You are here

August Update 2017

 

List Hygiene is a crucial email marketing best practice and now Infusionsoft will take care of it for you. You now have access to two new email statuses and automation that will set these statuses for you. This feature replaces the manual List Hygiene process.

First, a definition of the 2 new statuses:

  • Unengaged Marketable Status - These contacts are eligible to receive your automated marketing emails, but are tracked as not having engaged for a certain number of months. The default timeframe is 4 months.
  • Unengaged Non-Marketable Status - These contacts will no longer be eligible to receive your automated marketing emails unless they engage with an email they've already received from you or submit an Infusionsoft web form.

You can now set a "contact engagement threshold" (in months) which identifies and sets these two new statuses automatically.

There is a new settings section that allows you to customize when these email statuses are applied to a contact:

 

  1. Go to Marketing > Settings in the main menu

  2. Click on Automated List Management

    • Unengaged Marketable Status - As mentioned above, these contacts will still be eligible to receive your automated marketing emails, but are tracked as not having engaged for the number of specified months.
      • The default timeframe for this status is 4 months - which is the hard-coded policy currently in place. Based on this threshold, after 4 months with no engagements (opens, clicks, web form submissions), all contacts with confirmed or unconfirmed email status will automatically move to an Unengaged Marketable status. In this status, contacts are still eligible to be sent automated marketing emails, but keep in mind that no engagement after 4 months increases risks for excessive spam complaints or hard bounce s due to email accounts becoming inactive over time. Once these contact re-engage with your marketing efforts (open, click, or submit a web form) their email status will return to the previous state.


         
    • Unengaged Non-Marketable - As mentioned above, these contacts will no longer be eligible to receive your automated marketing emails unless they re-engage (open, click, web form submission.) If they re-engage, their email status will return to its previous state.
      • Please toggle this On and set your timeframe. The default timeframe recommendation is 12 months, but you can adjust 1-24 months depending on your preference. It must be equal to or larger than the Unengaged Marketable threshold.


         
      • You can also disable this functionality by toggling the switch to the OFF position.


         
  3. Click Save Email Address Status Limits to save your settings