Dynamic Lists to Clean Up Your Database

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. Lack of engagement “Create a dynamic list to check for inactivity.” I usually copy this list and create multiple versions for different day variations. For example, try 730 days, 365 days, or 180 days.

   In Retention trigger rules

2. Never been emailed “Look for prospects who have been in the system for more than a year, and you’ve never emailed them. It’s a two-step (two list) process.” First, create a dynamic list (named Database cleaning) with the criteria “Prospect has been emailed at least one time in the last 10,000 days.”

   In Retention trigger rules