Background

In order to be compliant with the CCPA/GDPR, customers are sometimes required to delete consumers’ records from their Engage+ environment.

Self-service clients can perform this task as the need arises. Full service clients can request deletions from their Services team if they prefer.

Please note, any record deletion done via the Engage+ Interface will only affect a single table. If more than one sending table is being used or a joined table contains user data, a deletion job for those tables must be done separately. If you are unsure, please contact your administrator or your Marigold Services team.

Step by Step Guide

The deletion of any user record within Engage+ requires the creation of a filter which will select the record(s) in question in the respective table.

Step 1: From the Engage+ home screen, go to the Data Management tab and select Delete Records* in the Management section.

* If the option to delete records is not available, the necessary access rights are not enabled.
Please contact your administrator or Services team for assistance.

Step 2: For the purpose of a simple deletion of a user record (or more), click Create
New One-Time Job and select your filter in the pop-up window.

Step 3: After selecting the filter, click Create One-Time Job. There will be a warning, so double check if the filter used is the correct one. After clicking OK, the deletion process will start.