Keep your database efficient by archiving inactive members who consume subscription capacity and affect analytics accuracy. This guide explains the archiving process.
Methods to Archive Members
Individual archiving - for specific member management
Bulk archiving - for cleaning up large groups of inactive members
Archive Members Individually
Follow these steps to archive a single member:
Navigate to People in your dashboard
Use the search box to find the specific member (search by mobile number, email, name, or member ID)
Click to view profile
In the member's profile, go to "Overview" and click Edit
Scroll to the bottom of the page
Under Member Status, click Archive Member
Select the archive reason in the verification prompt
Click Archive to complete the process
Bulk Archive Members
Before you begin: This process requires Owner or Admin role permissions and consists of two main parts.
Tag Members for Archiving
1. Go to People section
2. Click Add Filters to set your criteria
3. Add necessary rules to identify members to be archived
4. Review the filtered list carefully
5. Click Tag and enter "xarchive" as the tag name and add tag
Archive & Verification
This multi-step verification helps prevent accidental bulk archives and ensures users are fully aware of the action they're taking.
The system displays the total number of members that will be archived
Users must acknowledge they understand this action is irreversible
A specific confirmation keyword must be typed exactly to proceed
User Guide
Navigate to Settings > Delete & Archive
Click Archive Contacts
Review the verification screen showing affected member count
Enter the required verification information exactly as shown
Type "CONFIRM" in the verification field
