Delete Records

Engage+ allows you define a delete process as a one-off job that runs immediately, or as a regularly-scheduled, recurring job that runs at set intervals (see "Create a New Recurring Delete Job" below for more details on that process).

Please note that before you can create a delete job, you must already have a Filter defined that identifies the records you want to delete. See Filters for more details.

To create a one-time delete job:

1. From the Tool Ribbon, click Create New One-Time Job. The "Create New One-Time Job" dialog box is displayed.

2. In the "Filter" field, either begin typing in the Filter name, or click the browse button (magnifying glass icon) to browse for and select it.

3. Click create one-time job. A warning dialog is displayed, telling you that deleting records can't be rolled back or undone. Click ok.

4. The log of One-Time Delete Jobs is updated to include your new job, along with its status. Click refresh to see updated status and statistics for this job.

The Delete Records screen provides a log of all the One-Time Delete Jobs. To view the statistics or status for a One-Time job:

1. In the Function Menu, click "One Time Jobs." The screen is updated to show the log of all the One-Time Delete jobs. This log shows the current status for each job, and the start and end times. If the job is finished, the log shows the number of records that were deleted by this job. The log also shows the name of the Filter that was used for each job (you can click the Filter name to jump to the Filter details screen).

2. If necessary, click refresh to see updated status and statistics.

Engage+ allows you define a delete process as a one-off job that runs immediately (see "Create a New One-Time Delete Job" above for more details on that process), or as a regularly-scheduled, recurring job that runs at set intervals

Please note that before you can create a delete job, you must already have a Filter defined that identifies the records you want to delete. See Filters for more details.

To create a recurring delete job:

1. From the Tool Ribbon, click Create New Recurring Job. The "Create New Recurring Job" dialog box is displayed.

2. In the "Filter" field, either begin typing in the Filter name, or click the browse button (magnifying glass icon) to browse for and select it.

3. Select when to begin the recurrence schedule, either "Start schedule immediately" or "Start schedule on." If you select "Start schedule on," enter a start date and time.

4. Define the recurrence frequency:

   • Daily: Enter an interval (every "X" days).

   • Weekly: Select one or more days of the week.

   • Monthly: Select either:

   • • A specific number ("15th of the month" for example).

     • Define a business rule to calculate a date ("second Tuesday of every month" for example).

   • Yearly: Select either:

   • • A specific month / date ("January 15th" for example).

     • Define a business rule to calculate a date ("second Wednesday in August" for example)

5. Select the sending time:

   • Once a day: Enter a specific start time.

   • Several times a day: Define an interval in either minutes or hours. Also, define the active window during which the job can run by selecting the starting and ending times for this window.

6. Select how long this automated recurrence schedule should run, either "Do not end schedule" or "End schedule on." If you select "End schedule on," enter the stop date and time.

7. Click create recurring job. A warning dialog is displayed, telling you that deleting records can't be rolled back or undone. Click ok.

8. The log of Recurring Delete Jobs is updated to include your new job, along with its status. Click refresh to see updated status and statistics for this job.

Recurring delete jobs can be temporarily paused, which will prevent the job from running until it's resumed again.

To pause a recurring delete job:

1. In the Function Menu, click "Recurring Jobs." The screen is updated to show the log of all the recurring delete jobs.

2. In the right-hand column of the log, click Stop Schedule.

If you later need to resume a job that was previously paused:

1. In the Function Menu, click "Recurring Jobs." The screen is updated to show the log of all the recurring delete jobs.

2. In the right-hand column of the log, click Resume Schedule.

The Delete Records screen provides a log of all the Recurring Delete Jobs. To view the statistics or status for a recurring job:

1. In the Function Menu, click "Recurring Jobs." The screen is updated to show the log of all the recurring delete jobs. This log shows the status for the current run of each job, the next scheduled job run, the start and end times of the previous job run, and the job's expiration date (if there is one). If the job has processed at least once, the log shows the number of records that were deleted during the previous run. The log also shows the name of the Filter that was used for each job (you can click the Filter name to jump to the Filter details screen).

2. If necessary, click refresh to see updated status and statistics.