You can keep your account organized and clutter-free by deleting Target Groups (Admin interface > Contacts > Groups) that you no longer use and retaining only those that you're actively using.
In addition to this manual method, you can also leverage the "automatic cleanup" option in System Settings to automatically delete unused Target Groups:
- based on an "age" threshold that you set (X number of days, months, or years) and
- by Target Group type.
This article describes this System Setting only. To learn about all of the System Settings options, see System Settings.
Access System Settings
- Access the Admin interface.
- Navigate to Settings > System Settings.
- Locate the Target Group Automatic Cleanup section.
Enable and configure Automatic Cleanup
In this section, you can:
- enable the automatic cleanup of your Target Groups,
- set which Target Groups are deleted, and
- notify your colleagues.
To automate target-group cleanup:
- Check the Active box to enable the feature; the section expands to reveal the configuration options.
- Click the dropdowns to set the "have not been used in" number (1–30) of days, months, or years threshold.
- Click the dropdown to choose which types of Target Groups to delete. This is you how you delete unused Target Groups while preserving others.
NOTE: Deleted Target Groups can be "undeleted," as described in Delete/Undelete Target Groups.
- Specify which users to notify (one email address per line) when Target Groups are automatically deleted.
- Configure other settings on the page — or scroll to the bottom and click Update.
Undelete cleaned up Target Groups
The following tables detail which types of Target Groups are affected by the automatic clean-up feature, as well as whether (and how) deleted Target Group types can be undeleted.
Higher Logic Target Groups
Type | During cleanup... | Recovery options |
---|---|---|
Action-Based | Flag set to deleted | Can be undeleted from list page in the UI (no limit). |
Compound |
Flag set to deleted |
Compounds can include multiple target groups.
If an included/excluded target group is an interest, it's based on the 7 day limit. Otherwise, no limit. |
Demographics |
Flag set to deleted |
Can be undeleted from list page in the UI (no limit). |
Email Client |
Excluded from cleanup |
|
Engagement Score |
Excluded from cleanup |
|
General |
Excluded from cleanup |
|
Interests | Flag set to deleted | Can be undeleted from list page in the UI within 7 days. |
Landing Page Activity |
Flag set to deleted |
Can be undeleted from list page in the UI (no limit). |
Landing Page: Submitted | Flag set to deleted, but will be deleted if the landing page is active |
Can be undeleted from list page in the UI - no limit. NOTE: If the associated landing page has been deleted, you must first undelete it and make it active before the target group can be undeleted. |
Landing Page: Visited |
Flag set to deleted, but will be deleted if the landing page is active | |
Landing Page: Visited but did not Submit | Flag set to deleted, but will be deleted if the landing page is active | |
Lead Score |
Excluded from cleanup |
|
Marketing Compound |
Excluded from cleanup |
|
Persona |
Excluded from cleanup |
|
Personalization |
Flag set to deleted |
Can be undeleted from list page in the UI (no limit). |
Report |
Flag set to deleted |
**Cannot undelete** |
Voting |
Excluded from cleanup |
|
Web Tracking |
Limited to 12 months based on data retention policy |
Third-party integrations Target Groups
The following Target Groups are specific to the listed third-party integration.
During automatic clean-up, the flag is set to deleted for all of the Target Groups.
Type | Recovery options |
---|---|
Aptify |
|
Association Anywhere |
|
GoToWebinar: Attended | Cannot undelete, but you can click Refresh Target Group List to regenerate the target group if the associated webinar still exists. |
GoToWebinar: Not Attended |
Cannot undelete, but you can click Refresh Target Group List to regenerate the target group if the associated webinar still exists. |
GoToWebinar: Registered | Cannot undelete, but you can click Refresh Target Group List to regenerate the target group if the associated webinar still exists. |
iMIS Activities |
Can be undeleted from list page in the UI (no limit). |
iMIS Activity Search |
Can be undeleted from list page in the UI (no limit). If an error message displays, simply refresh the page. |
iMIS Ad Hoc |
Can be undeleted from list page in the UI (no limit). |
iMIS IQA |
There are two steps to undelete this target group type: 1. Select the Undelete menu option on the UI list page. 2. Then, click the Refresh available IQA Target Groupsbutton. |
iMIS PCQ |
Can be undeleted from list page in the UI (no limit). |
iMIS Profile Info | Can be undeleted from list page in the UI (no limit). |
iMIS SQL Views |
Can be undeleted from list page in the UI (no limit). |
iMIS User-Defined | Can be undeleted from list page in the UI (no limit). |
iMIS Zip Code Radius |
Can be undeleted from list page in the UI (no limit). |
MemberSuite |
|
netFORUM Audience Queries |
|
netFORUM Dynamic Queries |
|
netFORUM Individual Queries |
|
netFORUM Pro Queries |
|
Higher Logic Community | Can be undeleted from list page in the UI (no limit). |
Personify360 MKT Lists |
|
Salesforce Contacts |
|
Salesforce Leads |
|
Subscriber |
|