Archiving: ways to keep your platform tidy

Archiving: ways to keep your platform tidy

There are various ways to declutter your platform and ensure that items you no longer use are tucked away rather than getting in the way.

What this article covers

Item

The Temporary Option

How to deactivate it (and reactivate it if you want to)

The Permanent Option

How to delete it

 

Item

The Temporary Option

How to deactivate it (and reactivate it if you want to)

The Permanent Option

How to delete it

 

Albums

 

  • You can delete an Album - deleting the album does not delete the projects within it Delete an Album

Automations

 

Cases

  • You can close a case once you have finished working on it Close a case

 

Contacts

Contact Bio Forms

  • Date fields

  • Dropdown fields

  • Open text fields

  • Time fields

  • Upload a File fields

  • You can remove a Custom Field from any of the following:

    • Automations

    • Contact Bio Forms

    • Event Types

    • Project Forms

    • Surveys

  • You can delete a Custom Field as long as it is not used anywhere on your platform - in other words, you need to ensure you have removed it from any

    • Automations

    • Contact Bio Forms

    • Event Types

    • Project Forms

    • Surveys

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1424949349

Integrations

Metrics

  • Outcomes

  • Activity trackers

  • Engagement trackers

  • Achievement trackers

  • Scale-based trackers (e.g. Multiple Choice survey questions)

  • Numerical trackers

Progress Boards

Projects

  • You can delete a project once it has been closed. Deleting a project will also delete the survey responses, stories and events associated with that project. (It will not delete the contacts within the project) Permanently delete a project

Signup Pages

  • You can disable a Signup Page - this means that people who click the link will see a message to say that this link is disabled and no longer accepting submissions Deactivate a Signup Page (referral form)

 

Surveys

  • When you add a survey to a project it becomes an Active survey campaign

  • When you’re no longer can deactivate the Survey Campaign

Deactivate & Reactivate a Survey Campaign

  • If a survey was created by mistake and you no longer need it, you can permanently delete it

  • Before you delete it you must first delete any survey responses associated with that survey

Delete a survey