General privacy policy

Privacy policy

Templafy is committed to protecting your privacy. We provide this Privacy Policy to explain the type of information we collect and how that information is used. This Privacy Policy applies to personal data collected through Templafy’s cloud-based content enablement solutions (“Templafy Solutions”), during visits to our website and offices, during attendance at events hosted by us, or when you interact with us via a different channel.  

By “us”, “we”, and “Templafy”, we refer to Templafy ApS and any other affiliates of Templafy.

If there are any questions or concerns regarding this Privacy Policy, you may contact us using the information below.

Templafy ApS
Wilders Plads 15A
1403 Copenhagen
Denmark
privacy@templafy.com

In this Privacy Policy, “personal data” means information that identifies you as an individual. How we handle your personal data depends on which Templafy services you use and how you use them. The legal bases in the below table are a reference to the GDPR Article 6.

PurposeData SubjectsCategories of Personal DataScope Legal basisRecipients
Website Visits

Collection of personal data as you navigate through our websites to process your transactions, improve and personalize your experience and deliver the type of content in which you may have the most interest. Also, any personal data you submit through our websites, e.g., as you register to events and subscribe to newsletters or other material.
We collect personal data about the following individuals:

• Templafy website visitors (Templafy.com)
• Knowledgebase visitors (Support.Templafy.com
We collect the following categories of personal data about you:

• IP address
• Browser and device metadata
• Country or region
• Cookies
• Website usage and interaction data (non identifiable)
• Name, email address, job title & company when submitted via forms
We collect personal data from the following sources:

• Directly from you
• Web & digital analytics providers (e.g. Google Analytics, Microsoft Clarity)
We process the personal data on the following legal basis:

• Consent gathered via cookie consent (settings be changed at the bottom of the websites) and consent checkboxes by forms where you input information.
• Legitimate interest for website optimization and providing you with relevant marketing
We may share the personal data with:

• Templafy affiliates
• Service providers of software and professional services related to management of websites, cookies and similar technologies and marketing, with our primary suppliers being WordPress, Zendesk, OneTrust, Microsoft, Salesforce and Google.
Event Management

Collection of contact information from participants of physical and virtual events hosted or facilitated by Templafy
We collect personal data about the following individuals:

• Event participants/registrants
• Event invites
We collect the following data types:

• Name
• Email address
• Phone number
• Job title
• Company name
• Location
We collect personal data from the following sources:

• Directly from you
• Event agencies
We process the personal on the following legal basis:

• Consent upon event registration or participation
• Legitimate interest for brand promotion, consumer education and engagement
We may share the personal data with:

• Templafy affiliates
• Service providers of software and professional services related to event management, (e.g., webinar software, physical venues)
Account and Billing Management

Manage your Templafy account, provide services and support to improve your account experience, process payments for the services you purchase from us, maintain internal records, and manage long-term customer relationships
We collect personal data about the following individuals:

• Relevant contact persons from customers of Templafy Solutions
• Individuals who purchase other services from Templafy
We collect the following data types:

• Company name (only if it contains personal data)
• Name & contact information
• Payment information such as company bank information, company billing address and company payment history
• Usage data
We collect personal data from the following sources:

• Directly from you
We process the personal on the following legal basis:

• Contractual necessity to deliver services to our customers
• Legitimate interest of improving account adoption and engagement
We may share the personal data with:

• Templafy affiliates
• Service providers of software and professional services related to customer relationship management Primary supplier is Salesforce.
Sales and Marketing (incl. Direct Marketing)

Promoting Templafy’s brand, services,  aims and ideals, incl. advertising and direct outreach, sending promotional communication (e.g. newsletters, product updates, invitations to events, public feedback and webinars, and other relevant marketing content) facilitating sales and negotiations of sales
We collect personal data about the following individuals:

• Individuals who have agreed to or expressed interest in receiving sales or marketing communication, including: customer and prospective customer representatives and newsletter subscribers
• Admins of Templafy solutions
• Website visitors who engage with our content
• Event participants/registrants or invitees
We collect the following data types:

• Name
• Email address
• Phone number
• Job title
• Company name
• Office location
• Communication interaction data (e.g. email opens, clicks) 
We collect personal data from the following sources:

• Directly from you (e.g., as you express interest in a Templafy offering, register for events or provide business cards)
• Public databases (e.g., Linkedin)
• Lead providers (e.g., Zoominfo)
• From your company 
We process the personal on the following legal basis:

• Consent for receiving sales and marketing material & communication
• Legitimate interest for selling and promoting Templafy’s brand and services, support customer education and engagement, maintain business relationships, where consent is not required
We may share the personal data with:

• Templafy affiliates
• Service providers software and professional services related to sales and marketing, surveys, or reward systems, with our primary suppliers being Salesforce and Microsoft (Outlook)
Surveys and Product/User Research

Conducting surveys, user interviews, usability testing, product experiments, win/loss analysis and other research activities to understand user needs, evaluate user satisfaction, and support product improvement and strategic decisions.
We collect personal data about the following individuals:

• Individuals who participate in surveys or Product/User research acitivites
We collect the following data types:

• Name
• Email address
• Phone number
• Job title
• Company industry or name
• Country or region
• Usage data
• Survey / research / interview responses, recordings and transcripts
• Feedback comments
• Support ticket descriptions and issue reports
We collect personal data from the following sources:

• Directly from you
• From product interaction or participation in research sessions
• From you company admin
We process the personal on the following legal basis:

• Consent upon survey/research participation
• Legitimate interest for research to understand consumer perception or experience of Templafy brand or offering, improve our services and understand user needs
We may share the personal data with:

• Templafy affiliates
• Service providers of software related to survey management, product development, research, analytics and client management. Primary supplier is Microsoft (Forms).
Office Visits

Collection of contact information of visitors to Templafy offices for security purposes
We collect personal data about the following individuals:

• Office visitors
We collect the following categories of personal data:

• Name, company name if applicable
• Host and reason for visit
We collect personal data from the following sources:

• Directly from you
We process the personal data on the following legal basis:

• Legitimate interest for ensuring physical security of our premises
We may share the personal data with:

• Templafy affiliates
• Service providers of software related to visitor management (e.g., Microsoft (Forms))
External security auditors
Security and Operations Management

Creation, storage and other processing of system activity logs related to end users of Templafy Solutions to prevent, detect and investigate system events related to security, operational, malicious or fraudulent activity
We collect personal data about the following individuals:

• End users of Templafy Solutions
We collect the following categories of personal data about you:

• Pseudonymized usage data
• System activity logs
• IP address
• Templafy user ID and user profile information
• Device attributes and identifiers
We collect personal data from the following sources:

• Directly from you as you update your Templafy user profile
• Directly from you as you navigate through Templafy Solutions
• From your company admin
We process the personal data on the following legal basis:

• Legitimate interest for maintaining confidentiality, integrity and availability of Templafy Solutions provided to our customers
• Contractual necessity to deliver Templafy Solutions to our customers
We may share the personal data with:

• Templafy affiliates
• Service providers of software and professional services related to security and operations management, with our primary supplier being Microsoft
Service Improvement

Insight and analysis of end user behavior data regarding their use of Templafy Solutions, for the purpose of improving the services and user experience, including through tailored customer support and personalized recommendations, within our principles of data minimization, purpose specification and applicable contractual commitments
We collect personal data about the following individuals:

• End users of the Templafy Solutions
We collect the following data types:

• Usage data, pseudonymized where applicable
• Templafy user ID, job title, department, location, company name
• Name, email address, phone number, and other user profile elements where applicable
• Survey / research / interview responses, recordings and transcripts
• Feedback comments
• Support ticket descriptions and issue reports
We collect personal data from the following sources:

• Directly from you as you update your Templafy user profile
• Directly from you as you navigate through Templafy Solutions
• From your company admin
We process the personal on the following legal basis:

• Legitimate interest for usage insights, improved user engagement and continuous delivery of relevant, user-centric services to our customers
We may share the personal data with:

• Templafy affiliates
• Service providers of software and professional services related to product development and maintenance, with our primary supplier being Microsoft
Fraud Prevention and Compliance

Detecting, investigating, and preventing fraudulent activities, unauthorized access to systems or data, and other harmful or unlawful behaviors 
We collect personal data about the following individuals: 

• Customer representatives
• End users of Templafy Solutions
• Website visitors
We collect the following data types:

• Name
• Email address
• IP address
• Activity logs
• Usage data
We collect personal data from the following sources:

• Directly from you
• From your company admin
• From your use of our Services and website
• From technical logs and monitoring tools
We process the personal on the following legal basis:

• Legitimate interest to ensure security and integrity of our services and to detect and prevent fraud or abuse
• Compliance with legal obligations, where applicable
We may share the personal data with:

• Templafy affiliates
• Service providers supporting security monitoring and infrastructure (e.g. log management, threat detection)
• Legal or regulatory authorities, where required
Assertion and Defense of Legal Claims 

Handling, investigating, asserting, exercising or defending against actual or potential legal claims, including contract enforcement, regulatory actions, or dispute resolution proceedings. 
We collect personal data about the following individuals: 

• Customer representatives
• End users of Templafy Solutions
• Website visitors
• Other individuals involved in the relevant legal matter
We collect the following data types:

• Name
• Email address
• Job title
• Company name
• Communication records
• Contractual documentation
• Activity logs
• Usage data
We collect personal data from the following sources:

• Directly from you
• From your company admin
• From our internal systems and records
• From legal representatives or authorities
We process the personal on the following legal basis:

• Legitimate interest to investigate, assert or defend legal claims and protect our rights
• Compliance with legal obligations, where applicable
We may share the personal data with:

• Templafy affiliates
• Legal advisors and external counsel
• Courts, tribunals, and public authorities
• Insurance providers, where applicable

Usage data (e.g., file names, timestamps, technical metadata) is collected solely for the purposes described above. The Service is not designed to collect or process personal data through technical or free text fields. Users should refrain from entering any personal data into technical or free text fields (e.g., file names) unless explicitly required by the Service. 

We share your personal data only with other parties that may assist us in providing our services, as described in the above table, and further elaborated in this section. We maintain processes designed to ensure that any processing of personal data by third parties is consistent with this Privacy Policy and protects the confidentiality, integrity and availability of your personal data

We may share your personal data within Templafy’s affiliates listed below to provide services to you:

Templafy ApSWilders Plads 15A 1403 Copenhagen K Denmark
Templafy Deutschland GmbHLützowstr. 100 10785 Berlin Germany 
Master IT Solutions B.V. (Templafy Eindhoven)Fellenoord 170 5611ZB Eindhoven Netherlands 
Templafy Ltd.Aylesbury House 17-18 Aylesbury Street EC1R 0DB London United Kingdom 
Templafy Inc.One World Trade Center, 48th 10007 New York NY United States 
Templafy Australia Pty LimitedLevel 13, 68 York Street Sydney NSW 2000 Australia

We may provide your personal data to companies that provide services to help us with our business activities. These companies are authorized to use your personal data only as necessary to provide these services to us, in compliance with this Privacy Policy and appropriate data processing terms signed with them. Third-party service providers are thoroughly vetted in terms of their ability to live up to Templafy’s requirements for information security and data protection measures.

We may disclose your personal data to a third party if we reasonably believe that disclosure is compelled by applicable law, regulation, legal process, or a government request, or to protect the security or integrity of our services, or to protect ourselves, or our customers or users of our website. Unless we are prohibited by law, we will notify you of any disclosure requirement. 

In case Templafy is involved in a merger, sale, consolidation, change in control, transfer of substantial assets, reorganization or liquidation, your personal data and other information concerning your relationship with us might be disclosed, under conditions of confidentiality, to our advisers and any prospective purchaser’s advisers. In this case we will inform you, via email and/or a prominent notice on our website, of any change in ownership and use of your personal data.

In certain cases, we share personal data with trusted third parties that act as independent or joint controllers. These parties may use cookies or similar technologies to collect data about your interaction with our website, for purposes such as analytics, personalized content, and advertising.  For more information about these third parties, the specific data they process, and how you can manage your preferences, please refer to our Cookie Policy

We may also disclose your personal data to any other third party with your prior consent, or after having de-identified or aggregated your personal data in a way that they cannot be used to identify you anymore.   

The personal data collected by us will not be kept for longer than is necessary to fulfil the purposes mentioned above. Retention periods are determined based on the type of data, the purpose of processing, applicable legal obligations, and contractual commitments. When we have no ongoing legitimate business reason nor legal obligation to process your personal data, we will delete, anonymize, or securely store it and isolate it from any further processing until deletion is possible.

We have implemented best practice standards of technical and operational security to protect personal data from loss, misuse, alteration, or destruction. Only authorized personnel of Templafy and of our third-party service providers are provided access to personal data, and these employees and third-party service providers are required to treat this information as confidential. Learn more about our information security practices at our security and privacy trust center

Templafy welcomes innovative technology and methods to improve our services and optimize our business while practicing caution and maintaining a security-first approach in everything we do. Artificial Intelligence (AI) used by Templafy and its service providers is subject to existing stringent security and privacy standards to protect the data with which we have been entrusted. Before authorizing third-party or internal use of AI, we ensure to thoroughly vet the learning capabilities of the machine learning models, assess any increased risks to the rights and freedoms of data subjects, and ensure compliance with the data protection level outlined in any applicable contracts, this policy, and the applicable legislation. Where applicable, customer administrators are given the opportunity to control the degree to which AI functionality is a part of the Templafy Solutions delivered and end users can choose whether to interact with this functionality. To learn more about AI in Templafy Solutions, please visit this webpage. If you are an end user of Templafy Solutions and have questions about the use of AI functionality, please refer to the administrator of your organization.

As applicable by the data protection legislation in your jurisdiction, you may have the ability to exercise your rights to privacy as explained below:

  • Right to access your personal data that Templafy holds
  • Right to rectification of inaccurate personal data about yourself
  • Right to erasure of your personal data, in particular if you withdraw your consent or the data is no longer necessary for the purposes for which it was collected
  • Right to restrict processing, for instance if you wish to contest the accuracy of your data or object to processing based on legitimate interest
  • Right to data portability, i.e., to obtain and reuse your personal data for your own purposes across different services
  • Right to object, e.g., processing based on legitimate interest and direct marketing
  • Rights related to automated decision making and profiling
  • Right to withdraw consent previously given
  • Right to lodge a complaint with a supervisory authority in your EU Member State of residence
  • Right to withdraw from any financial incentive offered by Templafy in exchange of your personal data, e.g., when you participate in surveys

Templafy does not use personal data for automated decision-making, including profiling, within the meaning of Article 22 GDPR. 

Individuals whose personal data is transferred under the Data Privacy Framework also have the right to choose (opt-out) whether their personal data is: 

  • disclosed to a third party (other than our agents acting on our behalf), or 
  • used for a purpose that is materially different from the purpose for which it was originally collected or subsequently authorized. 

For sensitive personal data, we will obtain explicit opt-in consent before such disclosure or use. 


To exercise any of the rights or choice, please contact us at privacy@templafy.com. 

Please note that we may be acting as a data processor on behalf of our customers when delivering services to these customers. If you are an end user of Templafy Solutions and wish to exercise your rights regarding the personal data about you within Templafy Solutions, please refer to the administrator of your organization.

To opt out of marketing communications, you can follow the guide at the bottom of the email from us. If this option is not available, you can write to us at privacy@templafy.com. If you wish to exercise any other privacy right, are unsure which privacy rights apply to you, or have any other question about this Privacy Policy, please write to privacy@templafy.com.

Templafy makes use of cookies to understand and save your preferences for future visits to our websites, compile aggregate data about site traffic and interactions, and improve site experiences and solutions. Individuals may choose to accept or decline non-essential cookies. You can adjust your cookie preferences at any time using the cookie banner and “Cookie settings” link available at the bottom of our websites. 

Please visit our cookie notice for more information. For your first visit to templafy.com or support.templafy.com, you are asked about your cookie preferences. After this, you may change the cookie settings at the bottom of these websites. It is also possible to block all cookies in your browser settings, but please note that this may affect site functionality.

Templafy has implemented measures to promptly handle your privacy requests. To help protect your privacy and security, we might take reasonable steps to verify your identity before granting you access to your personal data. We will make reasonable attempts to promptly investigate, comply with, or otherwise respond to your requests as may be required by applicable law.

Depending upon the circumstances and the request, we may not be permitted to provide access to personal data or otherwise fully comply with your request; for example, where producing your information may reveal the identity of someone else. We might refuse your requests where, at Templafy’s discretion, they may be unfounded, excessive, or otherwise unacceptable under applicable law. 

Your personal data may be transferred to and processed in countries other than the country where it was initially collected, where Templafy operates, or where our partners or third-party service providers operate. Some of these countries might have different and less protective rules than those of your country. As a result, we take measures to ensure that your personal data is safe and protected in compliance with applicable data protection laws. 

Templafy complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce. Templafy has certified to the U.S. Department of Commerce that it adheres to the EU-U.S. Data Privacy Framework Principles (EU-U.S. DPF Principles) with regard to the processing of personal data received from the European Union in reliance on the EU-U.S. DPF and from the United Kingdom (and Gibraltar) in reliance on the UK Extension to the EU-U.S. DPF. Templafy has certified to the U.S. Department of Commerce that it adheres to the Swiss-U.S. Data Privacy Framework Principles (Swiss-U.S. DPF Principles) with regard to the processing of personal data received from Switzerland in reliance on the Swiss-U.S. DPF. If there is any conflict between the terms in this Privacy Policy and the EU-U.S. DPF Principles and/or the Swiss-U.S. DPF Principles, the Principles shall govern. To learn more about DPF program, and to view our certification, please visit the official website of the DPF program.

Templafy is responsible for the processing of personal data it receives under EU-US DPF, the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, and subsequent transfers to a third-party acting as an agent on its behalf. With respect to personal data received or transferred pursuant to the EU-U.S. DPF and the Swiss-U.S. DPF, Templafy is subject to the regulatory enforcement powers of the U.S. Federal Trade Commission. In certain situations, Templafy may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements. In compliance with the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, Templafy commits to resolve DPF Principles-related complaints about our collection and use of your personal information. EU and UK and Swiss individuals with inquiries or complaints regarding our handling of personal data received in reliance on the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF (and the Swiss-U.S. DPF) should first contact Templafy, using the contact information at the top of this Privacy Policy. In compliance with the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, Templafy commits to cooperate and comply respectively with the advice of the panel established by the EU data protection authorities (DPAs), the UK Information Commissioner’s Office (ICO), the Gibraltar Regulatory Authority (GRA), the Swiss Federal Data Protection, and Information Commissioner (FDPIC) with regard to unresolved complaints concerning our handling of personal data received in reliance on the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF. An individual has the possibility, under certain conditions, to invoke binding arbitration for complaints regarding DPF compliance not resolved by any of the other DPF mechanisms. Please see Annex I for additional information.

Where personal data is transferred to third countries not covered by the Data Privacy Framework, Templafy ensures appropriate safeguards, such as the use of Standard Contractual Clauses or European Commission Decision on the adequate protection of personal data under Article 45(1) of the GDPR. 

As a data controller we do not process personal data of children and we do not collect special categories of data. Templafy processes personal data only in a B2B context. If you are an individual, you must act in a business capacity and be at least 18 years old.

At our discretion, we may include hyperlinks on our websites that link to third-party websites. These websites have separate and independent privacy policies. Our Privacy Policy does not cover any linked sites, and we are not responsible for the privacy practices of these sites or any companies we do not own or control. Templafy does not endorse any products, services or other content described or offered on any linked sites. We encourage you to seek out the privacy policies applicable to those sites to understand how your personal data is used and protected outside of Templafy.

Templafy reserves the right to modify this Privacy Policy from time to time. We will post any changes to our Privacy Policy on this page with an “Effective Date” at the top. Please check this page regularly to stay informed of the most recent changes.