Setup (Unify)

Data Collection

Overview of compliance, defined terms, and data collection specifics across ThriveStack modules.

Compliance

ThriveStack is SOC2 Type II compliant

Visit our Trust Center

Defined Terms

  • Personal Data
  • Financial Partners

Contextual Definitions of "You"

Depending on the context, “you” might be an End Customer, End User, Representative, or Visitor:

End Users. When you use an End User Service, such as saving a payment method with Link, for personal use we refer to you as an “End User.”

End Customers. When you are not directly transacting with ThriveStack, but we receive your Personal Data to provide Services to a Business User, including when you make a purchase from a Business User on a Stripe Checkout page or receive payments or other services from a Business User, we refer to you as an “End Customer.”

Representatives. When you are acting on behalf of an existing or potential Business User—perhaps as a company founder, account administrator for a Business User, or a recipient of an employee credit card from a Business User via Stripe Issuing—we refer to you as a “Representative.”

Visitors. When you interact with ThriveStack by visiting a Site without being logged into a ThriveStack account, or when your interaction with ThriveStack does not involve you being an End User, End Customer, or Representative.

Data Collected by various Modules

1

Marketing Intelligence

  • ThriveStack tracking scriptUsed by modules Marketing Intelligence and Product Intelligence.
  • Cookieless trackingPrivacy-first capability.
  • Browser FingerprintingCollecting non-PII browser characteristics.
2

Product Intelligence

Various JS, SDKs, npm packages use the following to identify users and accounts:

identify()

TraitTypeDescription
user_emailstringUser's email address.
user_namestringUser's full display name.
first_namestringFirst name.
last_namestringLast name.
phonestringPhone number.
avatarstringURL of the user's avatar image.
titlestringJob title or professional role.
usernamestringUsername or handle.
created_atstringISO 8601 date when the user account was created.
planstringCurrent subscription plan (e.g., "free", "pro").

group()

TraitTypeDescription
account_namestringDisplay name of the account or organization.
account_domainstringPrimary domain of the account (e.g., "acme.com").
group_typestringType of group (e.g., "Account", "Team").
industrystringIndustry classification of the account.
employeesnumberNumber of employees in the organization.
planstringCurrent subscription plan (e.g., "free", "enterprise").
websitestringAccount's website URL.
phonestringAccount contact number.
created_atstringISO 8601 date when the account was created.
descriptionstringShort description or biography of the account.
avatarstringURL of the account's logo or avatar image.

track()

PropertyTypeDescription
revenuenumberDollar amount associated with the event (e.g., MRR change). Use decimal format: 49.99.
currencystringISO 4217 currency code (e.g., "USD"). Defaults to "USD" if omitted.
valuenumberAbstract numeric value for non-revenue events (e.g., points, score).
feature_namestringName of the product feature involved.
feature_typestringClassification of the feature: "core", "secondary", "add-on".
page_urlstringFull URL of the page where the event occurred.
page_pathstringPath portion of the URL (e.g., "/dashboard").
page_referrerstringURL of the referring page.
utm_sourcestringUTM source parameter for attribution.
utm_mediumstringUTM medium parameter for attribution.
utm_campaignstringUTM campaign parameter for attribution.
3

Revenue Intelligence

Collects and aggregates Revenue data. For more details, refer to the API References:

Includes name, email address, Transaction amount, Currency, Payment method.

No Credit card or bank information is collected.

All data is Readonly and can never be written/updated to your Billing systems (Stripe, Chargebee, and other connectors).

4

CRM Sync

We provide a Bidirectional Sync between ThriveStack and your CRM system.

CRM ThriveStack

Objects synced from your CRM to ThriveStack will include:

Contacts Companies

ThriveStack CRM

Objects and new fields synced to your CRM indicating metrics for Full Journey Account Signals.