PRIVACY POLICY
Last Updated: May 2025
At Patch Retention (“Patch”), we are committed to safeguarding the privacy of our website visitors and users. This Privacy Policy outlines the types of information we collect and how we use it.
- Scope.
This Privacy Policy covers data that Patch collects through the Sites, directly from data subjects, or that we obtain from third parties.
This Privacy Policy does not cover any data that is collected on third-party websites any data that is connected to any data collection or processing activity that takes place on that website will be governed by that website’s own privacy policy. Only Sites that display a direct link to this Privacy Policy where we are collecting data, will be covered by this Privacy Policy.
In accordance with our Terms, the Site is intended only for use by people 16 and older covered by the privacy laws and regulations of the United States, European Economic Area, United Kingdom, and Switzerland.
- Definitions.
“Affiliates” - means any entity that directly or indirectly, controls, is controlled by, or is under common control of or with Patch, now or in the future. “Control” for these purposes means having a majority of shares or the right and ability to direct management.
“CCPA” – means the California Consumer Protection Act.
“Client” – means the entity which is using Patch’s platform for retention and marketing to reach their customers.
“Controller” - means the entity which decides how and why your data is processed.
“GDPR” – means the General Data Protection Regulation according to the Regulation EU 2016/679 or where applicable, the UK General Data Protection Regulation or UK GDPR as it forms part of the law of England, Wales, Scotland, and Northern Ireland by virture of
“Non-Personal Data” - means any information that does not relate to an identified/identifiable specific individual, e.g. data relating solely to a business.
“Patch” - means Patch Retention, Inc. a Utah Corporation.
“Personal Data” - means any information that relates to an identified or identifiable individual and can include information about how you engage with our services, such as device information or IP address
“Processor” - means an entity which processes data in a particular way, at the direction of a controller.
“Sensitive personal data” - means a category of personal data that reveals racial or ethnic origin, religious or philosophical beliefs, union membership, medical history, mental or physical health condition, medical treatment or diagnosis, sex life, sexual orientation, sexuality, status as transgender or nonbinary, status as a victim of crime, national origin, citizenship or immigration status; genetic or biometric data that is processed for the purpose of uniquely identifying an individual; personal data collected from a known child; precise geolocation data; social security, driver’s license, state identification card, or passport number; account log-in, financial account, debit card, or credit card number in combination with any required security or access code, password, or credentials allowing access to an account; contents of a consumer’s mail, email, and text messages unless the business is the intended recipient of the communication.
“Sites” - means any the affiliated online and/or mobile websites, applications, services, and software owned by Patch.
“Your Information” - means Personal and Non-Personal Data that pertains to you.
- Data Collection and Use.
- Retention of Your Information
Patch, as a Controller of your Personal Data, will retain such data as long as necessary to fulfill the purpose it is being used for or until you to delete it.
- Personal Information Patch Collects From All Users
Identifiers/Personal Information that is Collected for Account Creation, such as real name, alias, date of birth, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, telephone number, account name, or other similar Information;
Contract Data, If your company enters into a contractual relationship with us, we may collect your name, job title, email address, signature (if wet signed or a copy of their autograph is used), customer name and address, and information about how you heard about us.
Payment and Transaction Information. If you sign up for one of our Services requiring payment, we collect the information provided in connection with such payment. Please note that we use third party payment processors to process payments made to us. As such, all such information is provided directly by you to our third-party processor. The payment processor’s use of your personal information is governed by their privacy notice.
Communications. When you contact us through any method of communications, including through one of our website “Contact Us”, “Chat” or “Support” functions or you request a demo of the Patch platform, we may collect your name, email address, mailing address, phone number, company/company URL, account ID, type of inquiry, or any other personal information you choose to provide to us, such as how many contacts you have/your company has, which products interest you, what platform is currently being used, and meeting dates and times.
Newsletter, Marketing Emails, and Blog. If you sign up to receive news or alerts from us, or subscribe to our blog, we may collect your email and applicable interests and communication preferences.
Characteristics of protected classification under California or federal law, such as age and gender, account log-in, racial or ethnic origin, union membership, and the contents of a consumer’s mail, email and text message unless we are the intended recipient of the communication.
Internet or other similar electronic network activity information
Geo-location data, such as approximate location based on IP address;
- Anonyomized and Aggregated Data
Notwithstanding anything to the contrary, Patch shall have the right, where permitted by law, to collect, aggregate, and analyze anonymized Personal Data. Patch may use anonymized data for any lawful business purpose without limitation to develop and improve our Sites and services provided to clients. We will not distribute anonymized data in a manner that personally identifies anyone or that would otherwise violate applicable laws.
- Data Transfer
Transfers of Information to our Affiliates
Patch shares the aforementioned Personal Information and other information with affiliates for the reasons outlined below. The services provided to you and the functionality of the Sites could not be provided without such transfers. If you do not wish your information to be transferred in this way you should not use the Sites.
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Purpose of Sharing |
Explanation of Sharing |
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To improve our services |
Provides clients improved content, performance, features and service.
Provides clients insight into software performance. |
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Better security for users
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Improves user security and internal operations, troubleshooting, and detection of fraud and spam. |
Transfers of Information to Service Providers and other third parties
We use third parties to assist in connection with our operations, improving the Sites and our services, products, and features, protecting our users and better understand their needs, and optimizing our services and our user’ experiences.
By using our Sites, you acknowledge Patch’s use of such third-parties, including, but not limited to, for the purpose of collecting, processing, analyzing, and recording your activity on, interaction with, and communications with, or through our Sites. This includes: which areas of the Site you visit (including URLs), which content you view, which information you input, whether and where you click, scroll, hover-over, mouseover, or otherwise interact with or communicate with or through the Site, the timing of each activity, and time spent on each activity. Our third parties collect this data from everyone using the Site, including users of private browsing mode, “incognito mode,” or similar modes.
We process your activity on the Site directly or through third parties to help us better understand how you use them. This helps us improve and inform the products and services we offer. All of which allows us to help your clients communicate with their customers.
We transfer Personal Information and other data to service providers for the following reasons:
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Purpose of Sharing |
Explanation of Sharing |
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Providing personalized experience |
To provide relevant features, services, and preferences through your engagement on our Sites |
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Improving our services, products, and features |
To continuously maintain a high standard of services, products, and features |
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Protecting users |
To prevent or investigate possible fraud or other security and safety violations |
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Facilitating payments |
To check credit, effect payment, and service your account |
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Installing or using an Patch app |
Limited personal information such as IP address and event data is shared with the platform from which you download the app to: Facilitate log-in through third-party accounts; provide you with services and attribution of ads; |
|
Storage |
Cloud service providers that host and store our data |
Transfers of Publicly Available Information
When users post content on the Sites in a manner that is intended to make that content searchable by individuals, Patch reserves the right to aggregate and share that information with third parties. Patch also reserves the right to share information aggregated from public sources in this capacity.
Transfers of information from service providers
Patch may collect and use information about users obtained from third-party platforms such as social networking sites for the following purposes:
- To classify and quantitatively understand the number of responses and spread of marketing campaign measures such as TV commercials;
- To monitor the reputation of Patch’s services to understand what is appreciated and what is not, and use this information in communication plans;
- For early detection of improvements to the service, monitoring of user feedback, and planning of countermeasures;
- To provide support for users who do not know how to use Patch’s services;
- To find product defects (e.g., “When I try to communicate with a customer, it displays a 501 error) and escalate the issue to the development team
Links to Third-Party Sites
The Sites may make available links to other third-party websites. When you click on such links, you may leave our Sites. Your web browser may also disclose to the third-party website the URL of the Sites page you clicked from, and this URL may include search terms and filters you used on the Sites. The Sites may also make available Company Pages, which may contain information provided by third-party Employers.
Patch is not responsible for the privacy practices of third parties. Please consult their individual privacy policies to learn more.
- Your Personal Data Rights in the United States, United Kingdom and European Union
Some regions have privacy law providing privacy rights to their residents specifically under the CCPA and GDPR. However, these rights are available to all Patch users in the United States, Canada, United Kingdom, or European Union when Patch is the controller and are subject to applicable laws when Patch is the controller and are subject to applicable laws.
We verify all requests through email before actioning them and reserve the right to deny a request where we are unable to verify your identity satisfactorily. This also applies to requests submitted on your behalf by someone else.
If you have any queries or complaints about how we process your Personal Data, we encourage you to info@patchretention.com
The Right of Access to and Portability of Your Personal Data
You may make a formal request to access (also referred to as the “right to know”) your Personal Data by sending an email to info@patchretention.com the email address associated with your account. You are able to access much of your Personal Data by viewing it directly in your account.
You have the right to request that we provide the Personal Data we collect, use, and disclose about you. We will provide your Personal Data to you in a portable format. This enables you to take your data from us in an electronically usable format and to transfer your data to another party in an electronically usable format. If you have interacted with a Site using more than one email address, please submit a separate request for each email address so that we may provide this personal data as well.
The Right to Rectify/Correct Inaccuracies in Your Personal Data
You have the right to rectify, update or correct inaccuracies in your Personal Data. You can modify much of your Personal Data by editing your account profile information directly.
You may also make a formal request to have Patch rectify any inaccurate, incomplete, or outdated Personal Data on your behalf by sending an email to info@patchretention.com from the email address associated with your account.
The Right to Delete/Erasure Your Personal Data
You have the right to request that we delete your Personal Data, also known as the “right to erasure”. You are able to delete much of your Personal Data by removing it from your account directly. If you wish to exercise your right to erasure and close your account, please request that we delete your Personal Data by sending an email to info@patchretention.com from the email address associated with your account.
By making a Personal Data deletion request, we will close and delete your account and remove access to your profile on Patch.
Deletion of your Personal Data does not affect messages we process on behalf of others in connection with their use of our site, and they may continue to have access to all messages sent to or received from you.
Where Patch uses a third-party vendor to process Personal Data controlled by Patch, we will pass on your request to these vendors and make reasonable requests to inform other controllers of your Personal Data of your request.
Please note that a deletion request only affects your Personal Data. If you submit a deletion request against your Employer account, we will only delete your Personal Data, and any non-Personal Data such as information about your company will not be deleted.
The Right to Object to, Opt Out of or Restrict the Processing of Your Personal Data
You have the right to object to, opt out of and to request the restriction of certain types of processing of your Personal Data.
Where we rely on legitimate interests as a legal basis to process your Personal Data, you can object to this processing and request that we no longer process your Personal Data in this way, unless we have compelling legitimate grounds which override your rights.
You also have the right to object or opt out of your personal data being sent to a third party [excluding vendors who act as our service provider] / controller by info@patchretention.com from the email address associated with your account.
The Right to Object to/challenge Automated Decision Making and Profiling
Where applicable and required by law, you also have the right to object or ‘challenge’ (meaning a person will review the decision) any automated decision-making including profiling, which produces a legal effect or similarly significant effects.
If you wish to make a formal request to object to, challenge or restrict the processing of your Personal Data, please email info@patchretention.com from the email address associated with your account.
Opt out of Patch Communications
If you wish to opt out of a particular marketing email, you may do so by clicking “unsubscribe” (or an equivalent action) within the email. Please note that this will only opt you out of that particular type of marketing message. To update your marketing preferences, go to your account dashboard, go to ‘settings’, then go to the ‘communication tab’.
In addition, you may opt out of all marketing messages by sending an email to info@patchretention.com (remove spaces when sending email). We will comply with your request as soon as reasonably practicable, and in accordance with applicable laws.
Finally, please note that we may still send other non-marketing messages to you, such as administrative messages.
Opt out of Conversion Tracking
We perform conversion tracking to improve our understanding of your communication with your customers. If you would like to opt out of this tracking, please email us at info@patchretention.com
Withdrawing Consent
Where we rely on your consent as a lawful basis to process your Personal Data, you have the right to withdraw your consent at any time. Instructions on how to withdraw consent will be explained to you at the time that you are asked to provide your consent, for example when you provide any demographic data.
If you have consented to provide location information via a mobile app, you may turn off your location services on your device at any time. You may also contact info@patchretention.com to inform us that you are withdrawing your consent. Please note that any processing that we have carried out before the withdrawal of your consent remains lawful.
Limitations
These rights may be subject to certain limitations, as provided for by applicable laws in relevant markets. Requests will be completed within the time allotted by relevant regulations, which starts to run from the point of us confirming your request. Where permitted, please note there may be a charge for subsequent requests from the same individual, which will be determined by Patch and only imposed to the extent permitted by applicable law.
Please also note that deleting your Personal Data held by Patch does not affect messages we process on behalf of others in connection with their use of Patch Sites.
The right to Limit the Use of Your Sensitive Personal Data
Some jurisdictions require Patch to obtain consent prior to the collection of sensitive personal information. All sensitive data collected by Patch is with your consent, or as permitted or required under applicable laws.
Users have the right to limit the use and disclosure of sensitive personal information beyond what is necessary to perform the services as reasonably expected by users and those other activities allowed under its regulations. This includes Patch’s collection and use or precise geolocation, such as phone GPS from the Patch app, that is not necessary to use Patch's products.
The Right to Non-discrimination
You have a right to not be discriminated against for exercising any of your rights.
The Right to an Authorized Agent
You have the right to designate another person to make a request on your behalf. We verify all requests through email before actioning them and reserve the right to deny a request where we are unable to verify your identity satisfactorily. This also applies to requests submitted on your behalf by someone else.
If you have been denied a request to exercise your rights as described in this section, you may appeal Patch’s decision by contacting mckay@patchretention.com
If you live in the United States and your appeal is declined, you may submit a complaint with your state’s Attorney General.
Categories of Personal Data Shared with Third Parties
Patch shares your personal data with third parties for a variety of reasons, including our clients communicating with their customers. These third parties include affiliates and/or advertisers.
Please see the table below for the categories of personal data shared for purposes of sale or targeted advertising (“share” as defined in GDPR and CCPA), who we share those categories with and why.
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Categories of Personal Information |
Categories of Third Parties |
Business Purpose |
Legal Basis for Processing |
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Identifiers, such as name, unique personal identifier, online identifier, IP address, and email address |
Clients Affiliates Advertisers
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Optimize advertising |
Performance of a contract |
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Internet activity, such as site usage data |
Clients Affiliates Advertisers |
Help clients communicate more efficiently with customers and improve our services
Optimize advertising |
Performance of a contract |
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Geolocation data, including zip code and city, but not precise geolocation data |
Clients Affiliates Advertisers |
Help clients communicate more efficiently with customers and Improve our services
Optimize advertising |
Performance of a contract |
Security
Patch uses reasonable security measures to help protect your personal data. Patch intends to make your experience as secure as possible by protecting personal data covered by this policy against loss, misuse, alteration, or unauthorized access. We perform regular vulnerability assessments of our systems and network to help protect your personal data. However, no method of transmission or method of electronic storage of information via the Internet can be 100% secure. For example, emails or other messages sent via your web browser may not be encrypted by the recipient. Where the security of your information is beyond our control, we cannot guarantee the privacy of such information.
Cookies and Tracking technologies
When you visit the Sites, download or install an Patch App, we use cookies, web beacons, and other similar technologies, for measurement services, better targeting advertisements, and for marketing purposes.
Cookie Policy
By using or accessing Patch’s Sites, you agree to Patch’s use of Cookies as outlined below.
Your Choices
There are ways to control and/or reject the setting of cookies and
similar technologies within your browser settings. As each
browser is different, please consult the “help” menu within your
browser. For additional information about cookies and how to
control their use on various browsers and devices, you can visit
http://www.allaboutcookies.org. Please be aware that depending
on the Services being used, restricting cookies may prevent you
from accessing and using all or part of the Services.
Introduction: What is a cookie?
Cookies are text-only pieces of information that a website transfers to an individual’s hard drive or other website-browsing equipment. Cookies allow the Sites to remember important information that will make your use of the Sites more convenient. A cookie will typically contain the name of the domain from which the cookie has come, the “lifetime” of the cookie, and a randomly generated unique number or other value. Certain cookies will be used on the Sites regardless of whether you are logged in to your account or not.
Session cookies are temporary cookies that remain in the cookie file of your browser until you leave the Sites. Persistent Cookies remain in the cookie file of your browser for much longer (though how long will depend on the lifetime of the specific cookie). We use session cookies to track the total number of visitors to our Sites. We may also employ cookies so that we remember your computer when it is used to return to the Sites to help customize your experience. We may associate Personal Data with a cookie file in those instances.
How We Use Cookies
We use cookies, web beacons, and other similar technologies, including from third-party partners such as Google and Facebook, for measurement services, better targeting advertisements, marketing purposes and to improve the performance of the Sites. This takes place from the Sites, when you download or install the Patch App, and in some of our advertisements on third party websites.
How Patch Uses These Technologies
Patch may use these technologies for the following purposes:
- Analytical analysis
- Your Preferences & User Experiences
- Provide Measurement Services and Better Targeted Ads, & Marketing
- Referral Tracking
- Security Purposes
- Testing, Usability, and Performance Improvement Purposes
- Fraud/Spam Prevention
- Compliance
We use web analytics services such as Google Analytics to collect and process certain analytics data. We also use session replay services on our Services to understand and improve functionality and an individual’s experience using Services. Certain web analytics services may collect information about your use of the Website and other websites, apps, and online resources. You can learn about Google’s practices by going to https://www.google.com/policies/privacy/partners/ and opt out of them by downloading the Google Analytics opt-out browser add-on, available at: https://tools.google.com/dlpage/gaoptout
Acquisitions and other reorganizations
Information collected pursuant to this Privacy Policy, including Personal Data, may be disclosed to one or more third parties in connection with any change of ownership or control in Patch’s business (whether by merger, acquisition, sale, or otherwise), or any other reorganization or joint venture, or assignment, transfer or other disposition of all or any portion of our business, assets or stock (including in connection with any bankruptcy or similar proceeding), and any such information may be used by such third party in accordance with this Privacy Policy until you are otherwise notified. Equally, information collected pursuant to this Privacy Policy, including Personal Data, may be disclosed to one or more third parties in connection with any acquisition or merger carried out by Patch of such third parties.
Contacting Patch
We welcome your data protection questions. For more information about how we handle your personal data, please contact us.
To reach us by e-mail, please contact: info@Patchretention.com
Complaints and Disputes
Patch takes your data protection questions and concerns seriously, and we are committed to resolving complaints about our collection or use of your data. If you believe your data protection rights have been infringed, we encourage you to contact our Data Protection Officer by sending an email to info@patchretention.com
Individuals with inquiries or complaints regarding this Privacy Policy contact Patch by post mail or e-mail.
Previous version of Patch Privacy Policy: https://patchretention.com/privacy-policy-former