Privacy Solutions
Enterprise: Fully Customizable for Advanced Workflows
Customize intake, document every action, and automate fulfillment at enterprise scale.
Enterprise teams typically need to prove compliance, tailor the consumer experience by jurisdiction, publish webforms and toll-free numbers across many sites, and automate verification plus request processing. Here is how Optacy Enterprise covers those needs.
What Enterprise Teams Usually Need
Four common priorities that shape how larger organizations run privacy programs.
Document compliance efforts for internal and external audits
Customize the experience, and sometimes localize it to the requester’s jurisdiction
Make the webform or toll-free number available across many sites and brands
Automate verification and the processing of each privacy request
Documenting Compliance Efforts
The Audit Trail helps you demonstrate the steps taken when a consumer submits a privacy request.
By signing up for the Enterprise plan, you gain access to Audit Trail, an essential tool for navigating internal or external audits. Enterprises are often required to show compliance steps taken when a consumer submits a privacy request.
Within the dashboard, the Audit Trail tab logs most activity (such as privacy request handling or configuration changes) and records who performed each action. Even if a user is later deleted, we retain key metadata to preserve the integrity of the audit record.
Need to prove when a request was fulfilled? Search the Audit Trail by request ID to view the action and timestamp. For broader oversight, export the entire audit history as a CSV file.
Audit Trail also captures administrative actions (like toggling off a Service Code), so you can track the state of your setup, when changes occurred, and who made them.
This feature is built to help you move through audits with confidence. Follow the guidance in our email notifications to stay compliant and in control.
Customizing the Privacy Experience
Configure key parts of the consumer journey (webform, toll-free number flow, and outbound communications) directly from the dashboard.
Webform Customization
You have full control over the webform: edit questions, fields, and the rights you offer. Dynamic rights selection lets options change by jurisdiction. For example, a requester selecting USA may see different choices than one selecting France.
Toll-Free Number Experience
Tailor the toll-free number experience, from the greeting a consumer hears when selecting your Service Code to how Service Codes are presented if you manage multiple brands. Prefer not to display the shared 866-I-OPT-OUT number? Issue a dedicated toll-free number from the dashboard. It’s available right away.
Email Template Configuration
Workflows include emails sent internally or to consumers, webhooks triggered by Optacy, and API requests sent to or from Optacy. These elements are highly customizable so you can define how requests are processed and how you communicate with consumers.
Need Dozens or Hundreds of Webforms and Toll-Free Numbers?
In Optacy, a Service Code represents a toll-free number Service Code, a webform, and (soon) a cookie banner.
Enterprise and Enterprise + Scale include up to 5 Service Codes at signup. When you need more than 5, reach out to create a custom package that publishes as many Service Codes as you need. We can also provision as many dedicated toll-free numbers as required.
As a rule of thumb, create a Service Code for every privacy policy, website, brand, or subsidiary you operate, so compliance stays consistent across your activity.
Automating the Workflow to Process Requests
Publish a webform and/or configure a toll-free number, then use the default workflow or build a custom one in the dashboard. A workflow is a series of steps triggered after a privacy request is received.
- Sending an internal or external email
- Sending an API request to Optacy to move the request forward
- Receiving a webhook confirmation from Optacy
- Providing the requester with a secure download of their data
Example of a Popular Custom Workflow
A consumer submits a privacy request.
The system automatically acknowledges the request and verifies the consumer’s email address.
After verification, Optacy integrates with your system and scrubs the data, or sends you a webhook for you to process, or you can process the request manually if you receive just a couple per year.
Optionally, a secure URL is sent so the user can download their personal data.
Once processing is complete, the request is marked as completed.
Optacy can integrate directly with third-party systems or your internal data systems.
Ready for Enterprise Privacy Workflows?
Join teams that use Optacy to document compliance, customize intake, and automate fulfillment.
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Have any questions? Call us.
From the US: +1 (855) 5-OPTACY (855-567-8229)
From outside the US: +1 (302) 864-2253