Contact Management

Max Classic
1

We hit our contact limit. I think we can remove 10,000 contacts by exporting them to make room for new active contacts. I do not want to remove contacts though, that may not have been active recently but will likely come back to us. Our client typically can use us over a 5-10 year period. I want to remove contacts who entered the system between 1/1/2018-12/31/2020 and who have not been updated since 2020 and never made a purchase from us (they won’t have an order in their record)

I can’t figure out how to compile that list. Help!

2

If they are tagged as ‘customers’ …

Go to Contacts
In the search criteria, enter the ‘Does not have ANY of these tags’ and enter your customer tag.
Go into the misc criteria. Set ‘Date Created’ to the 1/1/2018 - 12/31/2020
Set “last updated” to the same interval.

That should get you people who are not customers, were created during that timeframe and were last updated during that timeframe.

Thanks,
Jeff