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Privacy Policy

Your privacy is important to Tradify

So we’ve developed a Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. Please take a moment to familiarize yourself with our privacy practices and let us know if you have any questions.

Personal information is data that can be used to uniquely identify or contact a single person.

You may be asked to provide your personal information anytime you are in contact with Tradify or a Tradify-affiliated company. Tradify and its affiliates may share this personal information with each other and use it consistent with this Privacy Policy. They may also combine it with other information to provide and improve our products, services, content, and advertising.

Here are some examples of the types of personal information Tradify may collect and how we may use it.

When you create a Tradify account, purchase a product, download a software update or participate in an online survey, we may collect a variety of information, including your name, mailing address, phone number, email address, contact preferences, and credit card information.

The personal information we collect allows us to keep you posted on Tradify’s latest product announcements, software updates, and upcoming events. It also helps us to improve our services, content, and advertising. If you don’t want to be on our mailing list, you can opt-out anytime by updating your preferences.

We also use personal information to help us develop, deliver, and improve our products and services.

From time to time, we may use your personal information to send important notices, such as communications about purchases and changes to our terms, conditions, and policies. Because this information is important to your interaction with Tradify, you may not opt out of receiving these communications.

We may also use personal information, or access your account for internal purposes to help with diagnosing, troubleshooting, and supporting you to use & understand our services, along with auditing, data analysis, and research to improve Tradify’s products, services, and customer communications.

If you enter into a sweepstake, contest, or similar promotion we may use the information you provide to administer those programs.

We also collect non-personal information − data in a form that does not permit direct association with any specific individual. We may collect, use, transfer, and disclose non-personal information for any purpose. The following are some examples of non-personal information that we collect and how we may use it:

We may collect information such as occupation, language, zip code, area code, unique device identifier, location, and the time zone where a Tradify product is used so that we can better understand customer behavior and improve our products and services.

We also may collect information regarding customer activities on our website, and from our other products and services. This information is aggregated and used to help us provide more useful information to our customers and to understand which parts of our website, products, and services are of most interest. Aggregated data is considered non-personal information for the purposes of this Privacy Policy.

If we do combine non-personal information with personal information the combined information will be treated as personal information for as long as it remains combined.

Tradify’s website, online services, interactive applications and email messages may use “cookies” and other technologies such as pixel tags and web beacons. These technologies help us better understand user behaviour, tell us which parts of our website people have visited, and facilitate and measure the effectiveness of our products and services. We treat information collected by cookies and other technologies as non-personal information. However, to the extent that Internet Protocol (IP) addresses or similar identifiers are considered personal information by local law, we also treat these identifiers as personal information. Similarly, to the extent that non-personal information is combined with personal information, we treat the combined information as personal information for the purposes of this Privacy Policy.

As is true of most websites, we gather some information automatically and store it in log files. This information includes Internet Protocol (IP) addresses, browser type and language, Internet service provider (ISP), referring and exit pages, operating system, date/time stamp, and clickstream data.

We use this information to understand and analyse trends, to administer the site, to learn about user behaviour on the site, and to gather demographic information about our user base as a whole. Tradify may use this information in our marketing and advertising services.

In some of our email messages, we use a “click-through URL” linked to content on the Tradify website. When customers click one of these URLs, they pass through a separate web server before arriving at the destination page on our website. We track this click-through data to help us determine interest in particular topics and measure the effectiveness of our customer communications. If you prefer not to be tracked in this way, you should not click text or graphic links in the email messages.

Pixel tags enable us to send email messages in a format customers can read, and they tell us whether mail has been opened. We may use this information to reduce or eliminate messages sent to customers.

Version 1

We may update this cookie section from time to time to reflect changes to the cookies we use. Check back often to stay informed about our cookie use.

We use four cookie types; essential, analytics, marketing and functional, and process personal data through essential cookies to ensure secure service operation. We need your consent for all other non-essential cookies. Cookies set by us are first-party cookies. Those set by others are third-party cookies, which enable features like ads, interactive content, and analytics on the site. The types of first- and third-party cookies on our sites and their purposes are shown below.

If you have an Evo account, a cookie consent banner will appear on your first visit where you can accept all cookies, reject non-essential ones, or manage your preferences by category. You can review or change these preferences at any time by clicking "Cookie Preferences" under My Settings in the top right corner when logged in.

For all other users, you can manage or delete cookies directly through your browser settings. Please note that disabling certain cookies may affect how our website and app function.

Essential Cookies

These cookies are essential for the secure and proper operation of our website and application and cannot be rejected.

Cookie Name/s

Purpose

Duration

Party

Vendor

SessionId

Identifies and maintains your active login session.

Session

First

Tradify

LoginId

Identifies the logged-in user.

Session

First

Tradify

CompanyId

Identifies the active company.

Session

First

Tradify

DeviceId

Uniquely identifies the device or browser, used for security checks and user recognition.

Persistent

1-year expiry

First

Tradify

EvoOAuthState

One-time security value used during the login handshake. Login fails without it.

Session

First

Tradify

EvoSignupPending

Carries your details between steps while creating a new account. Sign up fails without it.

Session

First

Tradify

__RequestVerificationToken

Validates that form submissions come from your browser session (anti-forgery).

Session

First

Tradify

TempData

Carries short-lived messages (e.g. form errors, notifications) between pages.

Session

First

Tradify

x-ms-routing-name

Keeps you on the same website version during your visit.

Session

First

Microsoft Azure

Identity.Application

Identity authentication cookie - proves you are logged in.

Session

First

Tradify

Identity.Application.session

Supports the main sign-in cookie; it disappears as soon as you close your browser.

Session

First

Tradify

Identity.IdToken

Stores your sign-in confirmation from the service used to verify your identity.

Session

First

Tradify

Identity.SessionState

Tracks the state of your authentication session to detect logouts or token changes.

Session

First

Tradify

Identity.AntiForgery

Helps keep your account secure by ensuring any forms you submit (such as login or contact forms) were sent by you, not forged by another site.

Session

First

Tradify

aCloudAuth

Keeps you securely signed in to our cloud-based services.

Session

First

Tradify

aCloudTimestamp

Remembers when you last signed in to keep your session secure.

Session

First

Tradify

access-evo-cc.evo-ui

Keeps you signed in while you use the app.

Session

First

Tradify

_cf_bm

Distinguishes human visitors from bots for security.

Session

Third

Cloudflare

_cfuvid

Helps prevent abuse by tracking unique visitors.

Session

Third

Cloudflare

TiPMix

Directs traffic to the correct server region for better performance.

Session

First

Microsoft Azure

__Secure-STRP

Used for authentication or experiment assignment.

Session

Third

Google

Identity.Device

Remembers this device to reduce repeated identity checks.

Persistent

First

Tradify

intercom-device-id-########

Used by Intercom (our chat tool) to recognise your device, so your chat conversations stay connected to you.

Persistent

Third

Intercom

intercom-session-########

Maintains your active Intercom chat session and conversation history.

Session

Third

Intercom

messagesUtk

Connects a visitor to their HubSpot chat history.

Persistent

6 months

Third

HubSpot

_pendo_visitorId.<id>

Assigns you a unique visitor ID so Pendo can track your app usage over time.

Persistent

Third

Pendo

_pendo_accountId.<id>

Stores your account ID so Pendo can link your usage data to your organisation.

Persistent

Third

Pendo

_pendo_sessionId.<id>

Identifies your current session with Pendo, used to analyse app usage.

Session

Third

Pendo

_pendo_meta.<id>

Stores information Pendo uses to understand how you use the app and personalise in-app guidance.

Persistent

Third

Pendo

_pendo___sg__.<id>

Stores settings Pendo uses to decide which in-app guides and segments apply to you.

Persistent

Third

Pendo

_pendo_guides_blocked.<id>

Remembers if you've dismissed or blocked in-app guides, so we don't show them again.

Persistent

Third

Pendo

_pendo_lastStepAdvanced.<id>

Remembers the last step you completed in an in-app guide, so it can pick up where you left off.

Persistent

Third

Pendo

pendo_tabId

Identifies the browser tab you're using so Pendo tracks activity correctly across multiple open tabs.

Session

Third

Pendo

Raygun4js-userid

Anonymous user identifier for error and performance monitoring.

Persistent

1 year

First

Raygun

ReferralCode

Records a referral code so the referrer is credited.

Persistent

First

Tradify

_tradify_test_TES-333

Places you in a specific A/B test group for a Tradify experiment.

Session

60-day expiry

First

Tradify

_tradify_test_[testId]

Places you in a named A/B test group for Tradify experiments.

Session

First

Tradify

excludedEvoTest

Marks you as excluded from a specific Evo platform experiment.

Session

First

Tradify

_tradify_active_tests

Stores which A/B experiments you are currently enrolled in across the Tradify application.

Persistent

First

Tradify

 

Analytics & Performance

Help us understand how visitors use our site to improve it. Includes Google Analytics and Hotjar. These cookies are optional and consent is set only after you opt in via the cookie preference centre, or by accepting all cookies.

Cookie Name/s

Purpose

Duration

Party

Vendor

_ga

Assigns a unique visitor ID to distinguish users and measure site traffic.

Persistent

30 days

First

Google

_ga_<container-id>

Used by Google Analytics to identify and track an individual session with your device. Main purpose is for performance.

Persistent

2 years

First

Google

fpid

Assigns a persistent ID to a visitor for analytics continuity.

Persistent

1 year

First

Tradify

FPID

Persistent visitor ID set by your own domain for Google Analytics.

Persistent

First

Google Analytics

fplc

Briefly stores information that helps our analytics accurately connect one visit to the next.

Session

First

Tradify

FPLC

Works alongside the main Google Analytics cookie (FPID) to count your visits correctly; it expires quickly. Used for website and app analytics

Session

First

Google

test_cookie

Google's brief test to check the browser accepts third-party cookies before setting others.

Session

Third

Google

__hstc

Tracks a visitor across sessions to measure marketing performance.

Persistent

6 months

Third

HubSpot

__hssc

Monitors your activity during one visit to help us improve the site, measure our marketing, and provide chat support.

Session

Third

HubSpot

__hssrc

Detects if the browser was restarted between sessions.

Session

Third

HubSpot

_hjSession_######

Groups user behaviour during a single session for heatmaps and recordings.

Session

Third

Hotjar

_hjSessionUser_######

Sets a unique identifier used by Hotjar, a tool that helps us understand how people use our site (for example, through heatmaps and usage patterns).

Persistent

1 year

Third

Hotjar

Marketing

Used to deliver relevant ads and measure campaign effectiveness. Third parties serving these cookies include Google Ads, Facebook, TikTok, Reddit, Microsoft Ads, Taboola, and HubSpot. These cookies are optional and consent is set only after you opt in via the cookie preference centre, or by accepting all cookies.

Cookie Name/s

Purpose

Duration

Party

Vendor

signUpSource

Records the marketing source or channel that led to a signup, used for attribution.

Session

First

Tradify

TrialCreationSource

Records where a trial sign-up came from,

Session

First

Tradify

OriginatingUri

Records the page a sign-up started from, for attribution.

Session

First

Tradify

original_referer

Records the URL of the page that first referred a visitor. Used for marketing attribution.

Persistent

1 year

First

Tradify

UTMTags

Captures UTM campaign parameters (source, medium, campaign) from the URL for marketing attribution.

Persistent

1 year

First

Tradify

_fbp

Tracks visitors for Facebook ad attribution and retargeting.

Persistent

90 days

Third

Meta (Facebook)

_gcl_au

Links your visit to the Google ad you clicked, helping us measure ad performance.

Persistent

90 days

First

Google Ads

_gcl_ls

Stores information about the Google ad you clicked, to help measure ad performance.

Persistent

First

Google Ads

NID

Used to remember preferences and serve personalised ads on Google services.

Persistent

6 months

Third

Google

IDE

Used by Google to show you relevant ads and measure ad performance across websites.

Persistent

Third

Google

_ttp

Tracks ad conversions and measures the effectiveness of TikTok advertising campaigns.

Persistent

Third

TikTok

_tt_enable_cookie

Checks that cookie storage is enabled before setting other TikTok tracking cookies.

Persistent

Third

TikTok

ttcsid

Tracks activity within a session attributed to a TikTok ad click

Session

Third

TikTok

ttcsid_#########

Campaign-specific session tracking for TikTok ad attribution.

Session

Third

TikTok

_rdt_uuid

Tracks conversions and ad performance for Reddit advertising campaigns.

Persistent

90 days

Third

Reddit

_rdt_em

Stores a hashed (scrambled) version of your email address to improve Reddit ad conversion attribution.

Persistent

Third

Reddit

_uetsid

Microsoft UET (Universal Event Tracking) - tracks session activity for Bing/Microsoft Ads.

Session

Third

Microsoft

_uetvid

Persistent visitor ID for cross-session Bing/Microsoft Ads attribution.

Persistent

Third

Microsoft

MUID

Tracks users across Microsoft sites and services for ad targeting.

Persistent

Third

Microsoft

MR

Used to reset and renew the Microsoft User Identifier MUID cookie.

Session

Third

Microsoft

t_gid

Identifies a unique visitor for Taboola ad targeting and measurement.

Persistent

1 year

Third

Taboola

t_pt_gid

Tracks visitors across publisher sites for Taboola advertising.

Persistent

1 year

Third

Taboola

taboola_session_id

Tracks activity within a single browsing session for Taboola ad delivery.

Session

Third

Taboola

taboola global:last-external-referrer

Records the last external site that referred you, used by Taboola to measure ad campaigns.

Persistent

Third

Taboola

taboola global:user-id

Assigns you a unique ID so Taboola can measure ad performance across your visits.

Persistent

Third

Taboola

eng_mt

Measure ad conversion rates and optimise advertising banner relevance

Persistent

Third

Taboola

hubspotutk

Uniquely identifies a visitor for HubSpot CRM and marketing attribution.

Persistent

6 months

Third

HubSpot

_pendo_utm.<id>

Stores the marketing campaign details (UTM parameters) from your visit so Pendo can attribute your usage to a campaign.

Persistent

Third

Pendo

 

Functional

Cookies used to remember your preferences and personalise your experience (e.g., language, region, chat history). Without these cookies, some features may be unavailable. These cookies are optional and consent is set only after you opt in via the cookie preference centre, or by accepting all cookies.

Cookie Name/s

Purpose

Duration

Party

Vendor

language

Remembers your preferred language or locale so the app displays in the right language.

Persistent

First

Tradify

newFormLastSelectedCategory

Remembers the last category chosen in the new-form screen.

Persistent

First

Tradify

newFormTemplateLastSelectedCategory

Remembers the last category chosen in the new-form-template screen

Persistent

First

Tradify

smartbanner_exited

Remembers you dismissed the ‘get the mobile app’ banner.

Session

First

Tradify

signUpEmail

Temporarily saves the email entered during signup for later steps.

Session

First

Tradify

trialSignupFormEmailValue

Temporarily remembers the email you entered during signup so the next page can fill it in for you automatically.

Session

First

Tradify

OnboardingTasksPanelSettings

Remembers whether you've expanded or collapsed the onboarding tasks panel.

Persistent

First

Tradify

i18nextLng

Remembers your language choice to display the app correctly on your next visit.

Persistent

First

Tradify

sidebarCollapsed

Remembers whether you've collapsed or expanded the sidebar menu.

Persistent

First

Tradify

previous_page_loads

Tracks pages loaded this session to support site performance features.

Session

First

Tradify

 

At times Tradify may make certain personal information available to strategic partners that work with Tradify to provide products and services, or that help Tradify market to customers.

Tradify shares personal information with companies who provide services such as information processing, extending credit, fulfilling customer orders, delivering products to you, managing and enhancing customer data, providing customer service, assessing your interest in our products and services, and conducting customer research or satisfaction surveys. These companies are obligated to protect your information and may be located wherever Tradify operates.

It may be necessary − by law, legal process, litigation, and/or requests from public and governmental authorities within or outside your country of residence − for Tradify to disclose your personal information. We may also disclose information about you if we determine that for purposes of national security, law enforcement, or other issues of public importance, disclosure is necessary or appropriate.

We may also disclose information about you if we determine that disclosure is reasonably necessary to enforce our terms and conditions or protect our operations or users. Additionally, in the event of a reorganisation, merger, or sale we may transfer any and all personal information we collect to the relevant third party.

Tradify takes precautions — including administrative, technical, and physical measures — to safeguard your personal information against loss, theft, and misuse, as well as against unauthorised access, disclosure, alteration, and destruction.

When you use some Tradify products, services, or applications or post on a Tradify forum, chat room, or social networking service, the personal information you share is visible to other users and can be read, collected, or used by them. You are responsible for the personal information you choose to submit in these instances. For example, if you list your name and email address in a forum posting, that information is public. Please take care when using these features.

Tradify makes it easy for you to keep your personal information accurate, complete, and up to date. We will retain your personal information for the period necessary to fulfil the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.

For personal information, we make good faith efforts to provide you with access so you can request that we correct the data if it is inaccurate or delete the data if Tradify is not required to retain it by law or for legitimate business purposes. We may decline to process requests that are unreasonably repetitive, require disproportionate technical effort, jeopardise the privacy of others, are extremely impractical, or for which access is not otherwise required by local law. Access, correction, or deletion requests can be made to support@tradifyhq.com.

To provide location-based services on Tradify products, Tradify and our partners and licensees may collect, use, and share precise location data, including the real-time geographic location of your computer or device. This location data is used by Tradify and our partners and licensees to provide and improve location-based products and services.

Tradify websites, products, applications, and services may contain links to third-party websites, products, and services. Information collected by third parties, which may include such things as location data or contact details, is governed by their privacy practices. We encourage you to learn about the privacy practices of those third parties.

Tradify may update its Privacy Policy from time to time.