Skip to main content

Viewing and Clearing the CRM Hold Queue — FAQ (Internal — iCampaign)

Overview

When a client reaches the subscriber limit on their plan, the subscribers their CRM sends are not rejected — they are parked in a waiting queue until the plan has room again. Until now that queue was invisible, so nobody outside engineering could tell what the CRM had sent, whether it was still waiting, or why an expected batch never arrived.

Dazos Admin now has a support screen that shows that queue for any client instance and lets you clear it so the client can send a corrected batch.

Before You Begin

You'll need:

  • A Dazos Admin account with internal support access (administrator or super administrator).

  • The name of the client instance you want to look at.

  • Confirmation from the client, if you are about to clear their queue — clearing is immediate and cannot be undone.

Access requirements: This screen is internal only. Clients never see it and cannot reach it from their own iCampaign instance. A Dazos Admin user without administrator rights gets an access-denied error on every part of the screen, and the menu entry does not appear for them at all.

⚠️ If CRM Hold Queue is not in your menu under Plans Management, your account does not have internal support access. Ask a super administrator to grant it, or contact the engineering team.

Steps

1. Open the CRM Hold Queue

From Dazos Admin, navigate to Plans Management → CRM Hold Queue.

The screen opens with no instance selected. Pick the client instance from the Instance dropdown at the top left. The list, the counters, and the history below all refresh for the instance you choose. Switching instance reloads the screen.

Only instances whose database has finished being set up appear in the dropdown. A client still being provisioned has no queue to show yet.


2. Read the Queue

Three counters at the top right tell you the shape of the whole queue for that instance:

Counter

Meaning

Pending

Waiting for room in the client's plan. iCampaign retries these automatically, about once a minute.

Failed

The subscriber could not be created. The Reason column says why.

Processed

Already became a subscriber in iCampaign. Nothing left to do.

Each row in the list is one subscriber the CRM sent:

Column

What it tells you

Email / Phone

How to identify the person the CRM sent. Either may be empty, depending on what the CRM had.

State

Pending, Failed or Processed, as described above.

Sent from CRM

When the entry arrived from the CRM.

Processed at

When iCampaign last acted on it. Empty while still pending.

Reason

For a failed entry, why it could not be created.

Important: The list starts filtered to Pending and Failed, because those are the entries still in the queue. A processed entry is no longer waiting for anything.

To see processed entries, add Processed to the State filter. The counters at the top always cover the whole instance, so they will not match the number of rows shown.

You may see a Reason of "Not recorded (instance not yet migrated)." That means the entry failed on an instance that has not yet received the update that stores failure reasons. Newly failed entries on that instance will show a reason once it has been updated.

3. Find a Specific Entry

Use the search boxes in the row directly under the column headings:

Control

Purpose

Email box

Matches any part of the email address.

Phone box

Matches any part of the phone number.

State selector

Pick one or more states. Leave it on the default to see only what is still queued.

Search button

Applies what you typed.

Clear filters button

Resets the search boxes.

You can also sort by any column heading, including Reason.

💡 Tip: Whatever the list is filtered to is also what a clear will act on. Search first, confirm the list shows only the entries you mean, then clear.

4. Clear the Queue

Clearing removes the queued entries so the client can send a fresh batch.

  1. Press Clear Queue. A dialog appears and tells you exactly how many entries will be removed and what the action is scoped to.

  2. Read the number in the dialog. It is counted on the spot, using the same filters the list is showing.

  3. Check the scope sentence — it names the states, and any email or phone search that is active.

  4. Press Remove n entries to confirm, or Cancel to back out.

After confirming you get a message saying how many entries were actually removed, the counters update, and the list shows the queue as empty.

⚠️ Important: Only Pending and Failed entries are ever removed. Processed entries stay, and the subscribers they already created in iCampaign are never touched. If your State filter is set to Processed only, the dialog tells you there is nothing to remove rather than clearing anything.

The button is disabled when there is nothing pending or failed to remove.

5. Check the Record of a Clear

Every clear is recorded. The Recent clear actions panel below the list shows the last ten for the instance you are viewing:

Column

Meaning

When

Date and time of the clear.

Who

The Dazos Admin user who performed it.

Scope

The states it covered, and whether a search was active.

Entries removed

How many entries were actually removed.

The record is kept in the Dazos Admin database, so it survives whatever happens to the client's own data afterwards. A clear that removed nothing leaves no record — there was no action to record.

For privacy, the record notes that an email or phone search was used, but never what was typed into it.

How the Queue Works

Why entries end up here: iCampaign checks the client's plan before creating a subscriber the CRM has sent. If the plan is already at its subscriber limit, the subscriber is parked in this queue as Pending rather than being thrown away.

How entries leave on their own: A scheduled process runs about once a minute. It retries the pending entries; once the plan has room, each one becomes a real subscriber and its state changes to Processed. If creating the subscriber fails, the entry becomes Failed and the error is stored in the Reason column.

Why a number can change while you are looking at it: Because that process keeps running while you use the screen, an entry can move from Pending to Processed between the moment the dialog counts and the moment you confirm. This is normal and safe: the confirmation message reports what was actually removed, which may be fewer than the dialog offered. Nothing that became a subscriber is ever deleted.

Need Help?

If you run into issues:

  1. Check the Recent clear actions panel to confirm whether a clear already ran and what it removed.

  2. Re-select the instance from the dropdown to reload the queue, in case the counters are stale.

  3. Contact Dazos support with the instance name and, for a failed entry, the text of its Reason column, referencing ICD-1558.

Related Resources

Did this answer your question?