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Merged
merged 16 commits into from
Mar 10, 2025
Merged

Data Retention Policy #7377

merged 16 commits into from
Mar 10, 2025

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forstisabella
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@forstisabella forstisabella commented Jan 14, 2025

Proposed changes

Added docs for the new Data Retention and Deletion policy

Merge timing

3/10

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@forstisabella forstisabella added the content-update updates to content that are not new features, includes grammar fixes, added notes label Jan 14, 2025
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@forstisabella forstisabella marked this pull request as ready for review January 22, 2025 18:51
@forstisabella forstisabella requested a review from a team as a code owner January 22, 2025 18:51
@forstisabella forstisabella added new-feature and removed content-update updates to content that are not new features, includes grammar fixes, added notes labels Jan 22, 2025
Comment on lines 9 to 13
1. **[Active customers](#active-customers):** A Business or Team Tier customer that has an active Segment contract with no outstanding invoices and no locked workspace, or a Free Tier workspace that has had event traffic or user activity in the past 30 days.
2. **[Expired customers](#expired-customers):** A Business or Team Tier customer that hasn’t renewed their Segment contract and has their workspace downgraded to Free Tier.
3. **[Contracted customers](#contracted-customers):** A Business Tier customer that elects to stop using add-on features like Unify, Unify+, Engage and/or Linked.
4. **[Churned customers](#churned-customers):** A Business or Team Tier customer that has either explicitly terminated the contract or has unpaid invoices and has their workspace fully locked out.
5. **[Unused Free Tier workspace](#unused-free-tier-workspace)**: A workspace on the Free Tier that has not received any Segment event traffic or had any user activity in the last 30 days.
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should this be listed as bullets instead of numbers?

| **Team** | 365 days | 90 days | Not applicable | 365 days | Not applicable |
| **Free** | 180 days | 60 days | Not applicable | 180 days | Not applicable |

Through the self-serve Data Retention configuration in your workspace, you can configure a custom data retention period through “Workspace Default Archive Retention Period”.
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is “Workspace Default Archive Retention Period” a field in the UI? If so, should this be bolded instead?


1. **[Active customers](#active-customers):** A Business or Team Tier customer that has an active Segment contract with no outstanding invoices and no locked workspace, or a Free Tier workspace that has had event traffic or user activity in the past 30 days.
2. **[Expired customers](#expired-customers):** A Business or Team Tier customer that hasn’t renewed their Segment contract and has their workspace downgraded to Free Tier.
3. **[Contracted customers](#contracted-customers):** A Business Tier customer that elects to stop using add-on features like Unify, Unify+, Engage and/or Linked.
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Is Linked referring to Linked Events? Linked Audiences? or both?

@forstisabella forstisabella changed the base branch from develop to master March 7, 2025 18:27

An active customer is a Business or Team Tier customer that has an active Segment contract with no outstanding invoices and no locked workspace, or a Free Tier workspace that has had event traffic or user activity in the past 30 days.

Segment will enforce a data retention period of up to 3 years for Business Tier customers. If you currently have an extended retention period in place, Segment will continue to honor the previously agreed upon retention period. If your business requires a longer retention period, please contact your sales team to discuss available options.
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Suggested change
Segment will enforce a data retention period of up to 3 years for Business Tier customers. If you currently have an extended retention period in place, Segment will continue to honor the previously agreed upon retention period. If your business requires a longer retention period, please contact your sales team to discuss available options.
Segment enforces a data retention period of up to 3 years for Business Tier customers. If you currently have an extended retention period in place, Segment will continue to honor the previously agreed upon retention period. If your business requires a longer retention period, please contact your sales team to discuss available options.

| **Team** | 365 days | Not applicable | 90 days | 365 days | Not applicable |
| **Free** | 180 days | Not applicable | 60 days | 180 days | Not applicable |

Through the self-serve Data Retention configuration in your workspace, you can configure a custom data retention period through “Workspace Default Archive Retention Period”.
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is this a field? If so, should be bolded instead

Co-authored-by: stayseesong <83784848+stayseesong@users.noreply.github.com>
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