If you have ever wanted to clean up your CRM by removing or deactivating leads or contacts who never read your mail, you can make a list of all of them through the following method.
- Dynamics 365
Create a new static marketing list composed of either leads or contacts (this works with both, but the article will just use contacts for clarity's sake). Choose Manage Members > Add Members Using an Advanced Find.
For the search criteria, do not add any criteria other than the default Look for: Contact. Click OK, then add all results to the marketing list. Doing this creates a marketing list that is composed of every contact in your CRM.
Click Manage Members again, but this time select Remove Members Using an Advanced Find. This time, set the search criteria as the following:
Look For: Contact
(related) Email Events(Contact)
Type Equals Click;Open.
Then click OK. Now select Remove all results from the marketing list. This will remove all contacts from the marketing list that have any open or click email events associated with them, leaving the current marketing list members as people who have not interacted with your emails.
The marketing list now only contains contacts who have never opened or clicked your emails.
Now that you have identified these contacts, you can reach out to them to try to rekindle their interest in you and encourage them to look at your mail. You can also give them the opportunity to opt out of the mail if they want to stay connected with you but are not interested in emails. If they remain unresponsive, you can deactivate or delete the records or deal with them as you see fit.