How to Run a Data Retention Policy

Once you create a data retention policy, you can run the policy to look for any contacts that meet the requirements set by the policy and then carry out the policy’s intended action.

Click the policy name from the Data Retention Policy list.

data retention
Data Retention Policy scope

Now click the Begin Procedure button in the top right-hand corner to run the policy. After the policy runs, you will see a list of all contacts to whom it applies to.

data retention
Run Data Retention Policy procedure

Select Tick here to proceed with data cleansing and then select Process Records.