Data about our customers
In short, Genius Referrals requires the minimal amount of data necessary to provide services to you, and the amount or type of data we collect depends on the service you choose or how you use it. If you choose to share additional information with us so that we can better customize your account and our services, we'll process that with the same care and respect. We do not sell your personal information and we do not share your information with third parties for those third parties’ own business interests. This Privacy Notice describes the data we collect from our customers at a high level.
We use the information we collect and share it with our service providers primarily to provide the services you've requested from us, and as needed for our operational purposes (e.g., to do the things we need to do to function as a business, such as to collect payment). In addition, we may use data about our customers to detect, prevent, or investigate security incidents, fraud, or abuse and misuse of our platform and services.Data we process during account creation and account usage
When you sign up for an account with us, we ask for certain information like your contact details and billing information to facilitate payment and communication. We also collect some information automatically, like your IP address, when you log in to your account or when the referral program built on Genius Referrals makes requests to our APIs or referral program websites. We use this to understand who is using our services and how, and to detect, prevent and investigate fraud, abuse, or security incidents.Information You Share Directly:Name and contact information.
When you sign up for a Genius Referrals account with us, we will ask you to give us your name, email address, and optionally, your company name, and to create a password. We collect this information so we know who you are — this helps us communicate with you about your account, recognize you when you communicate with us through the account portal or otherwise, bill you correctly, and provide other services.Telephone number.
When you access your account profile page, you can provide a telephone number so a Genius Referrals team member may contact you at this number to help you with onboarding.Payment information.
When you first sign up for an account, we'll ask you to provide our payment processor with your payment method information like a credit card or your Paypal account, and your billing address. Our payment processor, acting on our behalf, gathers this so we can bill you for your use of our services.Subscriber records.
For some services, we may also obtain proof of identity from you that includes a proof of address, name, physical address, or other identification information. For example, to use Gift Cards Payouts. We may also need proof of identity and physical service address. We call these "subscriber records".Information We Generate or Collect Automatically:SIDs.
When you sign up for an account with Genius Referrals, we'll automatically assign you and your account a unique ID — a SID — and we'll automatically generate an API token for your account. These are used like a username and password to make API requests. We keep a record of these credentials so we know it is you making the requests when your application makes requests to our API using these credentials.Device information and IP addresses.
When you use our account portal, we collect your IP address and other data through tracking technologies like cookies, web beacons, and similar technologies. We also collect IP addresses when you make requests to our APIs and in our server logs. We use this information to understand how customers are using our platform, who those customers are (if they are a company and the IP address is associated with that company), what country they are logging in from (for analytics and export control purposes), and to help improve the navigation experience. You can learn more about cookies in the section titled "Cookies and Tracking Technologies" below.
When you use our account portal, we also collect information about your device, such as your computer or mobile device operating system type and version number, manufacturer and model, browser type, screen resolution, unique identifiers, and general location information such as city or town. We do not collect precise geographical information.Data we process from our website, events, and interactions:
When you visit our website, sign up for a Genius Referrals event or request more information about Genius Referrals, we collect information automatically using tracking technologies, like cookies, and through web forms where you type in your information. We collect this information to provide you with what you request through the web form, to learn more about who is interested in our services, and to improve navigation experience on our pages. You can learn more about cookies in the section titled "Cookies and Tracking Technologies" below.Information You Share Directly:
In some places on Genius Referrals' public-facing websites, you can fill out web forms to ask to be contacted by our Sales Team, sign up for a newsletter, register for a Genius Referrals event, or take a survey. The specific personal information requested on these forms will vary based on the purpose of the form. We will ask you for information necessary for us to provide you with what you request through the form (for example, we will ask you for your email address if you want to sign up for an email newsletter and for your phone number if you want a member of our Sales Team to call you). We may also ask you for additional information to help us understand you better as a customer, such as your Genius Referrals use case, your company name, or your role at your company. If you sign up to receive ongoing marketing communications from Genius Referrals, like a newsletter, you can always choose to opt out of further communications through a preferences page which will be linked from any marketing email you receive from Genius Referrals. You can also contact our Customer Support Team
to communicate your choice to opt-out.
If you contact our Sales or Customer Support Teams, those teams keep a record of that communication, including your contact details and other information you share during the course of the communication. We store this information to help us keep track of the inquiries we receive from you and from customers generally so we can improve our products and services and provide training to team members. This information also helps our teams manage our ongoing relationships with our customers. Because we store a record of these communications, please be thoughtful about what information you share with our Sales and Customer Support Teams. While we will take appropriate measures to protect any sensitive information you share with us, it is best to avoid sharing any personal or other sensitive information in these communications not necessary for these teams to assist you.Information We Collect Automatically:
We use your email address to send you information about other Genius Referrals services in which we think you may be interested. You can opt out of receiving marketing communications from us at any time through your marketing preferences page by clicking the "unsubscribe" link at the bottom of any marketing email you receive from Genius Referrals. You can also contact our Customer Support Team
to communicate your choice to opt-out. Please note that it may take up to three days to remove your contact information from our marketing communications lists, so you may receive correspondence from us for a short time after you make your request. You will not be able to opt out of service emails from us, such as password reset emails, billing emails, or notifications of updates to our terms, unless you deactivate your account.
We may also use publicly-available information about you that we have gathered through services like LinkedIn, or we may obtain information about you or your company from third party providers. We use this information to help us understand our customer base better, such as your industry, the size of your company, and your company’s website URL. We also use this information to reach out to potential candidates for roles at Genius Referrals.How Long We Store Your Customer Account Data
Genius Referrals will store your Customer Account Data as long as needed to provide you with our services and to operate our business. If you ask Genius Referrals to delete specific personal information from your Customer Account Data (see "Choices About Your Customer Account Data" below), we will honor this request unless deleting that information prevents us from carrying out necessary business functions, such as billing for our services, calculating taxes, or conducting required audits.
More specifically, within 60 days following closure of your account, we will either delete other Customer Account Data or transform it such that it can no longer be used to identify you, with the following exceptions, depending on and in accordance with applicable law:
- Customer Account Data is stored for up to seven years following closure of your account. However, we may retain invoice records, including their digital equivalent, for longer periods for accounting, tax, and audit purposes.
- Where we collect subscriber records, we will retain this data for such time as needed for legal, security and anti-fraud purposes.
- We may retain your communications with Genius Referrals' Customer Support Teams for up to three years after your account is closed.
- We may need to retain data due to special circumstances (such as due to an open investigation, audit, or other legal matter).