Anonymized surveys

Starting from the 12.2.0 release, it is possible to anonymize customers' address data right after the invite is sent.

To automatically anonymize recipients' addresses after sending out survey invitations, such records should be marked in the import file by setting them with CUSTOMER_ID value "0". In this way, the system knows that the address value of such records should be anonymized right after the invitation. Files with such records adhere to the regular import process, thus they can be imported manually via the platform's UI or automatically via API or SFTP.

Let's take the following record as an example:

During the import stage, such record will be checked for blacklist and if this check is passed - the record will be imported and the questionnaire will be created in Survey with ID 123.
Before the invite to the survey is sent, the customer record on the Survey -> Customers page will look like the following:

As soon as the questionnaire obtains the "invited" state, the address value will be erased from the database. This change will be reflected on the same Survey -> Customers page.

Important notes:

1. Since the address information is completely removed from the system and CUSTOMER_ID value is "0", it is impossible to perform a quarantine check on the import stage.
2. Since the address information is completely removed after the invitation, it is impossible to use the Reminders functionality for such records.
3. Metadata values are not affected by the anonymization process, as it is used for feedback analysis. To anonymize/delete metadata, please refer to GDPR Data Cleaning which allows to do so automatically after a certain period.