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            Automatically Remove Unconverted Visitor Records

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            Automatically Remove Unconverted Visitor Records

            Free up system bandwidth to improve overall business unit performance and adhere to privacy regulations by automatically deleting stale unconverted visitor records. Deleting stale unconverted visitors is permanent. You can’t retrieve the records after they’re deleted.

            Required Editions

            Available in: All Account Engagement Editions

            Before permanently deleting unconverted visitor records, keep these considerations in mind regarding reporting.

            • Depending on your settings, automatically deleting stale unconverted visitors impacts B2BMA reporting. Reports that use pdVisitor can be impacted. In the Pipeline dashboard, the conversion rates can appear higher or the number of visitors can decrease.
            • If you’re using B2BMA reporting, we recommend setting your deletion date to 3 years to match the B2BMA data retention rate.
            • Deleted stale unconverted visitors can make conversion rates appear higher and unique clicks lower.
            1. Open the settings for your business unit.
              • In Account Engagement, click gear icon and then select Settings.
              • In the Lightning app, select Account Engagement Settings.
            2. Click Edit, select Visitor Importance Time Frame, and choose the date range after which visitor records are automatically deleted.
            3. Enable Automatically delete all visitor records after the Visitor Importance Time Frame lapses which didn't convert to prospects.
              • For business units created on or after October 16, 2023, this setting is auto-enabled with the deletion date range set to 365 days. You can adjust this duration between 6 months up to 3 years.
              • This setting is auto-enabled with a default date set to 365 days in sandbox and demo business units.
             
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