Note: This article refers to functionality in the new Symplify UI.
If you're still using the old UI, click the link below to view the relevant article.
Learn how this was done in the old interface!
To clean up your list(s) in Symplify from recipients you don’t have permission to communicate with you can use the GDPR List purge.
The GDPR List purge will anonymize (according to your GDPR Configuration) all recipients in your selection and provide you with a file containing all affected recipients. The recipients will be removed from the original list.
You can select specific lists and add a segment to match your given values. Make sure the segment is properly made so that you don't lose any recipients by mistake.
Heads up! By running this export the matching recipients can not be reactivated.
How to setup
Via the main menu, find your way to Settings > (Contacts) GDPR > Purge.
- Click + Add to create a new setup.
- Give your purge a name/description in the appearing module and select what database(s) the purge should target.
- When you click Create a more detailed settings page will open where you can modify your selected database.
Segment
You probably want to add some criterias to your purge since you don’t want to affect your complete database.
Click on the Segment tab to open up the segment editor. Here you can set the criterias for the recipients you want to target and anonymize from Symplify.
Heads up! Make sure you’ve tested the segment before activating the list purge. The purge will anonymize all recipients matching the segment on selected lists.
You can test your segment on (all) your selected list(s) by clicking the Test–button. This test will return the number of contacts that will be affected by your purge once it’s activated (the test will of course not affect your recipients).
For more detailed testing you need to go to Segments and test on each included list separately.
Notification
By activating the notification you will receive an email containing a link from where you can download a file with all recipients that was included in the purge.
Frequency
Do you only need to do a one-timer or do you want to set up an automated List purge?
By clicking Run, Symplify will do the purge immediately and will not repeat the purge automatically i.e. the next day.
If you want to configure the frequency for an automated purge to run on your schedule - such as every day at 12 AM or every Tuesday - you can choose from daily, weekly (select the day), or monthly (select specific days of each month). Click Save to complete the process.