While you cannot remove a group of contact records without the assistance of our Support Team, the steps below will help you take steps to resolve this efficiently and smoothly.
Step 1: Determine which records to keep and which ones to remove
This may seem like an obvious step - but, sometimes making these decisions is not as simple as asking, "Who has never donated to our organization?"
A couple of other groups to consider:
contacts who have not attended an event ('Donor Management' does not count tickets or sponsorships as donations)
contacts who are (or are not) engaged with your organization
Step 2: Create a filter to segment contacts to remove
We recommend creating a custom filter under your 'Contacts' tab that looks similar to the one below:
This filter includes the following conditions:
Total donation amount (lifetime) > equals > 0: this condition will pull any contacts that have no donation records associated with their profile
Number of tickets purchased > equals > 0: this condition will pull any contacts that have never bought tickets for an event
Opened email blast (custom date range = 1 year) > is false: this condition will pull any contacts that have not opened any e-mails you have sent through 'Donor Management'
Step 3: Create a group to segment contacts to remove
Once you have created the filter, you can add all resulting contact records to a new group, titled: 'TO BE DELETED'
To add multiple contacts to a group, follow the instructions in this article.
When this is all set, you can contact our Support Team and they can remove the contacts within that group from 'Donor Management'!
Note: We recommend exporting a copy of the contact records you plan on removing and saving it within your records for recordkeeping purposes.
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