Notifion Expense Legal

Last updated June 8, 2024

Terms of Service

By signing up with Notifion Expense or any of its subsidiaries, you agree to use your account in a manner that is consistent with all applicable laws and regulations and in accordance with the Terms of Service discussed herein.  This Agreement is between Notifion Expense (“the service provider,” “us,” “we,” or “our”) and all its subscribers and users (“the client,” “you,” “your” or “subscriber”). This Agreement and the client's use of services shall become effective on the date the order is submitted by the client to the service provider (“Effective Date”).

Agreement Summary

  • Conditions of Use
  • Dispute resolution process
  • Fee Agreement
  • Terminations
  • Anti-spam Policy
  • Warranties
  • Uptime Guarantee (SLA)
  • Privacy Policy
  • Copyright
  • Partnership Agreements
  • Affiliate PPC Rules
  • GDPR
  • Privacy Shield
  • Sandbox & Nonprofit Account
  • Brand Content

Conditions of Use

These Terms constitute a legally binding agreement between you and Notifion and is deemed accepted by you each time that you visit the Website, or use or access any Notifion Products and Services. You warrant and represent that you are at least 13 years old or older. If you are under age 18 but above 13 you are permitted to use the Notifion Services, provided you do so with the consent of a parent or legal guardian who accepts these Terms on your behalf. Your use of certain Notifion Products and Services may require you to agree to additional terms and conditions, or enter into separate agreements with us or applicable factories, suppliers or other Website users. If you are accepting these Terms and accessing the Website and/or using the Notifion Products and Services on behalf of a company, organization, government, or other legal entity, you represent and warrant that you are authorized to do so. You may use or access the Website and/or the Notifion Products and Services only in compliance with these Terms and all applicable local, state, national, and international laws, rules and regulations. If you do not agree with any of these Terms, please do not access the Website or use any Notifion Products and Services.

The Terms are effective as of the "Last Updated" date above. Notifion may change these Terms at any time, with or without notice to you, by posting an updated version to this web page. If you continue accessing the Website or using any Notifion Products and Services after any such changes, it will mean you accepted any new or changed Terms. Notifion may terminate these Terms and your access to all or any part of the Website and/or the Notifion Products and Services at any time and for any reason without prior notice or liability and in Notifion’s sole discretion. Violation of any of the terms below will result in the termination of your Account.

  • You must be a human. Accounts registered by “bots” or other automated methods are not permitted.
  • You must provide your legal full name, a valid email address, and any other information requested in order to complete the signup process.
  • Your login may only be used by one person – a single login shared by multiple people is not permitted.
  • You are responsible for maintaining the security of your account and password. We cannot and will not be liable for any loss or damage from your failure to comply with this security obligation.
  • You are responsible for all Content posted and activity that occurs under your account (even when Content is posted by others who have access to your account).
  • You may not assign your rights under this Agreement without our prior written consent.
  • You may not use the Service for any illegal or unauthorized purpose. You must not, in the use of the Service, violate any laws in your jurisdiction (including but not limited to copyright laws).
  • We may, but have no obligation to, remove Content and Accounts containing Content that we determine in our sole discretion are unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or otherwise objectionable or violates any party's intellectual property. You may not post sexual graphic content on the Service. While we prohibit such conduct and content on the Service, you understand and agree that we cannot be responsible for the content posted on the Service and you nonetheless may be exposed to such materials.
  • You must use our system in a manner that is ethical and in conformity with community standards.
  • You will respect the privacy of other users (you shall neither intentionally seek data or passwords belonging to other users, nor will you modify files or represent yourself as another user unless explicitly authorized to do so by that user).
  • You will respect the legal protection provided by copyright law, trade secret law, or other laws protecting intellectual property.
  • You will accept notifications of service changes, commercial email and similar offers presented through the Notifion Expense system or via email.
  • You must not upload, post, host, or transmit unsolicited email, SMSs, or “spam” messages (See Anti-spam Policy).
  • You must not modify, adapt or hack the Service or modify another website so as to falsely imply that it is associated with the Service, us, or any other service.
  • You must not use any API credentials in any publicly available software or phone application. This specifically refers to, but is not limited to, embedding API usage in a phone App.
  • You must not transmit any worms or viruses or any code of a destructive nature.
  • This agreement is ‘at-will', meaning that you can cancel your account at any time and so can we (which we exercise typically only in the case of violations of our spam rules but which we reserve for any reason whatsoever).

Dispute resolution process

Notice of Claim

If you have any concern or dispute that Notifion Expense Support is unable to resolve (“Claim”), you agree to first try to resolve the dispute informally and in good faith by contacting us and providing a written Notice of Claim to email legal@notifion.com. The Notice of Claim must provide Notifion Expense with fair notice of your identity, a description of the nature and basis of your Claim, and the relief you are seeking, including the specific amount of any monetary relief you are seeking, and cannot be combined with a Notice of Claim for other individuals. If any dispute related to your Claim is not resolved within 30 days of receipt, any resulting legal actions must be resolved through either small claims court or final and binding arbitration, including any dispute about whether arbitration is required for the dispute, subject to the exceptions set forth below. Neither party shall initiate legal action until 30 days after the Notice of Claim is received. This agreement to arbitrate shall apply, without limitation, to all claims that arose or were asserted before the effective date of the Terms. The arbitrator, and not any federal, state, or local court or agency, shall have the exclusive authority to resolve any dispute relating to the interpretation, applicability or enforceability of the Terms or formation of the Terms, including whether any dispute between us is subject to arbitration (i.e., the arbitrator will decide the arbitrability of any dispute) and whether all or any part of these Terms are void or voidable. Claims related to the Terms, Services, or Software are permanently barred if not brought within one year of the event resulting in the Claim.

No Class Actions

You may only resolve disputes with us on an individual basis, and you may not bring a claim as a plaintiff or a class member in a class, consolidated, or representative action. Nonetheless, if any portion of this class action waiver is deemed unenforceable or invalid as to a particular remedy, then that remedy (and only that remedy) must be severed from the arbitration and may be sought in court. The parties agree, however, that any adjudication of remedies not subject to arbitration shall be stayed pending the outcome of any arbitrable claims and remedies.

Arbitration Rules

The arbitration will be administered in accordance with the applicable arbitration rules in California. There will be one arbitrator that you and Notifion Expense mutually select. The arbitration will be conducted in the English language, but any witness whose native language is not English may give testimony in the witness’ native language, with simultaneous translation into English (at the expense of the party presenting the witness). Judgment upon the award rendered may be entered and will be enforceable in any court of competent jurisdiction having jurisdiction over you and us. In the event of a conflict between the rules of the arbitration provider and the Terms, the Terms will govern.

Arbitration Fees and Costs

Payment of all filing, administration, and arbitrator fees and costs of arbitration will be governed by the rules of the arbitration provider, except that to the extent that you bring a Claim as part of a Coordinated Action, Notifion Expense agrees that the parties will equally share all of the fees and costs of arbitration. If the arbitrator finds that the substance of a Claim or the relief sought in arbitration was frivolous, or a Claim was brought for an improper purpose, the parties may seek to re-allocate the fees and costs of arbitration according to the rules of the arbitration provider.

Exceptions to Arbitration – Small Claims and Injunctive Relief

Notwithstanding the foregoing, either party may elect to have any Claim that is subject to the jurisdiction of small claims court decided in small claims court in Santa Barbara County. Additionally, either party shall be entitled to apply for preliminary injunctive remedies in any jurisdiction, such as in the event of your or others’ unauthorized access to or use of the Services or Software in violation of the Terms. If a party has a dispute in which they seek to obtain both preliminary injunctive relief and other forms of relief, the party may go to court to seek preliminary injunctive relief but must arbitrate its claims or seek relief in small claims court for all other forms of relief.

Acceptance of Arbitration and Right to Opt Out.

Within the first thirty (30) days of your use of the Services and Software or the date of the last update to section 14 (Dispute Resolution, Class Action Waiver, Arbitration Agreement) of the Terms, whichever is later, you have the right to opt out of the arbitration and class action waiver provisions by sending us written notice of your decision at the address above or via email at legal@notifion.com. If you opt out of these provisions, Notifion Expense will not be bound by them and you will have 60 days to cancel your Notifion Expense account.

Indemnification

You agree to defend, indemnify, and hold the Notifion Entities harmless from and against any claims, actions, or demands, including, without limitation, reasonable legal and accounting fees, arising or resulting from: (i) your breach of these Terms; (ii) your access to, use, or misuse of the Website, and/or Notifion Products and Services; (iii) any User Content; or (iv) your violation of any third-party right, including without limitation any intellectual property, or privacy right.

Fee Agreement

The Period of Performance of this Agreement shall commence on the Effective Date and shall automatically renew for additional like periods (renewal periods) under the same terms of service. The Renewal Fees will be automatically debited from the client’s credit card at the beginning of each renewal period, and you agree that the service provider will not require any additional authorization for any recurring payments or automatic billing options. Services are non-refundable unless the pricing terms for the applicable service expressly states otherwise. The service provider may suspend or terminate use of your account if you fail to comply with fee agreement.

  • A valid credit card is required for all accounts.
  • The Service is billed in advance on a monthly or annual basis and is non-refundable. There will be no refunds or credits for partial months of service, upgrade/downgrade refunds, or refunds for months unused with an open account. In order to treat everyone equally, no exceptions will be made.
  • All fees are exclusive of all taxes, levies or duties imposed by taxing authorities, and you shall be responsible for payment of all such taxes, levies, or duties. Local Sales and/or Use taxes may apply.
  • All fees will be collected in United States dollars regardless of your country of origin's currency exchange rate.
  • For any upgrade or downgrade in your monthly plan level, the credit card you provided will automatically be charged the new rate on your next billing cycle.
  • If you upgrade your annual account during the contract period, the change in annual price will be prorated and charged at that time.
  • Downgrading your service may cause the loss of the content, features or capacity of your account. We do not accept any liability for such loss.
  • Should your account exceed your current account limit of contacts plus object records with email address fields, user seats or emails, your service plan will either be upgraded automatically to the next most affordable account level or service package, or it will be billed for overages.
  • If you send SMS messages through Notifion Expense, the credit card you provided will automatically be charged a minimum of $10 for that billing cycle. Fees vary based on carrier and location, and you are solely responsible for all SMS usage and the associated fees. Carrier fees can change without notice, and additional carrier fees may apply.
  • We reserve the right at any time to modify or discontinue, temporarily or permanently, the Service (or any part thereof) with or without notice.  Should this occur, no changes, refunds or credits will be made to your service plan.
  • Prices of all Services, including but not limited to monthly subscription plan fees to the Service, are subject to change upon 30 days notice from us.
  • The service provider may suspend or terminate use of your account if you fail to provide a valid credit card.
  • Failure to make timely payments on your account will result in account suspension. While your account and all of its assets will remain operational, the mailer feature will be disabled after 30 days of non-payment. Monthly billing will continue during this period, and any outstanding balance must be settled without the option to dispute associated fees.
  • Any billing problems or discrepancies must be brought to our attention within thirty (30) days from the date the client is billed. If you do not bring them to our attention within thirty (30) days, you agree that you waive your right to dispute such problems or discrepancies.

Terminations

You are solely responsible for properly canceling your account. We do not take cancellation requests via email, over the phone or chat. All accounts must be canceled by the primary account holder through their account.

  • All of your Content will be immediately deleted from the Service upon cancellation. This information can not be recovered once your account is canceled.
  • If you cancel the Service before the end of your current paid up month, your cancellation will take effect immediately and you will not be charged again.
  • We have the right to suspend or terminate your account and refuse any and all current or future use of the Service, for any reason at any time. Such termination of the Service will result in the deactivation or deletion of your Account or your access to your Account and the forfeiture and relinquishment of all Content in your Account. We reserve the right to refuse service to anyone for any reason at any time.
  • Certain offers allow for a refund of the base account fee if you cancel your account during your refund period (30 days from the date you began paying for your account). If this offer was made available to you, you must first cancel your account, then submit a request for a refund via email to support@notifion.com. Note that usage fees, including but not limited to email, contact and object record volume charges, user seats, SMS, set-up fees, custom programming, services and consulting fees, are not refundable. Additionally, annual subscriptions are non-refundable regardless of the effective date and are exempt from refund offers.

Anti-spam Policy

We strictly prohibit any involvement in unsolicited commercial email (UCE) campaigns, commonly known as spam. We maintain a Zero-Tolerance policy against spam, be it direct, third party or any affiliate or similar agent acting on the account holder’s behalf. All lists used in conjunction with the services provided by the service provider are required to be 100% opt-in lists. Any client account that is connected to a report of or caught violating these policies, will be immediately terminated.

  • You will abide by the U.S. CAN-SPAM Act of 2003 and standards set by the email industry, which state: If it’s unsolicited, it’s spam.
  • You are only permitted to send email to contacts who have specifically requested to receive content from you.
  • You may not add email addresses to our service that you rented, purchased, or “scraped.”  This includes a list of opt-in leads or a list of names and emails received from your Chamber of Commerce, etc.
  • We in no way participate in mass unsolicited emailing (i.e., spamming), and all Partners are expected to adhere to this policy as well. Violation of this policy will result in the termination of your contract and immediate dismissal from the Partner Program.
  • No refunds or pending commissions will be provided to anyone whose account is terminated for violating this policy.

Please report a complaint or violation of this policy to our Abuse Desk.

Warranties

You understand that the service provider, and/or its assigns do not guarantee, imply, or predict any type of profit or response from said services. The client irrevocably covenants, promises and agrees to indemnify the service provider and/or its assigns and to hold the service provider and/or its assigns harmless from and against any and all losses, claims, expenses, suits, damages, costs, demands or liabilities, joint or several, of whatever kind or nature which the service provider and/or its assigns may sustain or to which the service provider and/or its assigns may become subject arising out of or relating in any way to the use of the services provided under this Agreement, including, without limitation, in each case attorneys’ fees, costs and expenses actually incurred in defending against or enforcing any such losses, claims, expenses, suits, damages or liabilities. You agree to use the Service at your own risk.

WE MAKE NO WARRANTIES TO THE CLIENT OF ANY KIND, EXPRESSED OR IMPLIED, WITH RESPECT TO THE SERVICE NOTIFION Expense, ITS SUBCONTRACTORS AND AFFILIATES PROVIDE YOU. WE EXPRESSLY DISCLAIM ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS OF THIS SERVICE FOR A PARTICULAR PURPOSE.

We shall not be liable for any damages suffered by the client, whether indirect, special, incidental, exemplary, or consequential, including, but not limited to, loss of data or service interruptions, regardless of cause or fault. We are not responsible or liable for any lost profits or any lost data or information. While we take all reasonable precautions to ensure your database is secure and protected, the client understands and agrees that the service provider is under no obligation to export, extract, retrieve or “massage” the client’s database except through our EXPORT function.

Uptime Guarantee (SLA)

In the context of the ‘Uptime Guarantee,’ we define "Downtime" as a significant, severe failure that results in a total loss of ability to use the Subscription Service, specifically excluding Free Services. This encompasses complete system failures or crashes affecting a major part of the production environment, with no temporary fixes or solutions available.

"Excluded" refers to downtime attributable to factors beyond our reasonable control, such as natural disasters, government actions, or other major unforeseen events. It also includes issues caused by integrating or using the Subscription Service with incompatible hardware or software, disruptions stemming from external telecommunication or internet failures, misuse or damage of the Subscription Service, and periods of maintenance decided by Notifion Expense.

"Service Uptime" is calculated by subtracting both Excluded and Downtime durations from the total hours in the month, divided by the total operational hours minus Excluded time, then multiplied by 100%.

This Service Uptime Commitment is available for customers on the Enterprise account level. Only the complete months during which the customer has maintained an Enterprise account status will be considered for the Service Level Agreement (SLA) calculations.

Our goal is to achieve a Service Uptime of 99.95% for our Subscription Service each month. Availability will be measured based on our system monitoring software. If Service Uptime falls below 99.95% for two consecutive months, Enterprise account customers are entitled to a credit. This credit is based on the pro-rated fees during the downtime, in excess of the 99.95% goal, over the months where Service Uptime was below the threshold.

To claim this credit, Enterprise customers must formally request it within twenty (20) days after the end of the month in which the 99.95% Service Uptime was not achieved. This request is essential for receiving the SLA credit, which will be applied to the subsequent renewal term's invoice or charge for the Subscription. This uptime commitment does not apply to Free Services.

Privacy Policy

The service provider will not rent, sell, access or in any way use the client’s customer database information except as required to render the service, such as while delivering customer support.

  • We collect the email addresses of those who communicate with us via email, aggregate information on what pages consumers access or visit, approximate location, IP address, and information volunteered by the consumer (such as survey information and/or site registrations).The information we collect is used to improve the content of our web pages and the quality of our service.
  • We do not share your mobile number with third parties. We send SMS updates a few times per week at most. Message and data rates may apply. To opt-out, simply reply with "STOP" at any time.
  • We ask for information such as your name, company name, email address, billing address and credit card information for users of our services.  We use collected information for the following general purposes: products and services provision, billing, identification and authentication, services improvement, contact, and research.
  • A cookie is a small amount of data, which often includes an anonymous unique identifier, that is sent to your browser from a website’s computer and stored on your computer’s hard drive. Cookies are required to use our service.  We use cookies to record current session information but do not use permanent cookies.
  • We use third party vendors and hosting partners to provide the necessary hardware, software, networking, storage and related technology required to run the services provided. Although we own the code, databases and all rights to the application, you retain all rights to your data.
  • We may disclose personally identifiable information under special circumstances, such as complying with subpoenas or when your actions violate the Terms of Service.
  • Notifion Expense uses the IP2Location LITE database for IP geolocation.
  • Notifion Expense’s use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy including the Limited Use requirements.
  • The Notifion Expense Calendar system uses Google's APIs to:
  • Read your Google login email address so we can display the account your calendars are synced to.
  • Read the first name and last name of your Google contacts and other contact information that is synced from Google to Notifion Expense so Notifion Expense can properly display event guest information and fully populate contact information (if you decide to import Google event attendees as Notifion Expense contacts).
  • Read your list of Google calendars so you can select individual calendars in Notifion Expense and so we can track calendar list changes (e.g., deleting a synced Google calendar).
  • Allow you to create, view, update and delete your Google calendar event details, including event guests and RSVP statuses, and keep this information synced between Notifion Expense and Google.
  • We may periodically update this policy and will notify you about significant changes in how we treat personal information by sending a notice to the primary email address specified for your account or by placing a prominent notice on our site. This includes the transfer of data in the event Notifion Expense is acquired by or merged with another company.

Copyright

Notifion Expense reserves the right in its sole discretion to terminate or modify permission to display the logo, and may request that third parties modify or delete any use of the collateral that, in our sole judgment, does not comply with these guidelines, or might otherwise impair our rights in the logo.

  • As a general rule, third parties may not use the Notifion Expense logo unless approved logo artwork is provided by us.
  • The logo may not be used in any manner that might imply that any non-Notifion Expense materials, including but not limited to goods, services, websites, or publications, are sponsored, endorsed, licensed by, or affiliated with Notifion Expense.
  • The logo may not be displayed as a primary or prominent feature on any non-Notifion Expense materials. Companies using the logo pursuant to these guidelines must also display, in the primary and more prominent position, their own logo(s), business name, product names, or other branding.
  • The logo may not be imitated or used as a design feature in any manner.
  • The logo may not be used in a manner that would disparage Notifion Expense or its products or services.
  • Neither the logo nor any part of the Notifion Expense name (e.g., Ontra) may be used in any other company name, product name, service name, domain name, website title, publication title, or the like.
  • Non-Notifion Expense materials should not mimic any Notifion Expense advertising, product packaging, or website design.
  • The logo must be used as provided by Notifion Expense with no changes, including but not limited to changes in the color, proportion, or design, or removal of any words or artwork. The logo may not be animated, morphed, or otherwise distorted in perspective or appearance.
  • The logo must stand alone and may not be combined with any other object, including but not limited to other logos, words, graphics, photos, slogans, numbers, design features, or symbols. The logo must never be used to represent the word Notifion Expense in text, including in a headline, product-name logotype, or body copy.
  • The logo must not be incorporated or used in any manner as part of, or in close proximity to another company’s name, domain name, product or service name, logo, trade dress, design, slogan, or other trademarks.
  • The look and feel of the Service is copyright ©1999-2016 Notifion Expense, All rights reserved. You may not duplicate, copy, or reuse any portion of the application.
  • Notifion Expense further reserves the right to object to unfair uses or misuses of its trademarks or other violations of applicable law. For real, don’t mess with the logo or our trademarked name.

Partnership Agreements

By agreeing to receive commissions, you agree to Terms and Rules discussed herein. This Agreement is between Notifion Expense (“affiliate manager,” “us,” “we,” or “our”) and the Partner (“the referrer,” “you,” “your” or “partner”). We are independent parties and this agreement will not form any partnership. This agreement will begin upon your first accepted commission (“Effective Date”) and will end when terminated by either party. Termination may happen at any time, with or without cause, by giving the other party written notice of termination.

  • The referral program is available to current Notifion Expense clients, active Certified Experts, active Agency Partners and approved applicants to the Partner Program only.
  • Commissions are earned at a rate of 25%, of the paid “package” subscription, to the “last referrer” noted on the customers affiliate link at the time of their first purchase unless otherwise stated in your Agency Partner agreement.
  • Packages consist of the base level plans listed on expense.notifion.com/pricing and do not include add-ons, user seats, messages or any other Notifion Expense products.
  • Earned commissions will be approved and paid one week after referred accounts pass their refund period. We have the right to change our refund policy at any time, and, if we do, the commissions will be adjusted accordingly.
  • Approved commissions over $100 will be paid out each week on Fridays via Paypal.
  • NO COMMISSIONS can be earned on your own account.  No self-referring for the sole purpose of getting a discount.
  • The Referrer (Partner) and Referee may not be immediate family members, and must reside at different addresses.
  • We will monitor, track and audit referrals submitted for accuracy and to prevent fraud. We reserve the right to clawback paid commission, exclude you from earning commissions and forfeit any partner rewards should we find any errors or agreement violations.
  • We will manually add you as the referral partner, per your request, if the client doesn’t sign-up with your affiliate link and all of the following requirements are met:
  • You — the referrer — must make the request within 30 days of the first account payment by the referred account.
  • You must be a current client, active Certified Expert or active Agency Partner.
  • The account owner of the referred account must respond to our inquiry to confirm you referred them.
  • The referred account does not currently credit another partner.
  • In order to claim approved commissions you must have a valid Paypal account.
  • All unclaimed approved commissions older than six months, will be canceled.
  • You can download your 1099 from Paypal for United States taxes.
  • By posting a change notice, we may modify any of the terms and conditions within this Agreement at any time and at our sole discretion. If any of the modifications are unacceptable to you, your only recourse is to terminate this Agreement. Continued participation in the program 30 days following the posting will be considered as your acceptance of the change.

Notifion Expense Affiliate PPC Rules

Search Engines

Bidding is allowed on Google and Bing/Yahoo with a few restrictions listed herein. Bidding on Ask, Facebook, Twitter, Find What and other search engines and social media sites is permitted with no restrictions on Notifion Expense trademarked terms. Clause 3 below (Competitor Terms) in the PPC Policy must be followed on all pay-per-click search engines and advertisements.

Notifion Expense and Manufacturer Trademarks

  • Affiliates may not bid on Notifion Expense trademark terms on Google and Bing/Yahoo, including international versions.
  • There are no trademark restrictions with Notifion Expense trademarks on Ask, Find What, Facebook, and other pay-per-click search engines.
  • Affiliates MAY NOT use notifion.com in the display URL at any PPC search engine or various content network sections. Alternative spellings of our domain name are also not permitted. See direct linking policy below for additional information.
  • Affiliates are permitted to use Notifion Expense trademarks in the URL to the right of the domain in the display URL. Example: www.yoursite.com/NotifionExpense.
  • Affiliates may not include "Official Site" or make representations that your advertisement is from Notifion Expense.
  • Affiliates may not bid on Notifion Expense + "term" on Google and Bing/Yahoo. Example: Notifion Expense reviews, Notifion Expense discounts, etc.
  • Notifion Expense terms include all of the following and any potential misspellings not shown here:
  • notifion.com
  • www.notifion
  • Notifion Expense
  • Notifion Expense Pages
  • Notifoin
  • Notiffion
  • Notifoinn
  • Notefion
  • Nottifion
  • Notiphion
  • Notifon
  • Notifian
  • Notyfion
  • Notifoin
  • Affiliates may bid on manufacturer specific terms, although some manufacturers have blocked the use of their terms on various search engines without prior permission.

Direct to Merchant / Landing Pages

  • Direct-to-merchant linking is not permitted on Google and Yahoo/Bing. Affiliates may not use our URL in the display URL on any PPC advertisement.
  • Domain misspellings are not allowed in the display URL on any advertisement
  • Affiliates bidding on Notifion Expense trademarks may not use a landing page that includes advertisements for competitors.

Geo-targeting and Dayparting

  • Geo-targeting is allowed on all search engines as long as policies regarding display URL, competitor terms and trademarks are followed.
  • Dayparting is allowed on all search engines as long as policies regarding display URL, competitor terms and trademarks are followed.
  • Using geo-targeting and dayparting to avoid enforcement of the Notifion Expense PPC Policy is strictly prohibited and grounds for immediate removal and reversal of all commissions up to 30 days prior to the date of the PPC violation.
  • International geo-targeting is allowed as long as the advertisement is truthful in the Notifion Expense international policies.
  • International affiliates may not use a Notifion Expense display URL on any search engine, including but not limited to expense.notifion.com, and any related misspellings.

Ad Copy Restrictions

  • Truth in advertising: Affiliates are required to be truthful about any advertisement representing Notifion Expense.
  • Do not represent your advertisement as an official or endorsed Notifion Expense advertisement or site.

Exclusions, Penalties and Notifications

  • Notifion Expense reserves the right to exclude any or all of our PPC policy for individual affiliates at our sole discretion.
  • Excluded affiliates are required to agree via signed contract to any exclusion permitted herein. Do not assume exclusion via verbal or written communication.
  • Affiliates receive one warning and are given 48 business hours to comply with any PPC violations. A second violation will result in termination of the affiliate relationship and may be cause for reversal of past commissions earned up to 30 days prior to the second violation. See below exceptions to this policy.
  • Affiliates found using geo-targeting or dayparting features on search engines to avoid enforcement of the Notifion Expense PPC Policy will be immediately removed from the Notifion Expense affiliate program, have all commissions reversed up to 30 days prior to the violation date and be immediately reported to the Affiliate Network for investigation.
  • Affiliates found in breach of the PPC Policy and Terms of Service regarding competitor terms will be immediately removed from the program, have all commissions reversed up to 30 days and be subject to a $5,000 penalty.
  • From time to time, Notifion Expense may review the PPC policy for changes in the way search engines operate or changes in Notifion Expense philosophy. Any changes made to the PPC Policy will be announced via the Notifion Expense Partner Center and posted on the Notifion Expense legal website. Affiliates are given no less than seven business days to comply with any new PPC terms before a first violation is cited on the affiliate's account.

Reporting Violations

Violations of the Notifion Expense PPC Policy may be reported to support@Notifion.com. Please have all applicable proof in your email, including but not limited to screenshots of the ad, geographical location of the ad, URL/network tracking information and the search engine where the ad was found.

This Agreement will be governed by the laws of the United States and the state of California. Any action relating to this Agreement must be brought in the Federal or State courts located in Santa Barbara, California, and you irrevocably consent to the jurisdiction of such courts. You may not assign this Agreement, by operation of law or otherwise, without our prior written consent. Subject to that restriction, this Agreement will be binding on, inure to the benefit of, and enforceable against the parties and their respective successors and assigns. Our failure to enforce your strict performance of any provision of this Agreement will not constitute a waiver of our right to subsequently enforce such provision or any other provision of this Agreement. By submitting this Partner Agreement form, you acknowledge that you have read this agreement and agree to all its terms and conditions. You have independently evaluated this program and are not relying on any representation, guarantee, or statement other than as set forth in this agreement.

GDPR, Privacy Shield and Notifion Expense

What is GDPR?

  • GDPR (General Data Protection Regulation) is a new set of rules - effective beginning May 25, 2018 - imposed by the European Union on all organizations worldwide that collect or process data about EU citizens.
  • It’s a complicated set of regulations, and we are not attorneys so you’ll want to do your own research on GDPR compliance and handle it appropriately for your organization.
  • This section outlines Notifion Expense’s compliance with our part of GDPR, and the ways in which we help you comply with your part.
    • Right of access: Individuals can ask to see the information you have stored about them. You can honor those requests by exporting their contact data on request and sending it to them.
    • Right to recertification: Individuals can ask to have the data you store about them updated. You can honor those requests with forms or by manually updating their data in Notifion Expense.
    • Right to erasure: Individuals can ask to have their data erased. You can honor those requests by deleting their records in Notifion Expense.
    • Right to restrict processing: Individuals can ask you to stop processing their data. When they do, all you’ll be allowed to do with that data is to store it. For simplicity's sake, we’d recommend deleting the data of contacts who exercise this right.
    • Right to data portability: Individuals can ask to have their data sent to another Data Controller. You can honor those requests by sending the data via CSV after export from Notifion Expense.

Your other responsibilities as a Data Controller

GDPR imposes other responsibilities on Data Controllers (that’s you) including, but not limited to, sharing your privacy policy and letting people know how you’ll use their data before you collect it. Your attorney can advise you on the full scope of your responsibilities as a Data Controller.

Please note that as part of Notifion Expense’s Terms of Service, you indemnify Notifion Expense for any legal responsibility arising out of your failure to comply with GDPR.

Our responsibilities as a Data Processor

As a technical services provider who stores the personal information of EU citizens on behalf of Data Controllers, we have certain responsibilities under GDPR which we comply with, including:

  • Managing Data Processing - Notifion Expense has clear documentation on where our data comes from, how it is stored, and where it goes after we get it. Notifion Expense will only process personal data on instructions from the controller, and inform the controller if it believes said instruction infringes on the GDPR (28.3)
  • Accountability and Governance - Notifion Expense will maintain all applicable PCI-DSS requirements to the extent that we possess, store, process, or transmit cardholder data on behalf of the customer, or to the extent that we could impact the security of the customer's cardholder data environment. As a PCI-compliant handler of sensitive consumer data, Notifion Expense is subject to — and adheres to — incredibly strict and detailed physical, technical and organizational data management and security policies. Notifion Expense takes extraordinary steps to secure your data, ensure stability and uptime, manage data backup and disaster recovery, and regularly test security (32.1)
  • Authorized Use of Sub-processors - Notifion Expense uses sub-processors as a routine part of offering our service. It is our responsibility to ensure our subcontractors comply with GDPR, and we will comply with those rules. As a Data Controller, your agreement to our use of sub-processors is part of our legal Terms of Service and required to be an Notifion Expense user. We maintain a list of sub-processors here for your review: We maintain a list of sub-processors here for your review: Amazon Web Services, Google, Pendo, UnitedLayer, FullStory, Segmetrics, Nylas, Cloudflare, Atlassian, Zendesk, OpenAI (if you use AI Assistant or Copywriter) and any payment gateway that you connect to your account. (28.2)
  • Maintain Records of Processing Activities - Notifion Expense is unique in the level of detail we record and display to you about data processing activity in your account. . (30)
  • Notification of Breach - Notifion Expense will comply with the GDPR with respect to any data breach.  (33.2)

If you have any questions regarding Notifion Expense’s compliance with GDPR, feel free to contact us at legal@notifion.com

Privacy Shield Policy

Despite the EU Court decision of 2020,  Notifion Expense continues to comply with the EU-U.S. Privacy Shield Framework and the Swiss-U.S. Privacy Shield Framework(s) as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the European Union and/or Switzerland to the United States. Notifion Expense has certified to the Department of Commerce that it adheres to the Privacy Shield Principles. If there is any conflict between the terms in this privacy policy and the Privacy Shield Principles, the Privacy Shield Principles shall govern.  To learn more about the Privacy Shield program, and to view our certification, please visit https://dataprivacyframework.gov.

Authorized Use of Sub-processors - Notifion Expense uses sub-processors as a routine part of offering our service. It is our responsibility to ensure our subcontractors comply with GDPR, and we will comply with those rules. As a Data Controller, your agreement to our use of sub-processors is part of our legal Terms of Service and required to be an Notifion Expense user. We maintain a list of sub-processors here for your review: Amazon Web Services, Google, Pendo, UnitedLayer, FullStory, Segmetrics, Nylas, Cloudflare, Atlassian, Zendesk, OpenAI (if you use AI Assistant or Copywriter) and any payment gateway that you connect to your account. (28.2)

Data Processing Agreement and Standard Contractual Clauses

In response to the EU Court decision of 2020 which invalidated Privacy Shield as an acceptable basis for the transfer of customer data outside the EU, Notifion Expense has adopted and integrated the following Data Processing Agreement and Standard Contractual Clauses into our legal Terms of Service.

By continuing to use Notifion Expense services, both the client and Notifion Expense agree to the terms outlined in that document which can be found here.

Collection and Use of Personal Data

Notifion Expense provides various products and services to its customers, some of whom are EU citizens. Notifion Expense collects personal data from individuals when they purchase our products, fill out a form on our website, log in to their account, complete surveys, request information or otherwise communicate with us. For example, Notifion Expense customers may choose to seek live support or post to a message board.

The personal data that we collect may vary based on the customer’s interaction with our website and request for our services. Generally, Notifion Expense collects contact information, including names, email and physical addresses, phone numbers, company names and more. We also collect payment information including credit card information. Customers have the option to log into their accounts online and to request service online, including through a live support option; we will collect information that they choose to provide to us through these portals.

When Notifion Expense customers or non-customers use our services or website online, we will collect their IP address and browser type, along with contact information and any other information that the person chooses to submit through our website.

The information that we collect from customers is used for selling the products and services they buy from us, managing transactions, reporting, invoicing, renewals, and other operations related to providing services and products to our customers.

Notifion Expense also serves its customers as a service provider. In our capacity as a service provider, we will receive, store, and/or process personal data. In such cases, we are acting as a data processor and will process the personal information on behalf of and under the direction of our partners and/or agents. The information that we collect from our customers in this capacity is used for managing transactions, reporting, invoicing, renewals, and other operations related to providing services to our customers.

Notifion Expense uses the personal data that we collect from our customers for the following business purposes, without limitation:

  • maintaining and supporting our products, delivering and providing the requested products/services, and complying with our contractual obligations (including managing transactions, reporting, invoices, renewals, and other operations related to providing services to a customer);
  • satisfying governmental reporting, tax, and other requirements (e.g., import/export);
  • storing and processing data in computer databases and servers located in the United States;
  • verifying identity (e.g., for online access to accounts);
  • as requested by our customers;
  • for other business-related purposes permitted or required under applicable local law and regulation;
  • and as otherwise required by law.

Notifion Expense does not disclose personal information to third parties for purposes that are materially different than what it was originally collected for. Should this change in the future, we will provide individuals with the option to opt out.

Disclosures and Onward Transfer of Personal Data

Notifion Expense discloses personal data only to third parties who reasonably need to know such data only for the scope of the initial transaction and not for other purposes. Such recipients must agree to abide by confidentiality obligations.

Notifion Expense may provide personal data to third parties that act as agents, consultants, and contractors to perform tasks on behalf of and under our instructions. For example, Notifion Expense may store such personal data in the facilities operated by third parties, such as those mentioned in the GDPR section above this Policy. Such third parties must agree to use such personal data only for the purposes for which they have been engaged by Notifion Expense and they must either:

  • comply with the Privacy Shield principles or another mechanism permitted by the applicable EU & Swiss data protection law(s) for transfers and processing of personal data
  • or agree to provide adequate protections for the personal data that are no less protective than those set out in this Policy

Notifion Expense may be required to disclose an individual's personal information in response to a lawful request by public authorities, including to meet national security or law enforcement requirements. Notifion Expense is liable for appropriate onward transfers of personal data to third parties.

Notifion Expense does not collect Sensitive Data from its customers.

In the case of an onward transfer of your data, Notifion Expense bears responsibility for the processing of personal information it receives under the Privacy Shield and subsequently transfers to a third party acting as an agent on its behalf. Notifion Expense shall remain liable under the Principles if our agent processes such personal information in a manner inconsistent with the Principles, unless we prove that it we are not responsible for the event giving rise to the damage.

Data Integrity and Security

Notifion Expense uses reasonable efforts to maintain the accuracy and integrity of personal data and to update it as appropriate. Notifion Expense has implemented physical and technical safeguards to protect personal data from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. For example, electronically stored personal data is stored on a secure network with firewall protection, and access to Notifion Expense's electronic information systems requires user authentication via password or similar means. Notifion Expense also employs access restrictions, limiting the scope of employees who have access to personal data.

Further, Notifion Expense uses secure encryption technology to protect certain categories of personal data. Despite these precautions, no data security safeguards guarantee 100% security all of the time.

Notifion Expense personnel may access and use personal data only if they are authorized to do so and only for the purpose for which they are authorized.

Right to Access, Change, or Delete Personal Data

  • Right to Access - Customers have the right to know what personal data about them is included in the databases and to ensure that such personal data is accurate and relevant for the purposes for which Notifion Expense collected it. Customers may review their own personal data stored in the databases and correct, erase, or block any data that is incorrect, as permitted by applicable law and Notifion Expense policies. Upon reasonable request and as required by the Privacy Shield principles, Notifion Expense allows customers access to their personal data in order to correct or amend such data where inaccurate. Customers may edit their personal data by logging in to their account profile or by contacting Notifion Expense by phone or email. In making modifications to their personal data, Data Subjects must provide only truthful, complete, and accurate information. To request erasure of personal data, customers should submit a written request to legal@notifion.com.
  • Requests for Personal Data - Notifion Expense will track each of the following and will provide notice to the appropriate parties under law and contract when either of the following circumstances arise: (a) legally binding request for disclosure of the personal data by a law enforcement authority unless prohibited by law or regulation or (b) requests received from the Data Subject. If Notifion Expense receives a request for access to his/her personal data from a customer, unless otherwise required under law or by contract with such customer, Notifion Expense will refer such Data Subject to the customer.
  • Satisfying Requests for Access, Modifications, and Corrections - Notifion Expense will endeavor to respond in a timely manner to all reasonable written requests to view, modify, or inactivate personal data.

Privacy Shield Policy

This policy may be amended from time to time, consistent with the Privacy Shield Principles and applicable data protection and privacy laws and principles. We will notify our customers if we make changes that materially affect the way we handle personal data previously collected, and we will allow them to choose whether their personal data may be used in any materially different manner.

Questions, Complaints, Dispute Resolution

In compliance with the Privacy Shield Principles, Notifion Expense commits to resolve complaints about our collection or use of your personal information.  European Union and Swiss individuals with inquiries or complaints regarding our Privacy Shield policy should first contact Notifion Expense at: legal@notifion.com.

Notifion Expense has further committed to refer unresolved Privacy Shield complaints to the EU data protection authorities, an alternative dispute resolution provider located in the EU. If you do not receive timely acknowledgment of your complaint from us, or if we have not resolved your complaint, please visit this link to find contact information for your local Data Protection Authority or contact the Swiss Federal Data Protection and Information Commissioner for more information or to file a complaint.  The services of these EU DPAs and the Swiss Commissioner are provided at no cost to you.

Notifion Expense commits to cooperate with the panel established by the EU data protection authorities (DPAs) and/or the Swiss Federal Data Protection and Information Commissioner and to comply with the advice given by the panel and/or Commissioner with regard to human resources data transferred from the EU or Switzerland.

The Federal Trade Commission has jurisdiction over Notifion Expense’s compliance with the Privacy Shield.

Arbitration

As a last resort and in limited situations, EU and Swiss individuals may seek redress from the Privacy Shield Panel, a binding arbitration mechanism.

An individual who decides to invoke this arbitration option must take the following steps prior to initiating an arbitration claim: (1) raise the claimed violation directly with the organization and afford the organization an opportunity to resolve the issue within the timeframe set forth in Section III.11(d)(i) of the Principles; (2) make use of the independent recourse mechanism under the Principles, which is at no cost to the individual; and (3) raise the issue through their Data Protection Authority to the Department of Commerce and afford the Department of Commerce an opportunity to use best efforts to resolve the issue within the timeframes set forth in the Letter from the International Trade Administration of the Department of Commerce, at no cost to the individual. This arbitration option may not be invoked if the individual’s same claimed violation of the Principles (1) has previously been subject to binding arbitration; (2) was the subject of a final judgment entered in a court action to which the individual was a party; or (3) was previously settled by the parties.

In addition, this option may not be invoked if an EU Data Protection Authority or the Swiss Commissioner (1) has authority under Sections III.5 or III.9 of the Principles; or (2) has the authority to resolve the claimed violation directly with the organization.

Sandbox Accounts

Notifion Expense Sandbox accounts are a complimentary service. However, charges will incur if usage from SMS or other messaging services are generated during testing.

Sandbox accounts may not be used for marketing, processing genuine customer data, processing real ecommerce transactions or running partner or affiliate programs.

  • For developers who are creating public-facing integrations with Notifion Expense, there are no time limits on your Sandbox Account.
  • For our Notifion Expense Experts, Sandbox accounts will be active for as long as your certification is valid.

Nonprofit Accounts

To be approved for an Notifion Expense Nonprofit Account, you must have proof of your 501(c)(3) status. If approved, the nonprofit discount will be 50% off your first year, then 20% off thereafter for the lifetime of your account, as long as your 501(c)(3) status is intact.

Brand Content

Notifion or its licensors retain all right, title and interest in and to its designs, text, graphics, images, video, information, logos, button icons, software, audio files and other brand content used on the Website and/or the Notifion Products and Services (collectively, "Brand Content"). All Brand Content is the property of Notifion or its licensors. The compilation (meaning the collection, arrangement and assembly) of all content that is part of the Website and/or the Notifion Products and Services is the exclusive property of Notifion and is protected by copyright, trademark, patent and other laws. Unauthorized use of the Brand Content may violate these laws and/or applicable communications regulations and statutes, and is strictly prohibited. You must preserve all copyright, trademarks, service mark and other proprietary notices contained in the original Brand Content on any authorized copy you make of the Brand Content.

You’re not allowed to: (i) use our trademarks, service marks or logos without our written permission in each instance; (ii) copy or use the Brand Content for any purpose other than your use of any Notifion Products and Services; (iii) remove any copyright or other protected notices contained in the Brand Content on any authorized copy you make of the Brand Content; (iv) sell, transfer, assign, license, sublicense, or modify the Brand Content, or use the Brand Content for any public or commercial purpose; or (v) use or post the Brand Content on any other website or in a networked computer environment.