ServiceMinder Clean Up Tips

Now is a good time to go through and clean up your ServiceMinder account to prepare for the 2025 season.

 

I've included two tips below that show you how to clean up old contact tags and email campaigns. 

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Deactivating Contact Tags

1. Click on Control Panel

2. Click on Categories, Tags and Labels

3. Click on Contact Tags

4. Click on Edit next to the tag that you want to deactivate

5. Check Active

6. Click on Save

 

 

Now let's go deactivate some old e-mail campaigns.

Note: This does not delete the email template, it just hides the email campaign

from your list of campaigns.

7. Click on Campaigns

8. Click on Email

9. From here, you can see a list of all your email campaigns. 

10. Click on Archive next to each campaign that you want to hide. 

11. Click on Show All