How do I mark a Contact as Deceased?
Firstly, search for and open the contact record.
Once on the Contact record select> Profile and under the Personal Details section select> Actions> Edit Personal Details
Scroll down and set the Deceased toggle to Yes and Save.
What happens when you set a contact as deceased?
To prevent insensitive automatic communication:
the record is tagged as deceased
opt out flags are set for email and automatic sheepCRM emails
consent records withdrawn.
When a contact is set as deceased does this cancel their membership, upcoming event tickets and regular donations?
No, you will need to take other actions based on your internal process and anything agreed with the deceased contacts family or representatives so you have the choice and flexibility. For example, some customers give the family the option to retain the membership benefits for the rest of the term, move tickets to other family members and the family may wish to continue donations in the deceased contacts name for a period of time.
You may also wish to cancel any active direct debit mandates you see on the deceased contacts record.
Will setting a contact as deceased in sheepCRM update our other connected / integrated systems such as Mailchimp, Xero, GoCardless etc?
No, we recommend you edit all connected systems directly in line with your internal process.
Mailchimp segments - additional guidance;
For added protection, you can always exclude anyone in MC segments who has a sheepCRM Deceased tag (you will need at least one record which could be a test to be able to filter on this deceased tag).
You can exclude contacts in sheepCRM segments with that tag
You can exclude contacts in your Mailchimp segments by excluding contacts with the S: Deceased tag.