Overview
Cleaning your Team Registered page is essential for maximizing license usage, reducing email bounce backs, and enhancing program adoption and engagement. The article provides a step-by-step guide on how to filter and archive inactive users, communicate with them, and coordinate with HR to maintain an efficient and active team environment.
Information
Maximize your license usage, reduce email bounce backs, and boost adoption and engagement by cleaning up your Team Registered page. In this article, we will outline the process and importance of cleaning up your Team Registered page.
Why is it important to clean your team registered page?
Cleaning your Team Registered page is crucial because a neglected page can lead to a significant increase in email bounce backs. By maintaining a clean page, you free up licenses, allowing you to invite new employees to your program. This can significantly boost your program's adoption and engagement rates. Regular maintenance of this page ensures you can fully utilize your licenses and keep your team's communication efficient.
What Does the Clean Up Involve?
Here’s the step-by-step process:
STEP 1: Filter Users by Last Login and Last Share
To improve the adoption of the platform and to maximize a program's licenses, Admins have the ability to easily filter users by Last Login and Last Share on the Team page.
For example, with these filters, you can see which users are not active, and conveniently archive inactive users to free up licenses to onboard new users.
With both drop-downs, easily filter users by:
- Those who have or have not completed X
- From a specific date or timeframe
Users who fit the rules selected will appear in the Users list and information available will include the users:
- Last Login date
- Last Share date
From here, admins can conveniently complete a number of actions:
- Archive Users
- Export a user list
- Regroup users
STEP 2: Communicate with Inactive Users and Cross Reference with HR
Once you have identified inactive users, it is advisable to initiate a re-engagement strategy. Additionally, liaise with your Human Resources department to verify if any of the inactive users are no longer employed at your organization. Users who have either left the company or are not interested in resuming active participation can be archived accordingly.
STEP 3: Archive Inactive Users
Let's go over how you can archive a large number of users, by either:
Bulk Archive Users via CSV
First, on the Team > Users page click on 'Archive Users via CSV'
Next, download the sample CSV or create a CSV that contains a column titled 'User Email Address' and list the users' email addresses that should be included within the Bulk Archive
Then, upload the document and click 'Next' to process
Finally, to ensure that this is what you want to process, you will be required to type ARCHIVE
Once completed, it will take a few minutes for the changes to reflect - and you are all done!
Bulk Archive Users via Selection
First, select the users from the Team list that should be archived
Then click 'Archive Users' > 'Archive Selected Users'
Lastly, type 'ARCHIVE' and click 'Confirm' to complete the process
Boost your program's success by regularly cleaning up your Team Registered page!
Helpful Resources
Explore the following articles to gain more insights:
FAQ
Why is it important to clean the Team Registered page?
Cleaning the Team Registered page is important to maximize license usage, reduce email bounce backs, and increase adoption and engagement rates within your program by ensuring only active users occupy licenses.
What are the steps involved in cleaning up the Team Registered page?
The cleanup process involves filtering users by last login and share, communicating with inactive users and cross-referencing with HR, and archiving inactive users either individually or in bulk via CSV or selection.
How can I archive a large number of users at once?
You can archive a large number of users by using the Bulk Archive feature, which allows you to archive users via a CSV file or by selecting multiple users from the Team list and confirming the archive process.
What should I do before archiving users?
Before archiving users, it's recommended to communicate with inactive users to re-engage them and check with HR to confirm their employment status. This helps ensure that only users who are no longer active or employed are archived.
Who can I contact if I need further assistance with cleaning up my Team Registered page?
If you require additional support, you can contact the support team at support@postbeyond.com.