Inherited Instance: Database Checklist
- Topics:
- Getting Started
Understand the total number of people, marketable people, and top person-acquiring sources in your subscription. Remember to download the checklists and track your progress.
System Smart Lists
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How many people exist in the database?
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If your database is close to full, does your company policy recommend that you expand your database size or clean out historical data?
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Is your overall database at least 85% marketable?
If yours falls under this threshold, look at the other system smart lists (Blocklist, Marketing Suspended, Duplicates, Unsubscribe) with greater scrutiny.
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What are your criteria for unsubscribed people? Are there too many unsubscribed people?
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Do your unsubscribe methods align with your data privacy requirements?
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Is your unsubscribe preference up to date? How long have records remained in your database as unmarketable?
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What are your criteria for Marketing Suspended? Are there too many people who are Marketing Suspended?
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How long have records remained in the Marketing Suspended status?
Marketing Suspended use case example: people records who are actively involved with sales in late-stage opportunities that you want to suppress marketing communications for.
- What are your criteria for blocklisting records? Are there too many people who are blocklisted?
- Do you have a lot of people who bounced in your Database?
If so, consider investigating why.
- How many potentially duplicate records are there?
Consider deleting or merging them.
- How many people don't have an acquisition program?
If there are a lot, consider investigating why.
Smart Lists
- How many Smart Lists are there? How are they used in this instance?
- Are the lists organized in a cohesive folder structure?
If you have orphan lists, consider organizing your tree so assets are easy to find.
Static Lists
- How many Static Lists are there? How are they used in this instance?
Segmentations
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Which segmentations are there? How are they being used?
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Are too many people in default segments?
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Is there a segmentation for the marketable audience?
If not, consider creating one.