Engagement Management tool

The Engagement Management tool cleans your list(s) by unsubscribing unengaged contacts who have an email address in their contact profile. Using this tool regularly will keep your lists healthy and can improve open rates over time. It will also help reduce spam complaints, bounces, and unsubscribes.

Take note

• This tool will not show you which contacts will be unsubscribed
• This tool will not show you how many contacts will be unsubscribed
• A tag is required for any contacts who will be unsubscribed from a list by this tool
• If an unengaged contact exists on multiple lists, they will only be unsubscribed from the list you choose
• Actions run by the Engagement Management tool cannot be undone. We recommend exporting all contacts before using this tool
• Apple MPP Opens will NOT be treated as engagements when evaluating what contacts should be removed when using this tool. To learn more about Apple MPP Opens, visit ActiveCampaign and Apple iOS 15 Mail Privacy Protection

How the Engagement Management tool works

The Engagement Management tool will unsubscribe all eligible unengaged contacts from a list who have not engaged (opened or clicked links) with your emails.

Eligible unengaged contacts are contacts that meet all of the following:

• No clicks or opens are associated with the contact based on your chosen time frame
• The contact is not already unsubscribed from the selected list
• The contact is not part of an open deal
• At least one email has been sent to the contact

You can choose to unsubscribe contacts who never engaged with your emails or you can choose to unsubscribe contacts who have not engaged with your emails within a specific time period (3, 6, 12, or 24 months).

The Engagement Management tool can be accessed from the Lists page in your account. Each list in your account has its own Engagement Management tool option. Note that it can take up to an hour for the Engagement Management tool to unsubscribe unengaged contacts in your list.

Unsubscribe all contacts who have never engaged with your emails

The "Unsubscribe all unengaged contacts" option will search the chosen list for:

• Contacts who were sent at least one campaign or automation email
• The most recent date a contact(s) engaged (opened/clicked) with a sent campaign or automation email

A contact will remain subscribed to the chosen list if they meet any of the conditions below:

• They were not sent a campaign or automation email
• They engaged with a sent campaign or automation email

A contact will be unsubscribed from the selected list if they were sent a campaign or automation email and did not engage with it.

To use this option:

1. Click Contacts > Lists on the left menu.
2. Locate the list you wish to clean, then click the down caret for that list. The down caret is located next to the "Import Contacts" button for your list.
   
   
   
   
3. Click the "Engagement management" option located in the dropdown.
   
   
   
   
4. Click "View Cleanup Options" for the list you wish to clean.
   
   
   
   
5. A modal window will open. Click the “Unsubscribe all unengaged contacts” option.
6. Type the tag to apply to contacts who will be unsubscribed into the field provided. (Required)
7. Click “Remove unengaged contacts” button.
   
   

A confirmation message will appear on the Engagement Management page in your account and unengaged contacts will be unsubscribed from the selected list. You can safely navigate away from this page.

Unsubscribe all contacts who have not engaged with your emails past a certain date

You can choose to unsubscribe contacts who have not engaged with your emails within the last 3, 6, 12, or 24 months.

The "Unsubscribe all unengaged contacts past a certain date" option will search the chosen list for:

• Contact(s) who subscribed to your list prior to the timeframe you selected
• Contact(s) who were sent at least one campaign or automation email
• If the contact(s) didn't engaged with your campaign or automation email within the timeframe you selected

A contact will remain subscribed to the chosen list if they meet any of the following:

• They were not sent a campaign or automation email
• They subscribed within the timeframe you selected
• They engaged with a campaign or automation email within the timeframe you selected

A contact will be unsubscribed from the chosen list if they meet all conditions below:

• They subscribed prior to the timeframe you selected
• They did not engage with a sent campaign or automation email within the timeframe selected

To use this option:

1. Click Contacts > Lists to navigate to the Lists Overview page.
2. Locate the list you wish to clean, then click the down caret for that list. The down caret is located next to the "Import Contacts" button for your list.
   
   
   
   
3. Click the "Engagement management" option located in the dropdown.
   
   
   
   
4. Click "View Cleanup Options" for the list you wish to clean.
   
   
   
   
5. A modal window will open. Click the “Unsubscribe all unengaged contacts past a certain date” option.
6. Click the timeframe you wish to use.
7. Type the tag to apply to contacts who will be unsubscribed into the field provided. (Required)
8. Click the “Remove unengaged contacts” button.
   
   

A confirmation message will appear on the Engagement Management page in your account and unengaged contacts will be unsubscribed from the selected list. You can safely navigate away from this page.