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Getting started

GDPR - Customer Accounts will help you comply with the European Union’s GDPR regarding the protection of customer data by adding a deletion button. This allows your customers to order their account’s deletion without your intervention.

Installing the app

  1. Go to the Shopify App Store

  2. Install the app

  3. Access it through the Apps section of your Shopify Store

Subscription plans

Your Shopify subscription determines the type of plan you have access to.

Basic

9$

includes

  • Customer data anonymization
  • Import-based and automatic anonymization
  • Integration with Klaviyo
  • Integration with Gorgias

Plus

19$

includes

  • Customer Data Anonymization
  • Import-based and automatic anonymization
  • Privacy Policy agreement
  • Integration with Klaviyo
  • Integration with Gorgias
  • Basic

    9$

    includes

    • Customer data anonymization
    • Import-based and automatic anonymization
    • Integration with Klaviyo
    • Integration with Gorgias
  • Plus

    19$

    includes

    • Customer Data Anonymization
    • Import-based and automatic anonymization
    • Privacy Policy agreement
    • Integration with Klaviyo
    • Integration with Gorgias

Implementing the customer deletion button

Configuring the customer deletion button and pop-up

In the configuration section of the app, you can modify multiple features.

Customizing the account deletion button

The account deletion button allows your customers to delete their account without your intervention. To enable the deletion button:

  1. Go to GDPR Customer AccountsConfiguration

  2. In Customer Deletion Button, go to the Account Deletion Button section

  3. Tick the box Enable the Customer Data Deletion Button

Choosing the type of call to action

When implementing the button, choose the type of call to action between a button and a hyperlink.

Personalizing the text

In the configuration section of the app, you can customize the texts related to data deletion.
To translate the text into different languages, go to setting up your language preferences.

Data deletion request text

The data deletion request text corresponds to the text written on the button located on the customer account.

Data deletion request cancel text

The data deletion request cancel text refers to the text that is displayed to customers when they cancel a request.

Data deletion request confirmation text

The data deletion request confirmation text refers to the message that is sent to customers to confirm that their personal data will be deleted from your store, as requested.

The {date} and {days} placeholders can be used to apply the final deletion date and the number of days.

Data deletion request cancellation confirmation text

The data deletion request cancellation confirmation text is a message displayed on the customer account page to confirm that their request to cancel a data deletion request has been received and processed.

Customizing the confirmation popup

After installing the Data Privacy Policy Consent checkbox in your theme, customize the confirmation popup that will appear went triggering the deletion button.
To translate the text in different languages, go to Setting your languages preferences:

Enable the confirmation popup
  1. Scroll down to Confirmation Popup

  2. Tick the box Request Customer Confirmation to enable the Customer Confirmation Popup

Popup title

Enter your customized text in the Confirmation Popup Title field

Popup message

Enter your customized text in the Confirmation Popup Message field

Button text

Enter your customized text in the Confirmation  Button Text field

Cancel button text

Enter your customized text in the Cancel Button field

Adding the application block to your theme

To add the Deletion Account Button, which will allow your customers to delete their account without your intervention, you will need to modify the template of your online store.

  1. Go to GDPR Customer AccountsConfiguration

  2. Tick the box Enable the Customer Data Deletion button (see Configuring Customer Deletion Button)

  3. Go to Sales channelOnline Store

  4. In the Themes section, click Customize

  5. Click Home page at the top of the page

  6. In the drop-down list,  select Classic Customer Accounts Customer Account

  7.  Log in to any customer account

  8. In the Customer account side panel, go to Template > Apps and click Add block

  9. In the apps section, select GDPR - Customer Accounts

The button is now added. You can customize the button as well as the pop-up confirmation window. To learn how, go to Configuring the customer deletion button.

Applying the Privacy Policy Agreement (Shopify Plus)

The Privacy Policy Agreement checkbox is a feature is only available for Plus plan subscriptions.

Displaying the Privacy Policy Agreement checkbox (Shopify Plus)

In case the Privacy Policy Agreement checkbox is not displayed in the checkout, you must add it to the template.

  1. Go to Sales channel > Online Store

  2. In the Themes section, click Customize

  3. In the drop-down list, select Checkout

  4. In the Checkout side panel, click Add app block

  5. Select GDPR Checkout Customer Accounts

Checkout behavior (Shopify Plus)

Blocking checkout order

The purpose of blocking checkout orders is to prevent the ordering process when there is missing or invalid information.

  1. Go to the sales channelOnline Store

  2. Click on the Themes section and Customize

  3. Click Home page at the top of the page

  4. In the drop-down list, select Checkout

  5. Click on the GDPR - Customer Accounts app block on the checkout page of the template

  6. Tick the checkbox Allow app to block checkout

Including the app block in Shop Pay

The GDPR - Customer Agreement checkbox will appear in Shop Pay. To display it:

  1. Go to the sales channelOnline Store

  2. Click on the Themes section and Customize

  3. Click Home page  at the top of the page

  4. In the drop-down list, select Checkout

  5. Click on the GDPR - Customer Accounts app block on the checkout page of the template

  6. Tick the checkbox Include app block in Shop Pay

Removing the app block (Shopify Plus)

  1. Go to the sales channelOnline Store

  2. Click on the Themes section and Customize

  3. Click Home pageat the top of the page

  4. In the drop-down list, select Checkout

  5. Click on the GDPR - Customer Accounts app block on the checkout page of the template

  6. Click on Remove app block

Configuring the Data Privacy Policy (Shopify Plus)

Checkbox label

After installing the Data Privacy Policy Consent checkbox in your theme, customize the text that will appear next to the checkbox.
To translate the text in different languages, go to Setting your languages preferences:

  1. Go to GDPR Customer AccountsConfiguration

  2. Go to the Data Privacy Policy section

  3. In the sidebar component next to the Checkbox label, type your text

Error message

You can customize the text that appears if the customer doesn’t check the Privacy Policy Consent checkbox.
To translate the text into different languages, go to Setting your languages preferences:

  1. In the sidebar component next to Error message if customer doesn’t check the checkbox, type your text

Customizing the Data Privacy Policy Pop-in

In addition to the Privacy Policy Consent checkbox, you can add a pop-in that will be displayed when the customer clicks on the privacy policy link.

Enabling the pop-in
  1. Tick the checkbox next to Enable the pop-in

  1. Next to Link to the privacy policy, type your text

Selecting the policies to display

In this section, you can select or deselect 4 types of policies to display on your checkout page:

  • Privacy Policy

  • Terms of service

  • Refund Policy

  • Shipping Policy

To add or remove them:

  1. Go to GDPR Customer AccountsConfiguration

  2. Go to the Data Privacy Pop-in section

  3. Tick the checkbox of the policy you want to add

Enabling the custom privacy policy
  1. Tick the checkbox next to Enable the Custom Privacy Policy

  2. Write your custom privacy policy in the text zone below

Mass anonymization

In the Mass Anonymization section, you can anonymize your customers' data in bulk.
To do this, you can choose between an anonymization by criteria or by file import.

Anonymization by criteria

Create anonymization by criteria

Anonymization by criteria allows you to anonymize your customers according to one or more defined criteria.

  1. In the Anonymization by criteria section, click on Create a new configuration

  2. Choose whether to enable the configuration or not and name it

  3. Determine the time period before the final anonymization of customers

  4. Define the anonymization criteria:

    • Enter the number of days since the customer's last order

    • Indicate the tags of the affected customer accounts

    • Select a Klaviyo segment that contains the affected customers

    To do this, you need to integrate the app with your Klaviyo account from the Configuration section. Once done, create a segment in Klaviyo by adding your anonymization conditions.
    To learn how to create a segment in Klaviyo, check out their documentation.

  5. Check the box Repeat every X days if you want this anonymization to be automated and indicate its frequency

  6. Click on Save

The last order number must be older than 179 days, as per Shopify's rules. By default, Shopify does not delete personal data when the customer has placed an order in the last six months (180 days), in case a chargeback occurs.

Start anonymization by criteria

An anonymization can be started manually only if it is not set to automatic.
To launch an anonymization:

  1. In the anonymization by criteria table, locate the line of the anonymization you want to launch and click on the green arrow

  2. Click on Start

You can view the status of this anonymization from the execution history.

Mass anonymization is not immediate. It becomes effective after a number of days that you can configure corresponding to the “effective date” column in the execution history section. Before this date, you can cancel a mass anonymization.

To cancel an anonymization request, go to the execution history.

View anonymization by criteria

It is possible to access all the information of each configuration from the Anonymization by criteria section.

You get information about:

  • Name: given to the configuration when it was created

  • Active: whether the configuration is running or not

  • Status: the result of the configuration execution

    • Success: an anonymization request could be made for all clients

    • Warning: an anonymization request could not be made for one or more clients

    • Failed: no anonymization request could be made

  • Periodicity: the frequency with which the anonymization is repeated

  • Next execution

  • Last execution

  • Criteria:

  • Delay before final anonymization

  • Actions

    • Modify

    • Delete

    • Preview: gives access to the list of customers concerned by anonymization. Allows you to activate the anonymization request by clicking on Start

Mass anonymization is not immediate. It becomes effective after a number of days that you can configure corresponding to the “effective date” column in the execution history section. Before this date, you can cancel a mass anonymization.

Anonymization by file import

Create and start an anonymization by file import

Anonymization by file import allows you to anonymize your customers from a file containing the email addresses of the customers to be anonymized.

  1. In the Anonymization by file import section, enter the number of days before the final anonymization of the customers

  2. Download the example csv file. It is possible to modify it with Excel or another text editor

  3. Enter the email addresses of the customers you want to anonymize

  4. Save the edited file and import it into the application by clicking on add files or dragging it

  5. Preview the customers you are about to anonymize

  6. Activate the anonymization request by clicking on Start

File import anonymization is not immediate. It becomes effective after a number of days that you can configure corresponding to the “effective date” column in the execution history section. Before this date, you can cancel a file import anonymization.

View anonymization by file import

You can view the anonymization by file import in the Execution History section.

Execution history

The execution history lists all anonymizations by criteria and by file import.

You have information about:

  • Trigger date

  • Trigger: the type of anonymization

    • Manual anonymization

    • Periodic anonymization

    • File import

  • Effective date

  • Status:

    • Pending: is in progress

    • Canceled: has been manually cancelled

    • Error: could not be executed

    • Archived: is effective

  • Number of customers concerned by anonymization

  • Actions

    • View anonymization details

    • Cancel anonymization request

During the period before the effective date you configured, you can cancel a mass anonymization.

Monitoring accounts’ deletion

Analyzing data over time

You can analyze the statistics of the requests and deletion of accounts with the graphs available on the homepage of the App.  
The time frame selected applies to both graphs.

Number of requests

The number of requests graph corresponds to the number of customers who proceeded to click on the Deletion Account button over the different periods possible below and validated their request. 

There's a distinction between the requests and the actual deletion process. The deletion process is not immediate and occurs 10 days after the request. (See Number of Deletions)

Last month, last week or last day
  1. Go to the Homepage of the app

  2. Click on the box below Data Analysis

  3. Select the time frame of your choice (Last Month, Last Week, or Last Day)

  4. Click Apply

Customized period
  1. Go to the Homepage of the app

  2. Click on the box below Data Analysis

  3. Set your customized period using the calendar or manually enter the dates

  4. Click Apply

The graph displays two curves: one for the selected period and another for the preceding period.

Number of deletions

The number of deletions graph shows the number of accounts deleted during the different periods possible below. 

There's a distinction between the requests and the actual deletion process. The deletion process is not immediate and occurs 10 days after the request. (See Number of Requests)

Last month, last week or last day
  1. Go to the Homepage of the app

  2. Click on the box below Data Analysis

  3. Select the time frame of your choice (Last Month, Last Week, or Last Day)

  4. Click Apply

Customized period
  1. Go to the Homepage of the app

  2. Click on the box below Data Analysis

  3. Set your customized period using the calendar or manually enter the dates

  4. Click Apply

The graph displays two curves: one for the selected period and another for the preceding period.

Tracking the deletion requests

Status of requests

In GDPR Customer AccountsAnonymization requests you have access to different information about the customers’ requests.
To access this information easily, you can use different features:

  • Sorting options

  • Search and filter

  • Adding a search as a view

All requests

In GDPR Customer AccountsAnonymization Requests you have access to different information about the customers’ requests.
The All Requests view allows you to see all the requests and get information about the:

  • Customer

  • Number of orders

  • Last date order

  • Date of the request

  • Date of the scheduled deletion

  • Date of the deletion

You also have the possibility to cancel a request deletion from the All Requests section:

  1. Go to GDPR Customer AccountsAnonymization Requests

  2. Go to the All Requests section

  3. In the table, click on the green Cancel button in the Action column

Pending requests

In GDPR Customer AccountsPending requests you have access to different information about ongoing requests.
The Pending requests view allows you to see all the requests and get information about the:

  • Customer

  • Number of orders

  • Last date order

  • Date of the request

  • Date of the scheduled deletion

  •  Date of the deletion

You also have the possibility to cancel a request deletion from the All Requests section:

  1. Go to GDPR Customer AccountsAnonymization Requests

  2. Go to the Pending Requests section

  3. In the table, click on the green Cancel button in the Action column

Deleted customer accounts

In GDPR Customer AccountsDeleted customer requests you have access to different information about the ongoing requests.

The Deleted customer requests view allows you to see all the requests and get information about the:

  • Customer

  • Number of orders

  • Last date order

  • Date of the request

  • Date of the scheduled deletion

  • Date of the deletion

Filter features

To organize the list of requests and deleted accounts, you can use searching and filtering options.

Adding a search as a view

There are 3 predefined views: 

  • All Requests (including already deleted accounts and pending requests)

  • Pending Requests

  • Deleted Customer Accounts

To add a new view:

  1. Go to GDPR Customer AccountsRequests

  2. Perform a search with the search bar

  3. Add Filters if needed

  4. Click Save as

  5. Name your view

  6. Click Save

Sorting options

There are 4 sorting options available:

Requested on: Sort the results based on the date of the requests, by ascending or descending prices.

Deleted on: Sort the results based on the effective date of deletion of the account, by ascending or descending prices.

Scheduled on: Sort the results based on the date scheduled for the effective deletion of the account, by ascending or descending prices.

Customer: Sort the results in alphabetical order based on the customer's name, from A to Z or Z to A. 

Search and filter option

While performing a search you can combine your search keywords with filters

  1. Perform a search. 

  2. Add a filter to your search.

    There are 3 existing filters: 

    • Requested on + date

    • Deleted on + date

  3. Status (Pending/Deleted)

The results from your search are displayed automatically

Cancel deletion request

In GDPR Customer AccountsAnonymization requests you have the possibility to cancel a deletion request from a customer.

  1. Go to GDPR Customer AccountsAnonymization requests

  2. Select the line of the customer you want to cancel the deletion request and click Cancel

  3. Click Yes in the confirmation window

Configuring the integration with third-party applications

In ConfigurationIntegration with third-party applications, you have the opportunity to integrate platforms such as Klaviyo and Gorgias.
Tick the box Enabling for the solution of your choice. To delete customer information you will need an API key for both applications.

With Klaviyo

  1. Go to ConfigurationIntegration with third-party applications

  2. In the Klaviyo section, tick the box Enable integration with Klaviyo

With Gorgias

  1. Go to ConfigurationIntegration with third-party applications

  2. In the Gorgias section, tick the box Enable integration with Gorgias

Additional third-party applications

If you do not use Klaviyo or Gorgias and you are using another third-party application, contact us.

Configuring the app

Setting up your language preferences

To have multiple languages available in the GDPR app, your store needs to be translated into the expected language(s). You must manually add the languages.

You can find the language preferences in GDPR - Customer App  > Configuration, and you will see various tabs corresponding to every language your store is translated into.
If your store is not translated yet, follow the steps to configure the app for each language:

  1. On your Shopify Store Home Page, go to SettingsLanguages

  2. Click Add Language

  3. Choose the language of your choice and click Next

  4. Assign the language to a market, and click on done

  5. Click on Translate (you will need to choose a translation app)

  6. Click on the three dots next to Translate and click on Publish

  7. In GDPR - Customer Accounts Configuration you will see various tabs corresponding to every language your store is translated into

  8. For each tab, tick the checkbox Enable the Customer Data Deletion Button

The buttons and pop-ups are automatically translated from the main language, but you can still customize them by clicking on the tab corresponding to the language.

Configuring the default values of the customer account anonymization

In the configuration section of the app, you can select the default values that will be used for anonymizing. The customized data chosen will be assigned to the anonymized customer’s data. 

Customer's data are never deleted from your Shopify store, but they are anonymized compliantly with the RGPD.

Anonymizing identity values

First name

To anonymize the first name of the customers:

  1. Go to GDPR Customer AccountsConfiguration

  2. Go to Customer Account AnonymizationIdentity section

  3. Next to First name, type the text

Last name

To anonymize the last name of the customers:

  1. Next to Last name, type the text

Email

To anonymize the email of the customers:

  1. Next to Email, type the text

Phone

To anonymize the phone numbers of the customers:

  1. Next to Phone, type the numbers

Anonymizing address

Street

To anonymize the street of the customers:

  1. Go to GDPR Customer AccountsConfiguration

  2. Go to Customer Account AnonymizationAddress section

  3. Next to Street, type the text

Postal code

To anonymize the postal code of the customers:

  1. Next to Postal code, type the text

City

To anonymize the city of the customers:

  1. Next to City, type the text

Country

To anonymize the country of the customers:

  1. Next to Country, select one from the list

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