Speaking of cleaning up Marketing lists, a subscriber raised a good question.
If you use SyncApps to clean up your lists, specifically Marketing Lists, you can save a significant amount of time by letting the sync process does large amounts of manual data clean up as well right from your CRM.
With SyncApps, she was able to sync her already decreased records from CRM to VerticalResponse.
She was expecting that the records synced to VerticalResponse (VR) are the same as the already decreased records from her CRM, but the original total records appeared instead.
It was found that the subscriber enabled the “Full Sync” feature.
The feature was enabled to let the subscriber sync her huge CRM database that was split into 3 Set Ups. BUT, enabling the feature won’t help in syncing the updated list in your CRM but only provide you with the original list, for it does not delete contacts.
It only removes records from a VerticalResponse list if a record is removed from the Marketing List in CRM. So, in order to perform cleaning through SyncApps, you just need to delete all records manually in VerticalResponse and then reset the sync. Below are the steps to achieve this:
- Delete VR Main List (the one specified in Set Up) and all its contacts.
- Copy Set Up to a new Set Up, so no cached information is preserved. There is a copy button on the Set Up page.
- Run the new Set Up.
- Delete the old Set Up.
Full Sync is not suitable for this use case cleanup process. It can be used after cleanup to make sure the VerticalResponse list is up-to-date if there is contact removal in the CRM list, full sync will sync that removal.
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