Privacy Features

Pulse Insights maintains privacy-related features and processes to work within your organization's privacy requirements.

Consent Process Recommendation

For markets and websites that require explicit user consent: we recommend using your cookie consent solution to load the Pulse Insights tag only after the user has given consent.

Revoking consent

If user revokes consent, you can use this method to inform Pulse Insights:

pi('visitor_tracking',false);

This does the following:

• Clears any Pulse Insights values in local storage

• Turns off local storage, so that Pulse Insights won't store any identifiers (e.g., Device UDID) or other data like number of visits or pageviews in session. View what is stored in local storage.

Turning on local storage (re-gaining consent)

You can enable storing identifiers in local storage with this method:

pi('visitor_tracking',true);

By default, when the Pulse Insights tag is loaded, tracking is set to true. It only needs to be explicitly set to true if it was previously explicitly set to false.

Personal Information Detection & Error Messaging

Pulse Insights automatically monitors open-text responses in surveys to help prevent the collection of personally identifiable information (PII). If a response appears to include sensitive information, the user will see the following error message:

"Oops, looks like you are trying to submit personal information."

This behavior is controlled at the account level via Data Masking Settings, and is enabled by default for all accounts with PII restrictions in place.

Trigger Criteria

The system triggers this error when open-text input contains patterns that match known PII formats. These include:

• Email addresses

• Phone numbers

• Social Security Numbers (SSNs) or similar government ID formats (U.S. or international)

• Credit card numbers

• Driver’s license numbers

• Any string containing a large number of consecutive digits (to detect structured numerical identifiers)

Detection is pattern-based and may vary slightly depending on regional formatting (e.g., U.S. vs EU identifiers), but it is primarily designed to catch sensitive data entry, not general personal information like names or dates.

Customization

The error message text can be customized for each free text question using the Error Text field in the Console. If no custom message is entered, the default system message will display.

Privacy FAQs

Can we still use Pulse Insights for users that didn't give or revoked consent?

If you still load the Pulse Insights tag, Pulse Insights will continue to function but some features that rely on local storage will not work. For example:

• Some targeting such as frequency caps, visit counts, pageview counts, or 'don't show again if the user already answered' won't work since they all rely on having a device udid or values in local storage.

One use case that can still work well without tracking enabled is a Customer-Initiated Feedback form, where the user explicitly requests to give feedback.

How do we handle data deletion or other privacy-related requests?

Reach out to your Client Success Manager who can help guide you.