As your programme grows, so will the number of contacts. Inactive members not only consume your subscription capacity but also mess with your analytics.
There are 2 methods for cleaning up your database: Individually or in Bulk.
On this page
Archive Members Individually
Archive Members in Bulk
Settings > Delete & Archive.
1. Go to People.
2. Search for the specific member using mobile number/email address/name/member ID using search box > "Enter".
3. Click on the [ More Detail] icon next to the selected member.
4. Inside member's profile, under "Overview" tap > Scroll down and click on [ Edit ].
5. Scroll all the way to the bottom of the page > Click on [ Archive Member ].
6. Once confirmed the member to archive, click on [ Yes, do it! ]. Done.
To proceed with this action, ensure you have the Owner or Admin role to use this function in Part 2 of confirming the bulk archive/delete later.
We have separate them into 2 parts, namely:
Part 1: Tagging members with "xarchive".
Part 2: Confirming the bulk archive of the members.
Part 1: Tagging members with "xarchive"
(I) Go to People.
(II) Search your members by using the [ Add Filters ] function.
(III) [ Add Rule ] after done adding the required filters.
(IV) After confirming the filter's parameter(s) are accurate, click on [ Tag ].
(V) Enter tag name as "xarchive" and hit [ Add Tags ].
After finishing Part 1 of the tagging, you can move on to Part 2 to confirm the bulk archive of the members.
Part 2: Confirming the bulk archive of the members
(I) Click on your logo at the bottom left corner in Eber admin portal > Settings > Delete & Archive.
(II) Click on [ Archive Contacts ].
(III) You will be asked to confirm that you want to archive members with tag name "xarchive".
(IV) Tick the box and type in CONFIRM > Submit. Done.
You have successfully bulk archive your targeted members.
If you have a large group of archive/delete members, the system may take a few minutes to process your bulk archive/delete request.
Any information from an archived member cannot be restored. Please continue with caution.