How do I set up auto-delete for my contacts to reduce the number? ie if they haven't opened an email in +2 years, remove them from my database

My database of contacts is huge and we need to set up an auto delete of contact who haven't opened or received one of our mailings in over 2 years. 

Can someone please tell me how to do this?

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  • Hi Abbey, 

    You can find additional documentation on creating Auto-deletion reports in Sugar Market here: https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/Reporting/Creating_Auto_Deletion_Reports/

    Auto-deletion reports require you to use viewAccountContact when creating the report, and the criteria you are describing above will require campaign data as well. One option would be, rather than focusing on only on email activity, to use the filter of Contacts.Salesfusionlastactivity is less than or equal to ++DaysSubtract730++, which would show you anyone who has not had any activity (opens, clicks, web activity, form submits) in the past two years. You would then be able to use that report for auto deletion since it doesn't not filter for campaign data specifically, but rather all contact activity. 

    Director, Customer Enablement | SugarCRM

Reply
  • Hi Abbey, 

    You can find additional documentation on creating Auto-deletion reports in Sugar Market here: https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/Reporting/Creating_Auto_Deletion_Reports/

    Auto-deletion reports require you to use viewAccountContact when creating the report, and the criteria you are describing above will require campaign data as well. One option would be, rather than focusing on only on email activity, to use the filter of Contacts.Salesfusionlastactivity is less than or equal to ++DaysSubtract730++, which would show you anyone who has not had any activity (opens, clicks, web activity, form submits) in the past two years. You would then be able to use that report for auto deletion since it doesn't not filter for campaign data specifically, but rather all contact activity. 

    Director, Customer Enablement | SugarCRM

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