Delete contact by Segments

Introduction

This document describes the Delete Contact by Segment in TractionNext.

As part of the deletion process, all data pertaining to the contact is permanently deleted from the database. This includes all contact data from the contact tables, custom interaction data, contact subscription info etc. This data is completely erased from the system to comply with a GDPR request for erasure.

Functional details

How to Delete Contacts by Segment

Navigate to Contacts module.

Click on ‘Data Management -> Delete Contacts’ in left menu. You will get the following screen…

Click on ‘Search Contacts To Delete’ button. You will get the following screen…

Enter/select the values in the respective fields and hit the ‘Search’ button. Following screen will be displayed.

Now click on ‘Delete All contacts’ button. At this moment, you can export the contact by hitting the ‘export’ icon.

You will get a ‘Delete Confirmation’ popup. Enter the Name and Comment in the respective text boxes.

Note: Both ‘Name’ and ‘Comment’ fields are mandatory. Once you enter the values then only ‘Send request for approval’ button will be enabled.

On clicking ‘Send request buton will redirect to following page…

An email will be send to ‘Requester’ as well as ‘Admin’ of that account.

Refer the below image for Requester email…

Refer the below image for Admin email…

Account Admin has to click the link ‘Approve or Reject’ that will redirect to the following page…

On clicking the Contact deletion name ‘testdelete’ will redirect to below page…

Click on ‘Approve’ button to start the deletion process.

Click on ‘Reject’ button to reject the request.

Once ‘Approve’ clicked, it will ask for confirmation…

Enter the comments in the box, then only the ‘Approve Request’ button will be enabled. After clicking the button, it will be added in queue.

Note: At this moment, this process can be cancelled by clicking on ‘Cancel’ button.

Also the requester will receive an email, refer below screen…

Once started, it will display the completion percentage as shown below…

Once deletion process gets over, it will display as…

It displays the status as ‘Completed’.

On clicking the Delete contact name ‘testdelete’, it will display the details page as below…