Kentico CMS 6.0 On-line Marketing Guide

Automatic deleting of contacts

Automatic deleting of contacts

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Automatic deleting of contacts

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Hotfix required

 

The functionality described in this topic is only available if hotfix 6.0.7 or newer is applied to your installation of Kentico CMS.

 

You may download the appropriate hotfix package from http://devnet.kentico.com/Bugtracker/Hotfixes.aspx.

 

The contact management module generates a very large amount of data, especially in the case of high‑traffic websites. Contacts are created and activities logged for every visitor, which may be overwhelming for your marketers. For this reason, the system can be configured to regularly remove contacts that meet certain conditions (and the activities logged by these contacts). This way, you can filter out inactive, outdated or otherwise unnecessary contacts without having to remove them individually.

 

This functionality is provided by a global Scheduled task named Delete inactive contacts, which is executed once per week by default. If you wish, you can change this interval (and other properties) by editing the task in Site Manager -> Administration -> Scheduled tasks. It is also possible to run the task manually at any time.

 

The task runs in a separate thread by default and the deleting itself is done by the database server, so it should not have a negative impact on the performance of your website, even when removing a large number of contacts.

 

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When this task is executed, it starts a deleting process for each site according to the rules defined by the settings in the Site Manager -> Settings -> On‑line marketing category. Please note that the task does not delete global contacts.

 

The Delete inactive contacts setting determines whether the contacts associated with the given site should be affected by the scheduled task. If disabled, the site's contacts will only be removed if they are deleted manually. Additionally, the Enable on‑line marketing setting must also be enabled for every site where you wish to use this task.

 

The remaining settings in the section are used to set the conditions that specify which contacts should be deleted. At least one condition must be entered in order for any contacts to be deleted. If multiple conditions are set, only those contacts that fulfill all of them will be removed. The following are available:

 

Last activity older than (days) - can be used to delete contacts that do not have any recent activities logged. Contacts whose latest activity is older than the specified number of days will be removed. For example, entering 14 would mean that contacts which do not have any activities logged within the last two weeks would be removed.

Contact created before (days) - can be used to clear out old contacts. All contacts that are older than the specified number of days will be removed. For example, setting the value to 365 would mean that all contacts created more than a year ago would be removed.

Contact last logon before (days) - this condition is only applied to contacts that are not anonymous (i.e. only those that are associated with a specific user account). It can be used to delete contacts who have not logged into the website recently. For example, entering 31 would mean that all contacts who have not logged in within the last month would be removed.

Contact last modified before (days) - can be used to remove contacts that were not edited recently (e.g. had their contact address changed). Contacts whose latest modification is older than the specified number of days will be deleted. For example, entering 31 would mean that all contacts which were not modified within the last month would be removed.

Contact merged before (days) - can be used to delete contacts that were merged into another contact a certain number of days ago. A merged contact is one that was combined into another contact, not the contact which is the actual result of a merge operation. For example, entering 7 would mean that all contacts which were merged more than one week ago would be removed.

Merged into site contact - determines whether the task should delete all contacts that were merged into another contact associated with the given site.

Merged into global contact - determines whether the task should delete all contacts that were merged into a global contact.

Contact is anonymous - can be used to choose whether the task should remove all contacts that are anonymous, or the opposite (those that are related to a specific user account). Contacts that are only related to a customer or subscriber are still considered as anonymous. The Doesn't matter option is the equivalent of an empty value in this condition. (i.e. if selected, the task will not delete any contacts unless at least one other condition is specified).

 

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It is recommended to be very careful when configuring these conditions. Make sure that the system only deletes those contacts that are no longer necessary, otherwise you may lose valuable marketing data.