Filters to remove the not useful data

RSiddula — Thu, 20 Jan 2022 12:24:48 GMT

Hello Community,

I am trying to remove the not useful data (all objects i.e. contacts, companies etc) on Hubspot by checking some filters like,

Company URL is unknown AND

Company Website is unknown AND

My_Org ID is known (This is auto generated ID)

My goal is to reduce the data as much as possible then choose a deduplication tool to merge the duplicates on Hubspot. It would be great if someone can share different filters to remove the data, indeed it literally saves a lot of money to purchase (based on #records) the deduplication tool, thanks.

Re: Filters to remove the not useful data

karstenkoehler — Thu, 20 Jan 2022 12:42:49 GMT

Hi @RSiddula,

If you want to reduce the number of contacts, here are a few ways you could approach this:

Email is unknown: These contacts can by definition not be contacted.
Unsubscribed from all email is true: Unless these are opportunities or customers, you cannot reach out to them again before they submit a form again (which is when they would be created anew as contacts).
Sends since last engagement is greater than 10: These contacts are eligible to receive email communication but not opening any of your emails. You could try to re-engage these contacts. If they remain inactive, you could consider deleting them.
Marketing email confirmation status is not equal to any of User clicked confirmation or Customer marked confirmed: If have a double opt-in in place, these are contacts who have not confirmed their email address and must (in some countries) be deleted.
Email hard bounce reason is known: Emails to these contacts have bounced. Emails in the future will not go through. Either check for a new valid email address or consider deleting.
Invalid email is equal to True: This email does not follow the correct syntax. If you can correct it, perfect, if not you won't be able to use it anymore.

In addition, you can of course filter by any criteria which are mandatory in your company. Additionally, there are properties like Last activity date, Recent conversion date, Time last seen or Last marketing email open date which tell you when a contact last interacted with you. You can decide yourself when you consider a contact inactive for good. Just keep in mind that there might be opportunities and customers in there which you might want to keep.

Keep in mind that this post does not constitute legal advice. There are different requirements in countries for processing personal data and marketing communication. Always consult a legal professional.

Hope this helps!

Re: Filters to remove the not useful data

RSiddula — Wed, 26 Jan 2022 11:23:23 GMT

Thanks for the great conditions @karstenkoehler indeed these are very useful, in a similar way could you please suggest the conditions for the companies as well, thanks.

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Filters to remove the not useful data

Re: Filters to remove the not useful data

Re: Filters to remove the not useful data