Retention policy
A retention policy is available for any Insight data collection which includes a date type field in its records. The retention policy is a tool that allows you to expire Insight data records after a period of time that you set. Expiring Insight data means deleting it from your account. This tool can be helpful in managing your Insight data allowance.
For a date field to be available to use for the purposes of setting a retention policy, it must be included in the root (top level) of the JSON structure.
You can see examples of this in our data schemas.
To view your current Insight data storage, expand the User menu and go to Settings > General > Usage. The Data storage bar displays your account's current Insight data usage against your total allowance.
The Data storage figure does not include records for non-billable Insight data collections, as such collections aren’t counted towards your limit. Which of your Insight data collections are non-billable depends upon your account package.
To edit the retention policy for an Insight data collection:
For a contact-scoped collection, go to Connect > Contact Insight data.
For an account-scoped collection, go to Connect > Account Insight data.
Select the Properties icon.
To apply a retention policy to the collection, set Automatic data expiry to ENABLED.
To remove a retention policy, set Automatic data expiry to DISABLED.
If applying a retention policy, expand the first drop-down menu for Delete Insight data and select the time period you want the data to be deleted after.
Available time periods:1 month
2 months
3 months
6 months
1 year
2 years
4 years
Expand the second drop-down menu and select the date type field to use.
For example, setting Delete Insight data to 6 months aftercreateddatedeletes an Insight data record from this collection once 6 months has passed since the date in thecreateddatefield.Select APPLY.
Additional settings for catalog collections
Currency settings
Set a default display currency for product recommendations and commerce blocks which use this catalog.
Learn more in Set a default display currency for a catalog.
Product recommendations settings
You can edit a number of settings for the Product recommendations feature at a catalog level.
Learn more
Tax settings
For Insight data collections that contain a Price field, you can set whether the figure in this field is inclusive of tax. If the figure is exclusive of tax, you can set a default tax rate to be applied.
Learn more in Set the default tax rate for a catalog.
Delete or empty an Insight data collection
Delete
For a contact-scoped collection, go to Connect > Contact Insight data.
For an account-scoped collection, go to Connect > Account Insight data.
Select the checkbox for the Insight data collection you want to delete.
Select DELETE.
A window opens asking you to confirm the deletion. Type delete into the Confirm field, then select DELETE.
If there are data dependencies in place for the collection you’re trying to delete — for example, the collection is in use inside a program or segment — you see a warning message informing you of this. You must remove these dependencies before the collection can be deleted.
Empty
For a contact-scoped collection, go to Connect > Contact Insight data.
For an account-scoped collection, go to Connect > Account Insight data.
Select the checkbox for the Insight data collection you want to empty.
Select EMPTY DATA.
A window opens asking you to confirm that you want to empty the collection. Type empty into the Confirm field, then select EMPTY INSIGHT DATA COLLECTION.
This action empties the collection only and does not reset the schema. If you want to do both, you must do so using the API.