How to Automate GDPR-Compliant Data Deletion Requests in Gorgias

1. To begin, click on "settings".

2. Start by creating a new tag like ‘GDPR Delete’ to help identify data deletion requests. To do this, click on "Tags."

3. Then, click on "Create tag".

4. Add the tag name as GDPR delete and click on "check".

5. Next, create an automation rule to detect common GDPR-related phrases and auto-tag the ticket. To do it, click on Rules.

6. Then, click on "Create rule".

7. Click on "Create Custom Rule".

8. Following that, add a rule to auto-tag tickets as GDPR delete if the message body of the tickets contains delete my data.

9. Finally, draft a macro to confirm the request has been received and explain your data deletion process.

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How to Automate GDPR-Compliant Data Deletion Requests in Gorgias : Step-by-Step Guide

Let’s start by opening the main settings menu from your dashboard. This is where you'll find all the options you need to customize your setup.

Next, navigate to the Tags section—this helps you organize and track requests efficiently. Here, you’ll create a new tag, such as ‘GDPR Delete,’ which makes it easier to identify tickets related to data removal.

In the Tags area, you’ll see an option to add a new tag. Click on “Create tag” to begin setting up your custom identifier.

Now, type in the tag name—something like “GDPR delete”—then confirm your entry by clicking the checkmark. This tag will be used to flag relevant tickets moving forward.

With your tag ready, it’s time to build an automation rule that scans for typical GDPR-related phrases and applies the tag automatically. To start, go into the Rules section where automation options live.

Inside the Rules area, select the button labeled “Create rule” to begin crafting your new automation.

Next, choose “Create Custom Rule” so you can define specific conditions tailored to identify GDPR delete requests.

Set up the rule to look for the phrase “delete my data” anywhere in the ticket’s message body. When detected, this rule will automatically tag the ticket with “GDPR delete,” helping you prioritize these requests effortlessly.

To wrap things up, create a macro that sends an acknowledgment to users confirming their deletion request has been received. This macro can also explain how your data deletion process works, providing clarity and reassurance.

With all these steps completed, you’ve streamlined your GDPR data deletion workflow. Now, enjoy the ease of managing requests quickly and professionally with your new setup.

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