Data Hygiene
Auditing which actions changed a contact's score
Trace a contact's score movement to its rule, event or property, and distinguish new activity from recalculation or decay.
Section
Data Hygiene
Data Hygiene
Cleaning up a marketing automation account
Inventory an existing marketing automation account, check dependencies and retire obsolete assets without losing needed evidence or ownership.
Data Hygiene
Finding unused forms, lists and workflows
Find potentially unused forms, lists and workflows by checking activity, dependencies and planned use before deciding what to retire.
Data Hygiene
Keeping contact field values consistent across systems
Define field meaning, accepted values, ownership and mapping rules so contact updates remain usable across connected marketing systems.
Data Hygiene
Keeping versioned assets out of old delivery workflows
An approved new guide does not automatically remove the old one from forms, emails and scheduled campaigns.
Data Hygiene
Marketing asset distribution workflows
A marketing asset workflow should deliver the requested file or resource, keep its version current and show when delivery fails.
Data Hygiene
Marketing automation data hygiene
Keep contact data dependable for marketing automation by defining field values, matching imports, checking email eligibility and resolving exceptions.
Data Hygiene
Preventing duplicate contacts during automated imports
Choose a contact match key, catch conflicting rows before import and reconcile creates and updates to prevent duplicate records.