. Lead data search → their email → delete their records. Done — the confirmation text is your reference for what happens and when.
- They asked what you hold. Same search → Export CSV.
- Records for one site only? Deleting a whole site removes its leads — but that’s per-site, not per-person; for a person, use the search.