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August 5, 2024

Industry Insights

What Is Data Ownership and Why Should Florists Care?

Your customer list is the most valuable thing in your florist software. Who owns it, what a proper export should contain and the questions to ask a supplier before you sign.

Florist sales and order charts on an analytics dashboard

Think about what is sitting in your shop software after a few years. The regular who rings every March for his wife's birthday. The funeral director you invoice at the end of the month. The office that has its reception flowers changed every Monday. The recipe for your best-selling hand-tie, and the price you settled on after three Mother's Days of getting it wrong.

Say you wanted to leave that software tomorrow. How much of it would come with you?

Nobody reads the terms of service. You sign up, scroll past the legal text and click "I agree". We've all done it. But somewhere in that small print is the answer to who owns all of the above, and it isn't always you.

What Is Data Ownership?

Data ownership is who owns the information inside your software: customer names and phone numbers, delivery addresses, order history, card messages, recipes, prices, supplier contacts and sales figures.

You'd think the answer was obvious. You typed it in, so it's yours. Usually it is. But "you own your data" said on a sales call and "you own your data" written into the contract aren't always the same promise, and only one of them counts when you try to leave.

Three Ways a Contract Can Answer It

1. The Supplier Owns It

Some contracts claim ownership of everything you put in. The wording looks something like this:

"All data entered into the System becomes the property of [Company]. You grant [Company] a perpetual, irrevocable licence to use, modify and distribute this data."

Walk away from that software and your customer list stays behind. You agreed to it when you clicked the button.

2. You Own It, but They Can Use It

This is the one to read slowly:

"You own your data, but grant [Company] a licence to use it to provide and improve our services, including AI training."

It sounds harmless. But "improve our services" can mean anything from fixing a bug to building something for other shops out of your recipes and prices. If a supplier uses wording like this, ask them to spell out, in writing, what it covers.

3. You Own It, Full Stop

The clearest version reads like this:

"You own all data you enter into the System. [Company] will only use it to provide the service to you. You can export it at any time."

That's the one you want.

Why It Matters to a Flower Shop

Your Customer List Is the Business

Unsold stems are in the bin by the end of the week. Your customers, the dates they order for and what they like are what bring the next order in. That list, and the order history that sits alongside it, took years to build. If it can't come with you when you change software, you're starting again from an empty screen.

Suppliers Change

Software companies put prices up, get bought, close down or drop the feature you rely on. If your data can't leave with you, you have two choices: put up with it, or start from scratch. Neither is a good position to negotiate from.

Your Customers Can Ask What You Hold

Under UK GDPR, a customer can ask for a copy of the personal data you hold about them. You're the one who has to answer, not your software supplier, so you need to be able to get at it. Check the ICO's guidance for the detail rather than taking it from a blog post.

Your Recipes Are Your Work

Your signature designs, the stem lists behind them and the prices you've tested at the counter are your creative and commercial work. A contract that claims ownership of them is taking something that belongs to you.

Red Flags in Software Contracts

"Perpetual, Irrevocable Licence" Over Your Data

Those two words together mean you're handing over permanent rights with no way to take them back. Check exactly what the licence covers before you sign.

"To Improve Our Services"

Fine if it means fixing the software you pay for. Not fine if it means your recipes or prices feed features built for other shops. Ask which it is.

"Aggregated and Anonymised"

Ask what's being combined. Figures on how often a screen gets used are one thing. Your customers' names, addresses and order values are another. In a town with three flower shops, "anonymised" sales figures may not be all that anonymous.

No Export You Can Run Yourself

If getting your data out means emailing support and waiting, or the only format is a PDF or a file nothing else can open, that tells you how the supplier feels about you leaving.

"Data Deleted Upon Termination"

This sounds like a privacy safeguard, but it can bite. Cancel before you've exported and your data could be gone. Look for a clear window after cancellation in which you can still get it out.

What a Proper Export Should Contain

An export button proves nothing until you've opened what it produces. For a flower shop, a usable export should include:

  • Customers, with phone numbers, email addresses and every delivery address they've used, not only the billing address.
  • Recipients, kept separate from the person paying. The man ordering for his mum and his mum are two people at two addresses.
  • Order history, with dates, products, prices, card messages and delivery notes, and each order still linked to the right customer.
  • Important dates such as birthdays and anniversaries, if you record them for reminders.
  • Marketing permissions: who agreed to emails and texts, and who opted out. Without these you can't safely send an occasion reminder from a new system.
  • Account customers, such as the funeral directors, hotels and offices you invoice, with what they still owe.
  • Standing orders and subscriptions: what goes where, how often and when the next one is due.
  • Products and prices, plus the recipes or stem lists behind them if your system holds them.
  • Future orders: the weddings, sympathy work and timed deliveries already booked in.

Format matters as much as content. A CSV file opens in Excel or Google Sheets and can be imported somewhere else. A PDF of your customer list looks tidy, but nothing can import it.

Questions to Ask Before You Sign

Put these to any florist software supplier before you commit:

  1. Do I own my customer data? You want an unambiguous yes, and the clause in the contract that says so.
  2. Can I run a full export myself, at any time? Ask them to show you the export, not describe it.
  3. What format does it come out in? CSV opens anywhere. A format only their system can read is a warning sign.
  4. Does each order stay linked to its customer and recipient? A flat list of orders with no names attached is very hard to import.
  5. Do opt-outs and marketing permissions come out with the customers?
  6. Do you use my data for anything beyond running my account? Vague answers usually mean yes.
  7. What happens to my data when I cancel, and for how long can I still get it out?
  8. Do you sell customer data, and who else handles it to run the service?
  9. Where is my data stored? This matters for UK GDPR.

Test the Export Before You Need It

The worst time to find out an export is useless is the week before Valentine's Day. Try it now, on the system you use today:

  1. Run the export yourself and open the file in Excel or Google Sheets.
  2. Pick five customers you know well: a regular, an account customer, a wedding client, someone with two delivery addresses and someone who asked not to be emailed.
  3. Find each of them in the file. Check their last order has the right date, products, price and card message, and that the opt-out is still there.
  4. Save a copy somewhere outside the software. Repeat every quarter, and monthly in the run-up to peak.

If the file passes, you're in a good position whatever happens to your supplier. If you're already planning a move, our florist software migration checklist covers what to export before giving notice and how to time the switch around peak.

Data Ownership at Digital Florists

Here's where we stand, and where you can check it:

  • You own your data. Our terms say the customer owns the customer data, and the customer is your shop.
  • Export in CSV whenever you want. Customers, orders and history are yours to pull down as often as you like. Invoice files also download ready for Sage, Xero or QuickBooks.
  • We only use it to run your account. That means providing the service, keeping it secure and meeting the law. We don't sell personal data, and we don't use your customers' details for our own marketing.
  • We're open about who else handles it. Like any software company, we use other firms to help run the service, such as hosting and the providers that send your texts and emails. Our privacy notice sets out the kinds of firm involved, and the anonymised, combined figures we use to improve the software, such as which features get used and how quickly pages load.
  • Your data stays in the EU.
  • It's backed up every day, and only the people you've given logins to can sign in.
  • Leaving is straightforward. Cancel with 30 days' notice and there are no exit fees. For two months after your subscription ends, we'll provide an export of your data on written request, before it's deleted or anonymised from our live systems. Ask within those two months, because the export isn't sent automatically.

Gemma Wakerley, who co-founded Digital Florists, owns Booker Flowers in Liverpool, and her shop's customer list lives in this software too. We have no interest in owning your customers, your recipes or the years of work behind them.

Before You Sign Anything

Your customer data is one of the most valuable things your shop owns. Any contract that claims it, makes it hard to export or quietly uses it for something else should be a dealbreaker.

Don't assume you own your data because you typed it in. Read the contract, ask the questions above and run the export yourself.

Want to see how it works with Digital Florists? Book a demo and ask to see the export for yourself.

D

Written by

Digital Florists Team

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