Archiving Contacts in a Flow for Easy Deletion

To permanently delete contacts, they must first be moved to the Archived folder within the Contacts tab. While this can be done manually, using flows enables bulk processing for greater efficiency.

Implementation Steps:

• Group Creation

  • Create a dedicated group for contacts requiring archiving

  • For inactive contacts: Utilize the ‘Last Seen On’ field to identify dormant contacts

  • Consider creating smart groups through contact searches for automated maintenance

• Flow Configuration

  • Create a flow containing an Update the Contact action

  • Configure the action to change contact status from Active to Archived

  • Example: A “Dormant Contacts” flow designed to automatically archive outdated contacts

• Execution

  • Initiate the flow and select your target group (e.g., “Dormant”)

  • All contacts processed through the flow will be automatically moved to the Archived folder

• Final Deletion

  • Access the Archived folder

  • Click the menu icon (☰) and select Delete All to permanently remove all archived contacts

Important Notes:

• Archiving is a mandatory prerequisite for deletion

• This method supports bulk processing for operational efficiency

• Smart groups enable automated identification of qualifying contacts

For additional assistance, please use the support widget in the bottom right corner of your interface.