There are two ways to remove contacts from your contacts database:
- DELETE: This makes the contact inactive in your list. The contact will no longer appear as active in contact lists they belonged to and they cannot be emailed via SeatRobot. A deleted contact will remain in your database, along with their event history, and can be restored to an active state.
- PURGE: This removes the contact from your Seatrobot database completely, along with all their records and event history. A purged contact's information cannot be restored. A contact with the same email address as a purged contact can be added back into your database but will be treated as a brand new contact with no history.
To delete a contact, check the box next to their name and click DELETE.
You can see all of your deleted contacts by clicking the STATUS FILTER button, and then clicking DELETED in the drop down menu.
To make a deleted contact visible in the contacts database again, check the box next to their name and click RESTORE.
To purge a contact, check the box next to their name and click PURGE.
Why the difference between delete and purge? Deletion is a good tool for contacts who are no longer useful for your organization (for example, they don't respond to your emails). However, you'd still like there to be an history of their information / interaction with your organization.
Purging is a good tool for contacts that you need to remove completely for security or efficiency reasons.
PLEASE NOTE:
- If you purge someone from the contact list, this does not effect any events they are registered for. Once a contact from the contact database is brought down into an event, its association with that event becomes separate from its activity in the contacts area. It's like it exists as a copy of the contact inside the event.
- If someone is purged, then they're invited to an event, if they RSVP yes, they will automatically be added back into the contact database.
- If your SeatRobot account is connected to an outside master CRM, like Salesforce, which can overwrite your SeatRobot database, you must also remove the contact from your master database if you wish to purge the contact in SeatRobot. Purged contacts in SeatRobot will be added back in as new contacts on the next sync if they remain as active in your master database.
- Deleted contacts in SeatRobot which are still in your master database will remain deleted in SeatRobot after syncing and still cannot be emailed etc.
Thank you! If you have questions about this process, or any other features in SeatRobot, please reach out to support.
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