Compliance
ThriveStack is SOC2 Type II compliant
Defined Terms
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Personal Data
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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
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ThriveStack tracking scriptUsed by modules Marketing Intelligence and Product Intelligence.
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Cookieless trackingPrivacy-first capability.
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Browser FingerprintingCollecting non-PII browser characteristics.
2
Product Intelligence
Various JS, SDKs, npm packages use the following to identify users and accounts:
identify()
| Trait | Type | Description |
|---|---|---|
user_email | string | User's email address. |
user_name | string | User's full display name. |
first_name | string | First name. |
last_name | string | Last name. |
phone | string | Phone number. |
avatar | string | URL of the user's avatar image. |
title | string | Job title or professional role. |
username | string | Username or handle. |
created_at | string | ISO 8601 date when the user account was created. |
plan | string | Current subscription plan (e.g., "free", "pro"). |
group()
| Trait | Type | Description |
|---|---|---|
account_name | string | Display name of the account or organization. |
account_domain | string | Primary domain of the account (e.g., "acme.com"). |
group_type | string | Type of group (e.g., "Account", "Team"). |
industry | string | Industry classification of the account. |
employees | number | Number of employees in the organization. |
plan | string | Current subscription plan (e.g., "free", "enterprise"). |
website | string | Account's website URL. |
phone | string | Account contact number. |
created_at | string | ISO 8601 date when the account was created. |
description | string | Short description or biography of the account. |
avatar | string | URL of the account's logo or avatar image. |
track()
| Property | Type | Description |
|---|---|---|
revenue | number | Dollar amount associated with the event (e.g., MRR change). Use decimal format: 49.99. |
currency | string | ISO 4217 currency code (e.g., "USD"). Defaults to "USD" if omitted. |
value | number | Abstract numeric value for non-revenue events (e.g., points, score). |
feature_name | string | Name of the product feature involved. |
feature_type | string | Classification of the feature: "core", "secondary", "add-on". |
page_url | string | Full URL of the page where the event occurred. |
page_path | string | Path portion of the URL (e.g., "/dashboard"). |
page_referrer | string | URL of the referring page. |
utm_source | string | UTM source parameter for attribution. |
utm_medium | string | UTM medium parameter for attribution. |
utm_campaign | string | UTM 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:
ThriveStack CRM
Objects and new fields synced to your CRM indicating metrics for Full Journey Account Signals.