Why would I want to delete data?
- Data is stale or old and you no longer want it in your CDP
- You are trying to manage the amount of records you have in your CDP to be at your contracted limit
What types of data can I delete from the CDP?
- Web Visit (Visitor Intelligence)
- D&B Buyer Intent
- Marketing Activities
- Sales Events and Tasks
How do I delete my data?
One-Off Delete - Perform a one-off delete of records in your CDP. This is ideal for deleting mistakenly uploaded or incorrect data.
Scheduled Delete - Applicable when your data is constantly updated and may result in stale data needing to be removed. This allows you to automate the process without having to have someone login to the product and manually trigger a delete. This has replaced the previous Automated Delete functionality.
You must be an administrator to delete data. Access the delete page by clicking on the trashcan icon on the My Data page if you are using the legacy UI.
In the new Rev.Up experience, the delete page is found under the Admin tab at the top.
How Perform a One-Off Delete
First, select the type of records you would like to delete. Your deletion options will vary depending on whether you select accounts/contacts or event data.
Account and Contact Records
For accounts and contacts, you are able to perform a "partial delete" or "delete all". For partial deletes, select the type of ID that you will use to delete records. You may use the CDP Internal Account/Contact ID (formerly known as the Atlas ID) or an ID that was imported into the Rev.Up CDP (such as a Salesforce Account ID).
To delete account or contact records, a csv file with the IDs of the records for deletion must be provided. The csv file must contain only one column with the column header labeled "ID" (regardless of whether the CDP Internal ID or a user imported ID was selected).
In most circumstances, the easiest way to get a list of the IDs for accounts/contacts to delete is by creating a segment of the records to delete and exporting the segment using an Attribute Group containing your desired ID. Remove all other columns from this csv file except for the ID you are choosing to delete and rename the column header to "ID".
If you want to delete all account or contact records, you will need to ensure that the new data is imported within the same P&A (Process and Analysis) job that the delete job is included in. To do this you can either load the new data before clicking Delete All or load the new data immediately after you click Delete All.
Event records such as Marketing Activities, Opportunities, Sales Events, and Tasks can be deleted by selecting the data type on the One-Off delete page. You will then need to specify the connection and the date range (event activity dates) that you would like to delete from.
Important Note: Deleting all event records of a certain data type is not currently supported. This will supported in the near future.
To create a scheduled delete job, you must first create a segment with a list of account or contacts that you would like to regularly delete. Examples may include records that have been inactive in the past 6 months, records deleted from your source systems such as Salesforce, or contacts that have a "Do Not Mail" status.
How Create a Scheduled Delete Job
On the Delete page, navigate to the "Schedule Delete" and create the Schedule Delete button.
Provide a name for your scheduled delete job and select the type of records that you would like to regularly delete (accounts or contacts).
Next, select the segment you would like to regularly delete records from by clicking "Browse Segments." A summary of your selected segment will appear below.
Select the schedule for your scheduled delete job. You can choose from either weekly or monthly options. Optionally, add a description for your delete job too.