List Hygiene

List Hygiene is the practice of cleaning an email list to ensure all addresses are active and deliverable. Regularly implementing this process removes unengaged addresses from your marketing list, which decreases risks for spam traps, complaints, and invalid hard bounces. 

First, identify engaged contacts and tag them accordingly. Engaged contacts meet at least one of the following scenarios:

  • Recently opted-in via an Infusionsoft hosted web form
  • Recently opened an email
  • Recently clicked a link within an email
  • Recently purchased a product or service
  • Are currently on a recurring subscription

Typically, contacts are considered engaged if they meet at least one of the criteria above within the last 4 months.  After tagging engaged contacts, the next step is to clean the list by removing or opting-out the rest of the contacts since they have been identified as unengaged.


Tag web form activity

Tagging web form activity is the process of identifying and tagging contacts that have recently opted in via a web form.

  1. Hover over the Infusionsoft logo in the top left.
  2. Under the Marketing column, click on Reports.
  3. Click on Web Form Tracking Report.
  4. On the Search Criteria page, in the Form Date fields, select dates by clicking on the calendar icon (General rule of thumb: 120 days.)
  5. Click Search (This shows you a list of all contacts that filled out a web form in the past 120 days.)
  6. Click Actions in the top left corner of the list and select Apply/ Remove Tag.
  7. Click Create a New Tag, for example: Engaged – web form submission. Click Create This Tag and Save.
  8. Click Process Action

 

Tag opens

Tagging opens is the process of identifying and tagging contacts that have engaged by opening and/or clicking a link within your email.

  1. Hover over the Infusionsoft logo in the top left.
  2. Under the Marketing column, click on Reports.
  3. Click on Email Status Search.
  4. On the Search Criteria page, in Email Status, highlight all marketable statuses: Unconfirmed, Confirmed (Legacy) and Confirmed.
  5. Click the Misc Criteria tab and scroll down to the bottom. In the Last Open Date field, select dates by clicking on the calendar icon (General rule of thumb: 120 days.)
  6. (Optional) Click the Column tab (last tab) and select Last Open Date, Last Engagement Date, and Time Since Last Engagement
  7. Click Search (This shows you a list of all contacts that opened an email in the past 120 days.)
  8. Click Actions in the top left corner of the list and select Apply/ Remove Tag.
  9. Click Create a New Tag, for example: Engaged – Opens. Click Create This Tag and Save.
  10. Click Process Action.


Tag Purchases

Tagging purchases is the process of identifying and tagging all contacts that have recently purchased a product or service within the past 90 days. We do not recommend increasing this time period.

  1. Hover over the Infusionsoft logo in the top left.
  2. Under the E-commerce column, click on Orders.
  3. On the Search Criteria page, click on the Misc Criteria column.
  4. Scroll down to the Purchase Date Interval drop down menu and select Last 90 days.
  5. Click Search (This shows you a list of all contacts who have purchased within the last 90 days.)
  6. Click Actions in the top left corner of the list and select Apply/ Remove Tag.
  7. Click Create a New Tag, for example: Engaged – Purchases.
  8. Click Create This Tag and Save.
  9. Click Process Action.


Opt out the rest

Now that you've identified and tagged all contacts that have recently engaged, it's time to opt out all un engaged contacts.

  1. Hover over the Infusionsoft logo in the top left.
  2. Under the CRM column, click on Contacts.
  3. Click on Start Over to go to the Search Criteria page.
  4. Under the Tag Ids drop down menu, select Doesn't have ANY of these.
  5. Highlight all of the engaged tags that were just created and click Search (This shows you all contacts in the database that does not have at least one of these tags.)
  6. Click Action in the top left of the list and select Update Opt in/out status to mass opt out this entire list of unengaged contacts.


Turn on automated list management

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