- Interest associated with the data import will be set to past
- Lead Status will not be changed
How does the system determine which interests came from a data import?
The prospect interest Source and Received On date is how the system finds data import interests.
The source of the interest and the received on date are compared with the original data import interest added to the prospect record. Note that the interest source could be "Rollover" meaning that the interest was rolled over during the yearly system data rollover (typically end of fiscal year).
Example: Current interest record with Source = Data Import will be set to Past on 10/13/2015, exactly 12 months after Received On date. The Application interest would remain Current on the record.
Example: Current interest record with Source = Rollover will be set to past on 9/26/2015, exactly 12 months after Received On date.
Select All Lead Interests to view Past and Current interests on prospect record.
The Current interest record with Source = Rollover has the same Received On date as the original Data Import interest. No other sourced interests exist, thus this contact will be set Inactive after the interest expires.
How can I see a list of people that are going to expire on a certain import list?
There are advanced finds saved under People and a Dashboard that can help your office be proactive with imported contacts that are soon to expire.
To view contacts sourced from a specific import, the interest Received On date in the query should be updated to reflect the date of the import. Advanced find saved views that are available for review:
Admin: Data Import Interest Expire (Change Date, Review)
This view shows all active contacts imported on a specific date.
Admin: Data Import Interest Expire - Email CLICK Activity (Change Date, Review)
This view shows all active contacts that have click on automatically sent emails in last 3 months.
Admin: Data Import Interest Expire - Email OPEN and/or CLICK Activity (Change Date, Review)
This view shows all active contacts that have opened and/or clicked on automatically sent emails in last 3 months.
- Find the Created On date for the import contact data you would like to review (under Workplace > Logs).
- Update the Received On field in the advanced find details with the Created On date of the import.
- Save the query. Update each saved view with the date, as necessary.
- Review and analyze the contact data.
You can use the Dashboard view for comparison of these lists, and review contacts that have been active opening and/or clicking links in emails in the last 3 months. You may elect to contact those people that have email activity over the last 3 months.
Leads: Data Import Interest Expire For Review
This dashboard brings in the views above and shows which data import lists will be expiring in the next 30 days.
How can I view the result of an import expiration?
View the Expire Import Logs to see the result of the data import interest expire workflow.