Archiving Events and Customers

You can archive events directly from your event build listing page. Once an event is completed settled, you are best archiving the event if it had no further use rather than making the event inactive. When archiving events that have associated deals, discounts, subscriptions, or packages, please note that those items will no longer be available. To filter by archived events, use the appropriate filtering option. Before making an event archived, please be advised that any tags associated with the event will be affected. Please note, that if you generate sales reports that include and archived event, that data will still be displayed.

Archiving Customers

We have introduced the option to archive customers who haven’t logged in or made a purchase within a specified number of days. Once the specified time has elapsed, the customer’s account will be deactivated. To access this feature, go to Settings > Organization Settings > General Settings > Customer. You can find options to archive customer accounts based on login or purchase activity.

When searching for archived customers in the Customers & Transactions section, use the new checkbox “Include Archived Customers” to reveal the results

Please note that archived customer data will not be included in Customer Evaluation and Primary Marketing Reports, but all other reports will reflect archived customer data.

FAQs

Q: If a patron’s account is automatically archived due to inactivity, will it be reinstated if they log in or make a purchase after the archive period?

A: Yes.

Q: Is there a way to individually mark an account as archived?

A: Account archiving is managed automatically based on your settings. However, once an account is archived, you will see an archive checkbox next to their account.

Q: Does the automated batch process to archive accounts run at a certain time of day? We entered a number of days into the fields, but the accounts are still active. Does it happen immediately?

A: The batch job to archive customers runs every 4 hours.