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McKaylaGallup
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February 16, 2022
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Creating A Chronic Non-Responders List with the new Data Retention Policy

  • February 16, 2022
  • 1 reply
  • 2318 views

None of the articles I've come across on managing a Chronic Non-Responders list were updated after the change to Marketo Activities Data Retention Policy in August 2018.

Generally, a Chronic Non-Responders list includes a Was Sent Email filter with a minimum number of times over the course of a set window (i.e. Was Sent Email is any, minimum number of times is 10, date of activity is in past year). In the update, both Send Email and Email Delivered were marked as high volume activities, and the retention time was changed to 90 days.  [https://nation.marketo.com/t5/knowledgebase/marketo-activities-data-retention-policy-under-the-hood/ta-p/251191] 

This effectively limits the window of time we can look for Chronic Non-Responders in to those 90 days, at least as far as traditional recommended search parameters go (i.e. https://nation.marketo.com/t5/product-blogs/data-management-strategies-managing-chronic-non-responders-never/ba-p/243567 or other articles linked in posts like these https://nation.marketo.com/t5/product-discussions/chronic-bounces-non-responders/m-p/60137#M28459) 

While this can still be used, the limitations on that window don't necessarily follow best practice for creating a Chronic Non-Responders list. Does anyone have suggestions or recommendations for how to handle a more long-term list? 

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Best answer by SanfordWhiteman

Hi McKayla,

 

What I do now (and I kind of prefer it anyway) is have Sunday batches that looks at the activity during the past week (S-S) and sets Date fields like Last Email Delivered Week Ending to {{system.date}}. Similarly, you can use Date fields in conjunction with Score fields to maintain Number of Emails in <Period> fields.

 

With those in hand, you can run very quick equivalent reports.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
February 17, 2022

Hi McKayla,

 

What I do now (and I kind of prefer it anyway) is have Sunday batches that looks at the activity during the past week (S-S) and sets Date fields like Last Email Delivered Week Ending to {{system.date}}. Similarly, you can use Date fields in conjunction with Score fields to maintain Number of Emails in <Period> fields.

 

With those in hand, you can run very quick equivalent reports.

    M
    McKaylaGallupAuthor
    Level 2
    February 21, 2022

    Sanford, Thank you! These are great ideas for moving forward and they may provide more granular data as well. Much appreciated. 

    McKayla Gallup
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