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Removing Customers from Reapit

If you think a customer could become a potential client, then make every effort to keep their records on REAPIT, in case they wish to use our services in the future.

“Take me off your books, I’m no longer looking – unsubscribe me!”

a. Visit www.robinson-jackson.com/unsubscribe b. Enter their email address and submit. c. If necessary, archive the applicant in Reapit.

1.

The email address entered will be removed from our website’s mailing list, plus any associated applicants will be marked as inactive on Reapit, which will stop them receiving matches.

Watch out: Applicants can unsubscribe themselves, so keep on top of your applicant lists, as they will not be automatically archived.

2. Consent Denied 3. Erasure Request

“I do not wish to be contacted in the future!”

a. Complete Step 1 above.

b. Open the contact record/s.

c. Mark the contact/s as ‘Consent Denied’.

d. Archive record/s.

Watch out: Do not contact them unless they request to be reinstated.

“Erase, delete or remove me completely from your database!”

a. Verify the customer is who they say they are. E.g. Phone / email.

b. Complete steps 1 and 2 above.

c. Send erasure request to Tala. tala.hedges@robinson-Jackson.com

Watch out: If the customer has been involved in a transaction or made an offer, we will need to keep their records on file and cannot erase them.

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