Any best practices out there to clean up contact lists and emails?SOLVE
Mar 28, 2017 7:31 PM - last edited on Aug 24, 2017 4:15 PM by nicolebrenner
We're just going through old lists and emails and attempting to archive old ones - a "clean up" project if you will.
Is anyone willing to offer how they archive their lists and emails?
Any help would be appreciated!
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Mar 31, 2017 11:24 AM - edited Mar 31, 2017 11:24 AM
Hi, @pina. While I don't have much experience with list archives, this is an approach I use to periodically purge the portal of unwanted contacts. This isn't exactly the same thing you'd asked about, but can make much quicker work of deletes if you're able to build a list of criteria around it.
First, create a static list which will house the unwanted contacts. It has to be static, as we're just going to delete all contacts from that list over time, which isn't available with smart lists.
Once that static list is created, build a workflow which simply adds contacts to that static list. Include all the criteria for undesired records to kick off the workflow. Plan this part carefully. Make sure you have a set of criteria that you can unquestionably say, "Anyone meeting this criteria should absolutely not be in my portal."
Activate the workflow, then periodically, purge the static list of all its contacts. How often you'll need to do this is up to you.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.