Troy Vision Data Cleanse
This feature allows you to:
- Set candidates and / or contacts as ‘Unsubscribed’
- Set candidates and / or contacts Consent or Deletion Request fields
- Create a contact for companies that only have a company email address
- Remove email addresses that have been found to be invalid
Figure 1 – Unsubscribe requests
A specific User Field is used to indicate that people wish to be unsubscribed. By supplying a .CSV file of their email addresses, this field can be set in bulk. Simply select the User Field and the appropriate value and the file containing the addresses. If the first row in the file is headers indicating the purpose of each column, tick the box so that it is not processed.
Consent / Deletion Request
Figure 2 – Consent / Deletion Requests
In accordance with GDPR regulations (and simply best practice), people should be asked to give consent to be contacted, and are entitled to request that their details are removed from the database. Select a .CSV file that contains each person’s email address in the first column and either click Set Consent or Mark for Deletion.
Create Primary Contacts for companies
Figure 3 – Create Company Primary contacts
If you have migrated from the earlier Troy Enterprise, you may have a number of companies in the database that were contacted via an email address that was stored against the company record itself, rather than against a contact person.
This routine will either create a Primary contact for companies that don’t have one, or create a contact for companies where the company address begins with the supplied value.
Figure 4 – Email Cleanse
When sending large volumes of emails, a number of them will become invalid over time; either because the person has left their job or else changed their email address. In order to avoid continuing to send emails to invalid addresses (which is a waste of resources and can lead to your server being blacklisted), there are third party companies that can validate a file of addresses that you send to them.
Their response file can then be processed with this function, to remove these invalid addresses from the database, and / or set a User Field (e.g. ‘Email Address cleansed’) against each person, so that you have a record of those that have been processed.
Select the .CSV file that the external service has supplied, tick if the first row contains headings and chose whether it is a file of home addresses (typically for candidates) or work addresses (typically for contacts). As mentioned above, you can also select a User Field and value to update against each of these people. Alternatively, you can just set the User Field and not delete the email address.