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Dave Cannon
SVP - Digital Services, Moveo
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Original Message:
Sent: 10-09-2018 18:32
From: Robert Kohnke
Subject: Removing members from the master list when they're no longer part of the original list
@Sandrine Duriaud,
I have written a detailed article on how to create a CRM-specific Master List.
It also details how to configure your List Maintenance Programs to avoid the '...resources..' error message.
I hope that helps!
Have a great day and Happy Marketing!
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Robert Kohnke
Marketing Operations Strategist, Act-On Software, Inc.
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Original Message:
Sent: 10-02-2018 11:25
From: Sandrine Duriaud-Leysens
Subject: Removing members from the master list when they're no longer part of the original list
We have deleted a big number of contacts in the CRM and I would like them to be deleted as well in my master list. My master list is only made of contacts and leads that are in our CRM. I tried to add the 'Remove records in destination if not present in the source' from the maintenance program but I get then a message that says that it will use too many resources so the maintenance program doesn't run. What is the best practices to clean the data on the master list?
Thanks
Sandrine
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Sandrine Duriaud-Leysens
Marketing and Communication Manager, Southern Europe & UK, Global Cloud Xchange
Original Message:
Sent: 07-18-2018 08:20
From: Matthias Eder
Subject: Removing members from the master list when they're no longer part of the original list
I would like to know this as well, but the opposite of it (Automatically delete from source when deleted in Master-List).
I have a Master-List that gets its contacts from all the 'Signup From:'-Lists through a List Maintenance Program.
If I have to delete a contact now (because of GDPR complaints, no customer anymore, ...), it gets complicated because you have to search every 'Signup From:'-List for those contacts.
How can a contact be deleted from all the 'Signup From:'-Lists when he is not in the Master-List anymore?
Did you mean something like this with a List Maintenance Program:
I think many Act-On users could have this problem in the near future.
Thank you
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Matthias
Original Message:
Sent: 07-09-2018 10:59
From: Lindsay Craft
Subject: Removing members from the master list when they're no longer part of the original list
Thank you Phil! I definitely don't want to accidentally delete our entire list. I will reach out to our account manager to see if we can set something up.
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Lindsay Craft
Marketing Campaign & Events Manager, Cerium Networks
Original Message:
Sent: 07-09-2018 00:23
From: Phil Bosley
Subject: Removing members from the master list when they're no longer part of the original list
There is a way to do this using List Maintenance Programs but it is very dangerous and has no safeguards. If it's done wrong it can delete your entire list.
If you want details, feel free to schedule a call with me through your account manager via Professional Services. I'm not comfortable sharing this in a thread without the specific coaching. (Same offer extended to all others interested.)
I can walk you through it over a 45 minute call.
Sincerely,
Phil Bosley
CEO | Tactical MA
Professional Services Partner
Sent from my iPhone
Original Message------
Hello,
I've created a Master List in Act-On that is made up of our CRM Marketing lists, form submission lists etc. I did this using list maintenance programs that are set up to copy members of these lists to the master list. While that all works great, I also want to be able to remove people from the master list once they're no longer a part of the original list. I just don't know how to set that up without having to remove contacts manually.
I hope I'm making sense. Can anyone provide any insights/help?
Thank you!
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Lindsay Craft
Marketing Campaign & Events Manager, Cerium Networks
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