Apply privacy controls to newsletter evidence

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Handle campaign content, recipient data, IP addresses and user agents under authorised privacy and retention rules.

What this guide helps you do

Handle campaign content, recipient data, IP addresses and user agents under authorised privacy and retention rules. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

1. Use a lawful approved audience.
2. Limit access to authorised staff.
3. Avoid placing unnecessary sensitive data in subject/body.
4. Apply organisational retention and deletion procedures to campaign tables when required.
5. Explain tracking-image limitations in relevant notices.

Fields and options

Rules and limits

• The module stores recipient identity, email, delivery errors, open IP/source and user agent.

Check it worked

• The requested record, output or setting is created or updated through the supported module flow.
• Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
• An error message is investigated rather than bypassed.

Security, privacy and operational checks

• Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
• Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
• Test configuration changes with controlled records before production-wide use.
• Retain or delete evidence only under an authorised retention process.

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