How to Purge Customer Data

In this guide, you’ll learn how to permanently delete customer data from the Mention Me platform, helping you manage data privacy and comply with regulatory requirements.

There are three ways to purge customer data:

1. Manual, individual deletion
Delete a single customer directly from the platform.

2. Manual, bulk deletion via CSV upload
Upload a list of customer emails in CSV format, and submit the upload to purge multiple accounts at once.

3. Automated deletion via SFTP
Automate regular customer data purges by securely sending CSV files via SFTP. 
If you're already set up, simply follow your integration instructions. If not, our team can help you get started.

By the end, you’ll be equipped to manage customer data purges efficiently, either individually, in bulk, or on an automated basis.

Manual Deletion: Individual Accounts

1. Go to the Customers section in the Mention Me platform.

Image showing how to access the Customers page

2. Search for the customer using name, email, or customer ID.

3. Click the customer’s name to open their profile.

Image showing an example of a customer's account

3. Click Actions → Purge.

Image showing how to Purge an individual account

4. A confirmation step will follow. Once confirmed, the account is permanently deleted.

Here is a quick GIF showing the process:

Manual Deletion: Bulk Upload via CSV

To delete multiple customer accounts at once using a CSV file:

Step 1: Access the Upload Tags Tool

• Go to Settings & Tools → Upload Tags
• Or, use the search bar to type “Upload tags” and select the first result.

Image showing how to find the Upload Tags feature from the search bar

Step 2: Select Action

• In the dropdown list, choose Purge.

Image showing the Purge option from the dropdown list

Step 3: Upload Your CSV File

• Drag and drop your .csv file or select it manually.

Image showing how to upload your selected file

Required CSV Field:

Only “Customer Email” is mandatory. Ensure your file is saved in .csv format.

Step 4: Map Fields and Validate

• During the upload process, a field mapping step will validate the first ~100 rows.
• Errors (e.g. an invalid email) will be shown immediately in red.
• If validation passes, click Upload to continue.
• Invalid rows will be skipped during processing.

Step 5: Confirmation

• After processing, you’ll see a summary of:
• Total rows processed
• Number of successful deletions
• Any failed rows

Valid entries will be added to the purge queue and processed.

Automated Deletion via SFTP

You can automate customer deletion by uploading a CSV file to our SFTP server. Once received, we permanently delete listed users—no additional input required from your team.

A. If You Already Have SFTP Set Up

• Follow the format outlined in your integration instructions:
  • Settings & Tools → Integration Instructions → Advanced Implementation → Sending Data via SFTP → Purge Customers
• Upload your files using the agreed format.
• We will begin deleting the users as soon as the data is received.

Here is a quick GIF that shows you the full action:

B. If You Don’t Have SFTP Set Up Yet

• Contact us to set up your SFTP connection.
• Follow the setup steps in:
  • Settings & Tools → Integration Instructions → Advanced Implementation → Connecting to the Mention Me SFTP Server
• Once connected, you can start submitting CSV files for automated deletion.

Here is a quick GIF that shows you the full action:

Please let us know if you require any additional help, and we’ll facilitate setting this up.