How to Create a New Data Retention Policy

Click the New Data Retention Policy button. Answer the following questions to generate your data retention policy:

  • What is the name of this policy?
  • What action should be taken with records within the policy scope? Delete, flag for manual review, keep and anonymize the data
  • How long after the last interaction with a contact should this policy take effect?
  • Does this policy require contacts to be a minimum age?
data retention
New Data Retention Policy form

When you have finished filling out the form, click Create Data retention policy.