Review Bounced Contacts

# Review Bounced Contacts

A weekly manual review process for contacts flagged with 3+ bounces. The bounce monitoring workflow auto-suppresses these contacts, but a human should decide whether to permanently delete or attempt recovery.

## Prerequisites

- Bounce monitoring workflow active (run `/bounce-monitoring-workflow` first)
- `email_health_flag` custom property exists on contacts
- HubSpot API token in `.env` (for scripted pre-filtering)

## Step-by-Step Instructions

### Stage 1: Before — Pull the Review List

Use the HubSpot API to search for contacts where `email_health_flag` is set:

```python
from hubspot import HubSpot
from hubspot.crm.contacts import PublicObjectSearchRequest

api_client = HubSpot(access_token=os.getenv("HUBSPOT_API_TOKEN"))

search = PublicObjectSearchRequest(
    filter_groups=[{
        "filters": [{
            "propertyName": "email_health_flag",
            "operator": "EQ",
            "value": "true"
        }]
    }],
    properties=["email", "firstname", "lastname", "company",
                "hs_email_bounce", "hs_email_hard_bounce_reason_enum",
                "lifecyclestage", "hubspot_owner_id"]
)

results = api_client.crm.contacts.search_api.do_search(search)
```

Export results to a CSV for review.

### Stage 2: Execute — Review Each Contact

For each flagged contact, check:

1. **Is the email domain active?** Run a quick MX record lookup or visit the domain.
2. **Is this a known customer or high-value contact?** Check lifecycle stage and deal history.
3. **What is the bounce reason?** Hard bounce (invalid mailbox) vs. soft bounce (mailbox full, temporary error).

**Decision matrix:**

| Domain active? | High value? | Bounce type | Action |
|---------------|-------------|-------------|--------|
| No | Any | Any | Delete |
| Yes | No | Hard | Delete |
| Yes | No | Soft | Keep suppressed, recheck next quarter |
| Yes | Yes | Hard | Attempt to find updated email |
| Yes | Yes | Soft | Keep suppressed, monitor |

### Stage 3: After — Execute Decisions

1. **Delete** contacts marked for deletion via the HubSpot UI or API batch delete.
2. **Clear** the `email_health_flag` on all reviewed contacts.
3. Log the review results (deleted count, kept count, recovery attempts) for the quarterly report.

### Stage 4: Rollback

- Deleted contacts can be restored from HubSpot's recycling bin within 90 days.
- Contacts kept as suppressed can be restored to marketing status via a workflow or manual update in the UI.

## Frequency

Run weekly, ideally Monday morning. Should take 5-15 minutes depending on volume. If volume exceeds 50 contacts per week, investigate the root cause (bad list source, form spam, etc.).