Allow custom rules for Account Cleanup

Status: In Beta

Status history

Currently we can automate the clean up of “unused” assets across Workflows, Segments, Reports etc. We can only customise a timeframe and nothing else. When I look at the “unused” crtieria here it is very limitied and not quite in line with how we would delete assets.
The ability to customise this would be a game changer so we can set it at a granular level. E.g for reports the current criteria is:

  • Last edited before time you select in the Delete unused reports older than dropdown menu.
  • Aren’t used in dashboards or scheduled emails.

I personally would want to remove the part about being used in a dashboard but also factor in when the report was last viewed.
In addition the ability to say if it meets X criteria, automatically delete. If it meets Z criteria, flag to me for manual review with the ability to bulk delete

Hey Luke!

We just released the ability to add filters on top of the existing unused criteria for assets in Cleanup, which I think addresses _some_ of the granularity you’re looking for here, but I can also definitely see the value behind allowing you to remove or change the default criteria where needed. Right now, we treat those like “non-negotiable”, & all other filtering is added on top of the non-negotiable items, which means there are some rules you can’t change. That does limit the impact the feature can have, if you’re for instance not concerned about dashboards for reports, etc. That’s good feedback for us & something we’ll definitely dig into internally.

I’d love to chat more about how we can improve Account Cleanup for you if you’re open to a quick call sometime! Here’s a link to my calendar if you’d be open to discussing.

Hey all! Wanted to flag that we now have some additional custom rules functionality in private beta for account cleanup! Definitely check it out & please let me know any feedback you’ve got on the process so far.