How to maintain data privacy when collecting lead information
How to maintain data privacy when collecting lead information
How to maintain data privacy when collecting lead information
The Leads feature in Cadence allows you to capture and manage attendee information at events, but it's essential to handle this data responsibly. This guide outlines best practices for maintaining data privacy when collecting lead information, including configuring retention policies, managing consent, and ensuring compliance with privacy regulations.
Before you start
You must have System Administrator permissions to modify lead data retention policies.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Scroll down to the "Data Retention" section.
Set the retention period by selecting the number of months or years to retain lead data.
Once lead data is purged according to your retention policy, it cannot be recovered.
Choose whether to automatically notify account owners before data purging occurs.
Select which lead data elements to include in the purge:
Basic contact information
Custom field responses
Lead scan menu selections
Notes and attachments
Specify whether to retain anonymized data for reporting purposes.
Keeping anonymized data allows you to maintain historical metrics without storing personally identifiable information.
Add a privacy notice to your lead capture forms explaining how data will be used.
Configure lead scanning settings to only collect essential information.
Review the quarterly purge schedule that shows when the next automated purge will occur.
Click "Save" to apply your data privacy settings.
Troubleshooting
If you cannot modify the data retention policies:
Verify you have System Administrator permissions
Check that your Cadence license includes data retention management features
Contact Cadence support if you believe you should have access to this feature