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Unengaged Subscribers and Contact Cleanup

As an online business owner, there are times when you might want to find unengaged subscribers. You might want to find these unengaged subscribers to reconnect with them (this is called retargeting) or to perform an action on a group of contacts, like providing access to a membership site or to update their lead score. 

Often, people just want to run a cleanup and get rid of old subscribers and dead leads, who count as a contact in your Simplero account, but who aren't likely to bring in future business. 

This guide will show you how to locate these unengaged subscribers and give you some options for what to do with them.

But First, a Few Helpful Definitions 

  • Unconfirmed - People who signed up for your list but didn't click the link in your double opt-in confirmation email. They're not considered active subscribers to your list.
  • Inactive - A list view that will include people who are unconfirmed, haven't given you GDPR consent, and/or who have opted for "do not contact."
  • Unengaged - A filter you can set to see who is not opening/clicking on your emails during a certain period.

Locate Unengaged Subscribers Within a Specific List

  1. Select Contacts from your Simplero Dashboard.
  2. Select Lists from the dropdown menu.
  3. Select the List you want to search.
  4. Select the Subscribers tab.
  5. Click the Filter option and select Unengaged. 

  6. Select your Date Range or click the hyperlink for This month, Last month, This quarter, etc. 

  7. Click the blue Apply button.

This will give you a custom view of your unengaged subscribers for that specific list.

  1. In your filtered Unengaged list, you can select a subscriber and pick an action from the list. You can add the subscriber to a new list, unsubscribe them from a list, start them in a re-engagement automation, assign them a tag, or something else. 

  2. Click the box next to their name and click the Select action drop-down list to perform an action.

  3. Once you select an action, a pop-up screen will open, and you can complete it.
  4. If you would like to delete a subscriber:
    • Check the box next to his/her name.
    • Click the Select action drop-down list and select the Add a tag option.
    • Enter a Tag or select a tag from your drop-down list and click the blue Add a tag button.
      Add_a_tag_to_delete_contact
    • Select Settings from your Simplero Dashboard.
    • Select the Tags tab.
    • Click on the Tag you've just created. 

    • If you want to delete all the contacts in this tag, click the box at the top of the list of names to select all contacts.

    • Review the list before deleting.
    • Click the Select action drop-down list.
    • Select the Delete option and click OK to confirm your action.


Locate Unengaged Subscribers Via a Segment

It's always best practice to go with locating unengaged subscribes via the list option above. However, there may be a time when you'd prefer to see a particular segment, such as the people who were unengaged for a specific series of emails. Please note that if you use this method and you send the same broadcasts to multiple lists, then this isn’t going to return the desired results.  

Here's how to find unengaged subscribers using a segment: 

  1. Select Contacts from your Simplero Dashboard.
  2. Select the Segments tab from the dropdown menu.
  3. Click the blue Create a segment button in the upper right corner.

  4. In the Include section, click the white + Add include... button to select any lists or emails you want to remove unengaged subscribers from. For example, if it's for a specific Broadcast, select the Type "Broadcast Recipients" and choose the Broadcast Name as the Source.

  5. In the Exclude section, click the white + Add exclude... button to select any lists or broadcasts you sent during the period you're interested in.  For example, if you want to find anyone who has not opened an email in the last six months, then exclude all broadcasts sent to the list during that time. To do this, you would select the Type "Broadcast Recipients" and choose all the broadcasts that were sent over the past six months as the Source.
  6. Make sure to click the blue Add Member Group button.

After these steps, you'll have a segment of people who haven't opened an email in the last six months or whatever time frame you selected.


So, Now What? 

You have a few options for what to do with this segment or custom view: 

Perform an Action

You can "perform an action” in two places. 

1. If you are locating the unengaged subscribers through the list:

  • Once you have that view, check the boxes next to their names, and a drop-down menu will appear at the top where you can choose the action.

Remember that if you would like to delete these unengaged subscribers, you need to give them a tag and then go to Settings >> Tags and select the tag you just created. Then click the box at the top of the list of names to select all the contacts in that tag and use the drop-down menu to delete them (see instructions above for "how to delete subscribers"). Remember to review the list prior to deleting.

2.  If you created the list via a segment:

  • Go back to your Segments list and select a segment you want to perform an action on.
  • Then look in the upper right corner and click the Perform action... button.

  • The Trigger screen will appear, and you can select the action.

Retarget

You can set up an automation that sends an email or a series of emails to the selected group to retarget them for engagement. To do this, perform an action to put these people in a new list and start that new list in the automation.

Unsubscribe

If you want to unsubscribe unengaged subscribers from your list, perform an action and choose “Unsubscribe from a list.” Select the list you searched to create your custom view, the list you added in the include section of the segment, or the lists the broadcasts were sent to.

Contact Clean Up

To clean up your inactive contacts as a group (without doing it by individual contact), follow the steps below.

This will only delete contacts who have no connection to any products, are not active in any automations, are not actively subscribed to any lists, don't have any tags, and are not an affiliate. 

Contacts who have a connection to a product can also be deleted, but they will be anonymized to maintain the purchase information for your records. 

Please read the next points carefully: 

  • This contact cleanup will delete people who are unconfirmed to your lists (if they meet all the other criteria also).
  • If you don't want unconfirmed contacts to be deleted, tag them with something before you run the cleanup, and then DON"T remove tags during the cleanup process.  
  • You may want to first go through your lists and unsubscribe inactive users and remove them from your affiliate program. 
  • You can't remove purchasers from products because their information is needed for accounting purposes. 
  • If you have given someone access to a membership site directly (not through a product purchase), then the cleanup will remove them ONLY IF they have none of the other affiliations mentioned above (no tags, no subscriptions, etc). 

When you're ready: 

  • Select Contacts from your Simplero Dashboard.
  • Select All contacts from the dropdown menu.
  • Select the Cleanup... button in the upper right corner.

  • The Clean up contacts screen will appear, and you can select the options for the cleanup process.
    Cleanup_contacts_screen
  • Select the yellow Untag inactive contacts button to remove tags if you want to do so.
  • Select the red Delete inactive contacts button to delete the inactive contacts. Note: This action will perform in the background as soon as you select this option.

This process will reduce the number of contacts that count toward your allowed limit in Simplero.

You can also delete products, delete membership sites, delete tags, and delete lists

Last updated 8 Jan 2021.