POINTSMITH PRIVACY STATEMENT

This Privacy Notice describes the information Pointsmith Fulfillment Services, LLC and Pointsmith Point-of-Purchase Management Services, LLC (collectively “Pointsmith”, “we”, “our”, or “us”) collects, how we use this information, with whom we share it, and the choices you have in connection with these activities. This Privacy Notice applies to the Pointsmith website, Pointsmith.com and any sub-domains, (collectively, the “Website”) and any other products or services listed below (collectively, our “Services”):

Effective August 1, 2025, we have updated our Privacy Notice. This Privacy Notice has been changed in the following ways:

  • We added new ways in which we collect your personal information (e.g. employment applications);
  • We added new ways in which your personal information is shared, or disclosed to service providers (See PERSONAL INFORMATION WE COLLECT, HOW WE USE IT, HOW LONG WE KEEP IT, AND HOW WE SHARE IT);
  • We added new consumer rights you may be entitled to under the California Privacy Rights Act, which amended the California Consumer Privacy Act, and additional methods by which you can exercise those rights (See RIGHTS OF CALIFORNIA RESIDENTS); and
  • We added the period for which the personal information of California residents will be retained throughout this Privacy Policy.

 

PERSONAL INFORMATION WE COLLECT, HOW WE USE IT, HOW LONG WE KEEP IT, AND HOW WE SHARE IT

Through your use of our Services, we collect personal information, which is information that identifies you or relates to you as an identifiable individual. Through your use of our Website and Services, we collect personal information as outlined below.

A. Information We Collect Directly From Website Visitors

When you visit our Website, we collect your personal information when you:

  • Contact us. When you contact us or submit an inquiry, we collect your personal identifiers (name, email address, telephone number, and company name) and any other information you choose to include in your correspondence. We use this personal information to respond to your questions or inquiries, troubleshoot as necessary, and address any issues you have with our Services. We also use this personal information to send you marketing communications. We retain this information for three (3) years if you do not contract with us for Services, or seven (7) years after contract expiration if you contract with us for Services, or unless we receive a request to delete this information and no exception to your right to deletion applies. Information provided through the website goes through the WordPress Foundation (WordPress) that utilizes an embedded platform by Jotform, Inc (Jotform) then delivered to Microsoft Corporation (Outlook).

We also use the personal information we collect as described in this section to comply with the law, to efficiently maintain our business, and for other limited circumstances as described in HOW WE SHARE YOUR PERSONAL INFORMATION.

B. Information We Collect From Clients

If you are a client of Pointsmith, we will collect your personal identifiers (name, business name, physical address, telephone number, and email address). Your financial account information (i.e. credit card information) is processed using a third party payment processor as described in this Addendum, and thus such information is provided directly to the payment processor. Paypal's full privacy policy can be found here . We do not process your financial account information. Except for the financial information mentioned previously, we retain such information for seven (7) years unless we receive a request to delete this information and no exception to your right to deletion applies. We use this personal information to communicate with you and to fulfill and manage your purchases with us. In our processing of your personal information, we may also use your personal information to defend our rights and the rights of others, to efficiently maintain our business, to comply with the law, and for other limited circumstances as described in HOW WE SHARE YOUR INFORMATION.

 

C. Information We Collect From Vendor Partners

If you are a vendor partner of Pointsmith, we will collect your personal identifiers (name, business name, physical address, telephone number, email address) and your payment information (bank account and routing number), and if an independent contractor, your sensitive information (Social Security number) as part of your W-9 information. We use this personal information to communicate with you, to establish and manage the partnership, and to facilitate your payment. We may also use the personal information we collect as described in this section to comply with the law, to efficiently maintain our business, and for other limited circumstances as described in HOW WE SHARE YOUR PERSONAL INFORMATION. We share this information with our services providers that provide relationship management software, project management software, finance management software, and business intelligence software. We retain this information for up to 7 years after you no longer have an account with us as one of our partners unless we receive a request to delete this information from our client and no exception to your right to deletion applies.

 

D. Information Collected From Third-Party Sources

Pointsmith does not receive personal information from third party companies for any purpose.

 

E. Information We Collect Automatically via Cookies and Other Trackers

In addition to the personal information you provide directly to us, we also collect information automatically as you use our Website. This includes the following internet or other electronic network activity information:

  • Usage information. We use essential, performance, marketing, and analytics cookies to collect information about your interaction with our Services, such as what you access, what you click on, the frequency of access, and how much time you spend on the Services. We use this information to: (i) track you within the Services; (ii) enhance user experience; (iii) conduct analytics to improve the Services; (iv) prevent fraudulent use of the Services; (v) diagnosis and repair Services errors, and, in cases of abuse, track and mitigate the abuse; and (vi) market to you more effectively across different web pages and social media platforms. Third party marketing and analytics cookies may be considered sharing under the CPRA.  More information on these cookies, including a list of third-party marketing and analytics cookies and options with respect to opting out of the sale of your personal data, can be found below.
  • Device information. We use essential, performance, marketing, and analytics cookies to collect certain information about the device you use to access the Services, such as browser type, browser language, hardware model, operating system, and device preferences. We use this information to: (i) track you within the Services; (ii) enhance user experience; (iii) conduct analytics to improve the Services; (iv) prevent fraudulent use of the Services; (v) diagnosis and repair Services errors, and, in cases of abuse, track and mitigate the abuse; and (vi) market to you more effectively across different web pages and social media platforms. Third party marketing and analytics cookies may be considered sharing under the CPRA.  More information on these cookies, including a list of third-party marketing and analytics cookies and options with respect to opting out of the sale of your personal data, can be found below.
  • Location information. We use essential, performance, marketing, and analytics cookies to collect information about your location, which may be determined through your IP address, GPS, or RFID signal. We use this information to: (i) track you within the Services; (ii) enhance user experience; (iii) conduct analytics to improve the Services; (iv) prevent fraudulent use of the Services; (v) diagnosis and repair Services errors, and, in cases of abuse, track and mitigate the abuse; and (vi) market to you more effectively across different web pages and social media platforms. Third party marketing and analytics cookies may be considered sharing under the CPRA.  More information on these cookies, including a list of third-party marketing and analytics cookies and options with respect to opting out of the sale of your personal data, can be found below.

 

To collect this information, our Website utilizes both session and persistent cookies as described below:

  • Necessary cookies. We use necessary cookies to authenticate users, prevent fraudulent use of the Website, and to enable our Website to function properly.
  • Functional cookies. We use functional cookies to provide enhanced functionality and personalization, remember your preferences, diagnose server and software errors, and in cases of abuse, track and mitigate the abuse.
  • Analytics cookies. Analytics cookies allow us and our analytics providers to recognize and count the number of users to the Website, see how users interact with the Website, and when users are using the Website. We use this information to improve the Website. This may be considered a sale under the California Consumer Privacy Act (“CCPA”) or sharing under the California Privacy Rights Act (“CPRA”). To opt-out of sharing through cookies, please visit Do Not Share My Personal Information.
  • Advertising cookies. Advertising cookies identify and store behaviors that users take when visiting our Website. These cookies are used in order to identify you as a prospect for our Website, deliver advertisements that are more relevant to you and your interests, limit the number of times you see an advertisement, and help measure the effectiveness of our advertising campaigns. This may be considered a sale under the CCPA or sharing under the CPRA. To opt-out of sharing through cookies, please visit Do Not Share My Personal Information.

In general, to disable cookies and limit the collection and use of information through them, you can set your browser to refuse cookies or indicate when a cookie is being sent. Particular third-party cookies to note on our Website include:

  • DoubleClick. We utilize DoubleClick by Google to serve ads based on a user’s prior visit to our Website. Each visitor to our Website receives a different cookie and the information collected by the cookie is used to generate conversion statistics and allows us to see the total number of individuals who clicked on our ads. DoubleClick enables Google and its partners to serve ads to you based on your visit to Website in addition to other websites on the Internet. Please review Google’s Privacy Policy for additional information on how Google uses the information collected. Such sharing may be deemed a sale under the CCPA. To opt-out of targeted advertising by Google and this sharing, please visit Do Not Share My Personal Information, you can go to Google’s ad settings or you can install the DoubleClick opt-out add-on.
  • Google Analytics. We use Google Analytics to collect information on your use of our Website to improve our Website. In order to collect this information, Google Analytics may set cookies on your browser, or read cookies that are already there. Google Analytics may also receive information about you from applications you have downloaded that partner with Google. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Google’s ability to use and share information collected by Google Analytics about your visits to our Website is restricted by the Google Analytics Terms of Use and Privacy Policy. Such sharing may be deemed a sale under the CCPA. To prevent your data from being used by Google Analytics, please visit Do Not Share My Personal Information, download the Google Analytics opt-out browser add-on.
  • Google Ads. We use Google Ads to deliver advertisements to you and to track whether you have interacted with an advertisement we have placed elsewhere on the internet. Google Ads stores a conversion tracking cookie on your device when you click on our advertisement. The information obtained through the cookie is used to generate statistics and allows us to see the total number of users who clicked on our advertisements. We also use Google Ads to present to users of our website advertisements across the internet and within the Google advertising network based on their visits to our website. For more information, please review Google’s privacy policy. To opt-out of targeted advertising by Google, you can go to Google’s ad settings.

 

HOW WE SHARE YOUR PERSONAL INFORMATION

 A. General Sharing

Pointsmith shares personal information in the following instances:

  • Within Pointsmith. We share your personal information among our affiliated entities for the legitimate business purposes of efficiently and effectively providing the Services. Access to your personal information is limited to those on a need-to-know basis.
  • With service providers. We share personal information with service providers that assist us in providing the Services. These service providers include our customer relationship management provider, project management provider, financial management platform provider, , call center automation software provider, business intelligence software provider, financial institutions, credit card processor, and website platform provider, which are described more specifically in the PERSONAL INFORMATION WE COLLECT, HOW WE USE IT, HOW LONG WE KEEP IT, AND HOW WE SHARE IT section of this Notice.
  • In the event of a corporate reorganization. In the event that we enter into, or intend to enter into, a transaction that alters the structure of our business, such as a reorganization, merger, acquisition, sale, joint venture, assignment, consolidation, transfer, change of control, or other disposition of all or any portion of our business, assets or stock, we would share personal information with third parties, including the buyer or target (and their agents and advisors) for the purpose of facilitating and completing the transaction. We will also share personal information with third parties if we undergo bankruptcy or liquidation, in the course of such proceedings.
  • For legal purposes. We will share your personal information where we are legally required to do so, such as in response to court orders, law enforcement or legal process, including for national security purposes; to establish, protect, or exercise our legal rights, as required to enforce our terms of service or other contracts; to defend against legal claims or demands; to detect, investigate, prevent, or take action against illegal activities, fraud, or situations involving potential threats to the rights, property, or personal safety of any person; or to comply with the requirements of any applicable law.

 

B. Sharing for a Business Purpose

In the preceding 12 months, Pointsmith has disclosed the following personal information for a business purpose with the following categories of third parties:

  • We have disclosed your internet or other electronic network information collected by cookies to our IT support to detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, and to identify and repair website and platform errors.
  • We have disclosed your internet or other electronic network information collected by cookies to our IT support to update, improve, and maintain the website and platform.
  • We have disclosed your identifiers (business contact information, including email address, telephone number, address, and name) with service providers that perform services on our behalf. These service providers include our customer relationship management provider, project management provider, financial management platform provider, business intelligence software provider, financial institutions, credit card processor, and website platform provider.

 

C. Sale of Personal Information

In the preceding 12 months, Pointsmith has shared your internet or other electronic network activity information collected via cookies and other tracking technologies with our data analytics providers and ad networks as described in “Information We Collect Automatically via Cookies and Other Trackers”. Such sharing may be deemed a sale under the CCPA or a share under CPRA. To opt-out of this sale/sharing, please visit Do Not Share My Personal Information.

 

GENERAL INFORMATION CHOICES

You have the following choices with respect to your personal information:

  • Location settings. You can prevent your mobile device from sharing your location data by adjusting the permissions on your mobile device or within the Services

 

RIGHTS OF CALIFORNIA RESIDENTS

The California Privacy Rights Act, (CPRA) entitles California residents to certain rights. To the extent the CPRA applies to our processing of your personal information, you are entitled to the following rights:

  • Right to Access/Know. You have the right to request what personal information we have collected, used, disclosed, and sold about you, unless doing so proves impossible or would involve disproportionate effort.
  • Right to Deletion. You have the right to request the deletion of your personal information that we collect or maintain, subject to certain exceptions. Once we receive your request to delete and confirm your identity, we will delete (and notify any service providers or third parties, who we have shared or sold your personal information to, to delete) your personal information, unless an exception applies under applicable law.
  • Right to Opt-Out of Sale/Sharing. You have the right to opt-out of the sale or sharing of your personal information to third parties. Pointsmith does not have actual knowledge that it sells or shares personal information of minors under the age of sixteen (16) years. To opt out of the sale or sharing of your personal information, visit Do Not Share My Personal Information
  • Right to Non-Discrimination. You have the right to not receive discriminatory treatment if and when you exercise your rights to access, delete, opt-out, correct, or limit use of sensitive personal information under the CPRA.
  • Right to correct: You have the right to correct inaccurate personal information that we collect or maintain.
  • Right to limit use of sensitive personal information: You have the right to limit the use of how we use your sensitive personal information. Sensitive information includes Social Security number, driver’s license number, biometric information, precise geolocation, and racial and ethnic origin.

To exercise your rights, you may submit a request toll-free at 800-525-8762 or via email privacy@pointsmith.com. For requests submitted via telephone or email, you must provide us with sufficient information that allows us to reasonably verify you are the person about whom we collected the personal information and describe your request with sufficient detail to allow us to properly evaluate and respond to it. To appropriately identify you, we ask that you include in your communication to us you name, email address, and telephone number. If we are not able to verify your identity for access and deletion requests with the information provided, we may ask you for additional pieces of information.

To opt out of the sale or sharing of your personal information, visit Do Not Share My Personal Information, or, for California residents, utilize the opt out preference signal to instruct us to not sell or share any of your personal information collected online. The opt out preference signal will apply to the device, platform, or browser in which you utilize it. You can utilize the opt out preference signal by turning on the signal in your device, platform, or browser setting.

If you are using an authorized agent to submit a privacy request, please provide written permission, signed by the consumer, authorizing the agent to submit the request.

 

RIGHTS OF NEVADA RESIDENTS

If you are a consumer in the State of Nevada, you may request to opt-out of the current or future sale of your personal information. We do not currently sell any of your personal information under Nevada law, nor do we plan to do so in the future. However, you can submit a request to opt-out of future sales by contacting us at 800-525-8762 or privacy@pointsmith.com. Please include “Opt-Out Request Under Nevada Law” in the subject line of your message.

 

DO NOT TRACK

We will not place cookies or collect information via cookies when your browser is set to Do Not Track (DNT). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked. You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.

 

SECURITY OF YOUR PERSONAL INFORMATION

We implement and maintain reasonable security measures to protect the personal information we collect and maintain from unauthorized access, destruction, use, modification, or disclosure. These security measures include strong IT controls over access to applicant information including physical access controls to IT hardware. However, no security measure or modality of data transmission over the Internet is 100% secure and we are unable to guarantee the absolute security of the personal information we have collected from you.

 

AGE RESTRICTION

The Services are not intended for individuals under the age of eighteen (18). If we learn that we have collected or received personal information from a child under the age of eighteen (18), we will delete that information. If you believe we might have information from or about a child under the age of eighteen (18), please contact us at 800-525-8762 or privacy@pointsmith.com.

 

CHANGES TO THIS PRIVACY POLICY

We may amend this Privacy Policy in our sole discretion at any time. If we do, we will post the changes to this page, and will indicate the date the changes go into effect. We encourage you to review our Privacy Policy to stay informed. If we make changes that materially affect your privacy rights, we will notify you by prominent posting on the Website and/or via email.

 

CONTACT US

If you have any questions regarding this Privacy Policy, please contact us at 800-525-8762 or privacy@pointsmith.com.

 

Last modified on August 1, 2025

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