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MH15
Participant

Columns Not Staying on Export Lists

SOLVE

Hi, so I've edited the columns that I want to pull through on my export, but when I go onto a different report, it hasn't kept those columns, despite ticking the box that says "apply to all my contact lists" - can someone help me understand how I can keep the columns there as I am pulling lots of lists and don't want to have to re-add the columns each time?! Thanks!

1 Accepted solution
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Columns Not Staying on Export Lists

SOLVE

@MH15 ,

 

Why Not?

 

If I start with a list that criteria that looks like this:

 

2024-02-22 - 06-38-21 - Email Test - Lists.png

and set my columns the way i want them.  Then I clone the list and modify the filters like this:

 

2024-02-22 - 06-40-45 - Email Test -cloned- - Lists.png

The new list is using clicks from a differnet email, but the columns are the same.

 

The above was done with active lists.  If they need to be static, you can convert them when you are through cloning.

 

 

- Trevor
If my post solves your problem, please accept it as a solution.

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9 Replies 9
trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Columns Not Staying on Export Lists

SOLVE

Hi @MH15 ,

 

If you're creating multiple lists, the surest way to keep your columns is to start with a clone of the first list, then modify the filters on that clone to build your new list.  You won't have to re-add the columns because you're starting from a list that has them set.

- Trevor
If my post solves your problem, please accept it as a solution.

MH15
Participant

Columns Not Staying on Export Lists

SOLVE

The multiple lists are being created from separate emails that have been sent, so would be creating lists for the clicks/opens etc of those emails which unfortunately means that the cloning aspect wouldn't be effective for this. However, that is really helpful in other ways, appreciate your advice here

0 Upvotes
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Columns Not Staying on Export Lists

SOLVE

@MH15 ,

 

Why Not?

 

If I start with a list that criteria that looks like this:

 

2024-02-22 - 06-38-21 - Email Test - Lists.png

and set my columns the way i want them.  Then I clone the list and modify the filters like this:

 

2024-02-22 - 06-40-45 - Email Test -cloned- - Lists.png

The new list is using clicks from a differnet email, but the columns are the same.

 

The above was done with active lists.  If they need to be static, you can convert them when you are through cloning.

 

 

- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes
MH15
Participant

Columns Not Staying on Export Lists

SOLVE

Hi Trevor,

After discussions with a HubSpot contact, it was noticed that the functionality had been removed, but has now been returned.

Thanks for your comments and assistance though, really appreciate it 🙂

Mark

MH15
Participant

Columns Not Staying on Export Lists

SOLVE

The process for us has been that on the email, we would click Recipients, then Clicked, then Create a New List. After that, in the Lists section, we would then export the list from there with the columns that we require.
The functionality appears to have changed since yesterday, when it worked fine this way, so unless it's something HubSpot has changed, maybe it will mean a change of process on our end to do lists that way!

0 Upvotes
MH15
Participant

Columns Not Staying on Export Lists

SOLVE

Hey @Lucila-Andimol, I am working from inside a list.
So, I have opened the list, followed the process for editing columns etc, but it isn't sticking across all lists. I have to keep selecting the necessary information every time I want to export a list.
The chosen columns are selected in the Contact record, but sadly they just keep changing when trying to export the list itself 😞

Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Columns Not Staying on Export Lists

SOLVE

So maybe take a look at this articles

with steps to follow

to see if you are missing some step

https://knowledge.hubspot.com/lists/how-to-customize-list-columns

and https://knowledge.hubspot.com/import-and-export/export-contact-data

 

Maybe it can be an issue with users permissions if you are not Superadmin?

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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MH15
Participant

Columns Not Staying on Export Lists

SOLVE

So, I'd followed the steps in the first article link you shared, and it changed it for the list I was doing then, but when going to another list, the columns had reset.
This function worked fine yesterday, but appears to have changed overnight sadly.
The other article link isn't beneficial in this case as we export thousands of contact details so can't be doing that process for each one

0 Upvotes
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Columns Not Staying on Export Lists

SOLVE

Hey @MH15 are you working from inside a List

or from the contacts record view?

If you edit the columns from the contact record they will stay

(you can also save the filters as a predetermined view to re-use it quickly)

Screenshot 2024-02-22 at 11.58.32.png

And of course, you can export that data.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Did my post help answer your question? Mark this as a solution.