Data Retention at Outreach : Customer Support Portal

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1. When the data retention policy is set for the first time, any pre-existing emails older than the entered duration will be deleted. Please note that it may take up to 30 days for all emails to be deleted due to the variable number of emails present, and that this action is irreversible. “Practically speaking, your conversion from Prospect Contacted may appear better than it really is due to email contacts being gone, though the meetings are not.” Voice Recordings Retention and Deletion

   In Meeting booking rates

2. When the data retention policy is set for the first time, any pre-existing emails older than the entered duration will be deleted. Please note that it may take up to 30 days for all emails to be deleted due to the variable number of emails present, and that this action is irreversible. “For example, this could impact emails delivered, reply rates, click rates, open rates, email sentiment, contacts per prospect, and how the Sales Execution Report measures Prospects Contacted resulting in Prospects Invited.” Voice Recordings Retention and Deletion

   In Outbound email analytics

3. Outreach provides a centralized, self-service experience for Outreach Admins to manage their organization’s data retention requirements. Outreach’s centralized data retention user experience is designed for Outreach Admins to manage corporate policy expectations as well as regulatory requirements, helping them to meet data privacy laws such as the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA) and more. “The data deletion process will be triggered per the cadence established by the admin without any manual involvement thereafter unless the admin updates the retention requirements.” How to access Data Retention

   In Prospect data deletion workflows

4. How to access Data Retention “You will be able to set up an email, voice recording, and meeting recording retention and deletion schedule as follows:” Log in to Outreach as an Admin.

   In Prospect data retention periods

5. Voice Recordings Retention and Deletion “Set a retention and deletion schedule for your voice call recordings, in compliance with your corporate data retention policy.” There are preconfigured durations for the most common choices, but admins can configure a custom duration to meet their organizations specific privacy needs.

   In Retention documentation and audits

6. Meeting Recordings Retention and Deletion “Set a retention and deletion schedule for your meeting recordings, in compliance with your corporate data retention policy.” There are preconfigured durations for the most common choices, but admins can configure a custom duration to meet their organizations specific privacy needs.

   In Retention documentation and audits