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.
Individually
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.
In Bulk
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 later.
We have separate them into 2 parts, namely:
Part 1: Tagging members with "xarchive".
Part 2: Confirming the bulk archive of the members.
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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.
β
You have successfully bulk archive your targeted members.
Note:
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.
Any archived members' transaction records will still exist in the reports, but will be removed from the People (Members list).
If you would like to perform a complete delete, including the transaction records, do contact our Custom Support for further assistance.