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Privacy Policy

Last Modified: June 2026

We at Heron Martech are committed to protecting your privacy. This Privacy Policy applies to our website (www.sharedirecttech.com) and the ShareDirect platform, including associated customer applications owned and controlled by Heron Martech. This Privacy Policy governs our data collection, processing, and usage practices. It also describes your choices regarding use, access, and correction of your personal information. If you do not agree with the data practices described in this Privacy Policy, you should not use our website or the ShareDirect platform.

We periodically update this Privacy Policy. We will post any changes on this page and, if the changes are significant, we will provide more prominent notice by sending you an email notification. We encourage you to review this Privacy Policy periodically.

If you have any questions, please contact us at privacy@heronmartech.com or by mail to Heron Martech, 6325 Falls of Neuse Road, Suite 35-242, Raleigh, NC 27615 USA, Attn: Privacy.

  1. Use of the ShareDirect Platform by Heron Martech and Our Customers
  2. Information We Collect
  3. How We Use Information We Collect
  4. How We Share Information We Collect
  5. International Transfer of Information
  6. Cookies and Similar Technologies
  7. How to Access & Control Your Personal Data
  8. Anti-Spam Policy
  9. Unsubscribe
  10. Contact
  11. California Consumer Privacy Rights (CCPA/CPRA)

1. Use of the ShareDirect Platform by Heron Martech and Our Customers

The ShareDirect Platform

ShareDirect is a personalized digital engagement platform for associations, alumni networks, nonprofits, and member-based communities. Our platform allows customers to create personalized engagement hubs (ESites) for their leaders, members, and sponsors, enabling community engagement and relationship building at scale. Information added to the ShareDirect platform — either by site visitors providing contact information or when a ShareDirect platform user adds information — is stored and managed on our service providers' servers.

Use by Heron Martech

We use our own website (www.sharedirecttech.com) to provide information about ShareDirect and the Heron Martech platform family. Information we collect through our website is used for our own marketing and is used, disclosed, and protected according to this Privacy Policy.

Use by Our Customers

Our customers and their users use the ShareDirect platform to build personalized engagement experiences for their members and communities. Heron Martech does not control the content our customers create or the types of information they may choose to collect through the platform. That information belongs to our customers and is used, disclosed, and protected by them according to their own privacy policies. Heron Martech processes customer information as directed and in accordance with our service agreements.

We have no direct relationship with individuals who provide Personal Information to our customers through the ShareDirect platform. If you wish to access, correct, or delete information a ShareDirect customer has collected about you, please contact that customer directly.

Sensitive Information

Our agreements with customers prohibit the collection, management, or processing of Sensitive Information through the ShareDirect platform. Sensitive Information includes credit or debit card numbers, personal financial account information, Social Security numbers, passport numbers, driver's license numbers, racial or ethnic origin, physical or mental health information, or other sensitive employment, financial, or health data.

Platform Data and Engagement Analytics

The ShareDirect platform collects and processes engagement data generated by platform activity. This includes, but is not limited to: member hub visitor behavior (pages viewed, content accessed, resources downloaded, time spent), leader activity data (content published, sponsor zones configured, communications sent), sponsor engagement attribution data (content views, click-throughs, co-branded zone performance), Engagement Score data derived from aggregated member behavioral signals, and email open and click tracking data. This data is collected on behalf of and made available to the ShareDirect customer (the organization) operating the relevant platform. Heron Martech uses aggregated, anonymized engagement data to improve platform performance and product development; we do not use individual engagement data for our own marketing or disclose it to third parties except as described in Section 4.

Members, leaders, sponsors, and other individuals who interact with customer-created hubs and ESites should be aware that their interactions are tracked and reported to the ShareDirect customer (the organization) operating that hub. Individuals who wish to opt out of tracking should contact the organization directly or refrain from visiting the hub.

2. Information We Collect

When You Visit Our Website

You may explore our website without providing any Personal Information. When you contact us, request a demo, or subscribe to communications, we request Personal Information such as your name, email address, organization name, phone number, and related details.

Personal Information

Personal Information includes any information you voluntarily submit that identifies you personally — contact details, organization information, transaction data, and information publicly available through services such as LinkedIn, Google, or other sources. It also includes Navigational Information (IP address, browser type, referral source, pages viewed, length of visit) where that information can directly or indirectly identify an individual.

When You Use the ShareDirect Platform

We use analytics software to understand how the ShareDirect platform is used. This software may record information such as how often you use the platform, events that occur within it, aggregated usage data, and performance data. We may link information stored in analytics tools to Personal Information you have provided.

Log Files

When you use our services or view our content, we automatically collect information about your computer hardware and software, including IP address, browser type, domain names, ISP, files viewed, operating system, clickstream data, access times, and referring website addresses. This information is used to operate and maintain the ShareDirect platform and to provide aggregate usage statistics.

Information from Third Parties

From time to time, we may receive Personal Information about you from third-party sources, including partners with whom we offer co-branded services or conduct joint marketing, and publicly available sources such as social media platforms.

Children

Our website and platform are not intended for children under 16. We do not knowingly collect information about children under 16. If you believe we have collected such information, please contact us at privacy@heronmartech.com.

3. How We Use Information We Collect

We Never Sell Personal Information

We will never sell your Personal Information to any third party.

Use of Personal Information

We use your Personal Information to:

  • Improve your experience on our website and the ShareDirect platform;
  • Send you information or content we think may be of interest to you, including marketing communications about our products and services;
  • Promote use of our services and share promotional content in accordance with your communication preferences;
  • Provide aggregated statistical information to partners — this information will not be used to identify any individual user;
  • Notify you of changes to our Terms of Service, Privacy Policy, or other legal agreements;
  • Meet legal requirements.

Legal Basis for Processing (EEA Visitors)

If you are located in the European Economic Area, Heron Martech is the data controller of your personal information. Our Data Protection Officer can be contacted at privacy@heronmartech.com. We will collect personal information from you only where we have your consent, where we need it to perform a contract, where processing is in our legitimate interests, or where required by law.

Security of Personal Information

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use, or disclosure. We secure Personal Information in controlled, secure environments using appropriate physical, technical, and organizational measures.

Retention of Personal Information

We retain Personal Information for as long as we have a legitimate business need to do so. When we no longer have a legitimate need to process your information, we securely delete or anonymize it.

4. How We Share Information We Collect

Service Providers

We may share your information with companies we employ to provide services on our behalf — including data analysis, marketing assistance, payment processing, and customer support. All such service providers are required to adhere to our privacy and customer data handling policies.

Partners

We may share data with trusted partners to contact you based on your request, help us perform statistical analysis, or provide customer support. Partners are prohibited from using your Personal Information except for these purposes and are required to maintain the confidentiality of your information.

Corporate Events

If Heron Martech or our assets are acquired by another company, that company would receive all information gathered through the ShareDirect platform and website. You will be notified via email and/or a prominent notice on our website of any change in ownership and your choices regarding your Personal Information.

Compelled Disclosure

We reserve the right to use or disclose your Personal Information if required by law or if we reasonably believe that use or disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or comply with a law, court order, or legal process.

5. International Transfer of Information

To facilitate our operations, we may transfer information to the United States and allow access to that information from countries in which Heron Martech operates. This Privacy Policy applies regardless of where your information is transferred or stored. We have taken appropriate safeguards to ensure your Personal Information remains protected, including the use of standard contractual data protection clauses where applicable.

6. Cookies and Similar Technologies

What Are Cookies?

A cookie is a small file sent to your browser when you visit a website. We use both first-party cookies (set by us) and third-party cookies (set by partners) that enable features such as analytics, advertising, and interactive content.

How We Use Cookies

We use cookies to analyze trends, administer our website, track user movements, and gather demographic information. Types of cookies we use include:

  • Essential cookies: Strictly necessary to provide our services. These cannot be refused, though you can block them via browser settings.
  • Performance and functionality cookies: Enhance performance and functionality. Non-essential, but certain features may become unavailable without them.
  • Analytics and customization cookies: Help us understand how our site is used and how effective our marketing campaigns are.

Web Beacons

We use clear gifs (web beacons) embedded in web pages and HTML emails to understand content effectiveness. We may link information gathered by web beacons to Personal Information.

Your Cookie Choices

You may set or amend your web browser controls to accept or refuse cookies. You may also opt out of targeted advertising at aboutads.info/choices or youronlinechoices.com.

7. How to Access & Control Your Personal Data

You have the following data protection rights:

  • You can request access, correction, updates, or deletion of your personal information.
  • You can object to processing of your personal information, ask us to restrict processing, or request portability of your personal information.
  • If we collected and process your personal information with your consent, you can withdraw that consent at any time. Withdrawal will not affect the lawfulness of any prior processing.
  • You have the right to complain to a data protection authority about our collection and use of your personal information.

To exercise any of these rights, contact us at privacy@heronmartech.com or by mail to Heron Martech, 6325 Falls of Neuse Road, Suite 35-242, Raleigh, NC 27615 USA, Attn: Privacy. We will respond within a reasonable timeframe.

8. Anti-Spam Policy

Our Terms of Use prohibit use of the ShareDirect platform to send unsolicited commercial email in violation of applicable laws and requires the inclusion of an opt-out mechanism in every marketing email sent through the platform. Violations by a customer can result in immediate suspension or termination of service.

9. Unsubscribe

From Our Communications

You may unsubscribe from our marketing communications by clicking the "unsubscribe" link in any of our emails, or by contacting us at privacy@heronmartech.com. Note that you cannot opt out of transactional emails related to your account or our services.

From Customer Communications

Our customers are solely responsible for their own marketing communications. To unsubscribe from a customer's communications, use the unsubscribe link in their emails or contact them directly.

11. California Consumer Privacy Rights (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA) provide you with specific rights regarding your personal information.

Your Rights

  • Right to Know: You may request disclosure of the categories of personal information we have collected about you, the sources from which it was collected, the business purposes for collecting it, and the categories of third parties with whom we share it.
  • Right to Delete: You may request deletion of personal information we have collected from you, subject to certain legal exceptions.
  • Right to Correct: You may request correction of inaccurate personal information we maintain about you.
  • Right to Opt-Out of Sale or Sharing: We do not sell your personal information and do not share it for cross-context behavioral advertising as defined under CCPA/CPRA.
  • Right to Limit Use of Sensitive Personal Information: We do not use sensitive personal information beyond the purposes permitted under applicable law.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights.

Categories of Personal Information Collected

In the preceding 12 months, we have collected the following categories of personal information: identifiers (name, email address, organization name, IP address); professional or employment-related information (role, organization, chapter or cohort membership); commercial information (products or services considered); internet or other electronic network activity (platform usage data, hub interaction data, engagement analytics); and inferences drawn from any of the above to create a profile about engagement preferences.

How to Submit a Request

To exercise any of the above rights, contact us at privacy@heronmartech.com. We will verify your identity and respond within 45 days. That period may be extended by an additional 45 days when necessary, with notice provided. You may designate an authorized agent to submit a request on your behalf by providing written authorization.

If you are a visitor to a ShareDirect customer's hub or ESite, your request to access or delete data collected through that hub should be directed to the organization (ShareDirect customer) operating it, as they are the data controller for that information.

10. Contact

Heron Martech — ShareDirect

6325 Falls of Neuse Road, Suite 35-242
Raleigh, NC 27615

privacy@heronmartech.com

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