Delete a form submission from a contact record, or a contact from a form submission.
SOLVE
We have had a number of confused customers fill out either our "request a demo" or "request a preview" forms on our website. While we can use their lifecycle stage to exclude them from our prospecting workflows, they still show as submissions and are throwing off our conversion rate on the page and I'm worried a list will be pulled of anyone who submitted that form not realizing it might have customers in it.
We need a way to remove someone from a form submission, or remove a form submission from a contact record without deleting the entire form or contact record.
We are excited to announce the Private Beta for the ability to delete form submissions.
Users with appropriate permissions can now delete form submissions. By default the super admins for the HubSpot portal will be granted access to delete form submissions. Any user who needs to delete form submissions should reach to their portal admin to get the necessary permissions.
For the private beta, users can select up to 10 form submissions to delete at a time.
On deleting a form submission, all the relevant analytics data such as Submissions count, Conversion rate etc. will be updated.
All the reporting across HubSpot, for example, Customer journey analytics etc. will be updated to reflect the deleted submissions.
Please note that contacts/companies/tickets created via form submissions will not be deleted. Also, any workflows triggered via a form submission will continue to execute even after the form submission has been deleted .
Why does it matter?
As part of building forms, customers make test submissions to evaluate the form and could be receiving submissions from a bad actor who submits forms with bad data. However, there is no support to delete form submissions and in turn, these test submissions impact the form submissions analytics data. Hence, users struggle with reporting or analyzing form submissions accurately within HubSpot.
As a workaround, users have to manually export the form submissions data out of HubSpot to remove the test submissions or other faulty submissions etc.
This creates additional work for users, defeats the purpose of the reporting capabilities that HubSpot offers and ultimately results in disjointed solutions for marketing teams.
How does it work?
Under the Forms tool, go to your specific form where you have submissions that you would like to delete.
You can see that this form has 3 submissions and the conversion rate is 100%.
Select one or more submissions that you would like to delete. On selecting the submissions, you will see the "Delete" option enabled (if you have the appropriate permissions)
Confirm that you would like to delete the submissions. Please note that once deleted, the submissions can not be retrieved.
On successful deletion, all relevant metrics will be updated.
You can see that the Submissions count and the conversion rate is updated under the Performance tab and also the Analyze page is updated.
Who gets it?
All hubs and tiers
You can enroll into the beta here:
If you're not seeing it yet, you'll either have to reach out to your customer success manager or be patient for a few more days.
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Delete a form submission from a contact record, or a contact from a form submission.
SOLVE
Hi,
I think this has not been fully resolved.
It is true that it is now possible to delete submissions from a form, however, if you do an analysis of the visits and submissions of a landing page, these submissions (even if you have deleted them, both the submissions and the contacts themselves in the CRM) continue to appear in the analytics of the landing pages.
Therefore, it is true that we can delete submissions but the metrics are still wrong, which was possibly the objective of eliminating submissions from the forms, to clean up the metrics.
We are excited to announce the Private Beta for the ability to delete form submissions.
Users with appropriate permissions can now delete form submissions. By default the super admins for the HubSpot portal will be granted access to delete form submissions. Any user who needs to delete form submissions should reach to their portal admin to get the necessary permissions.
For the private beta, users can select up to 10 form submissions to delete at a time.
On deleting a form submission, all the relevant analytics data such as Submissions count, Conversion rate etc. will be updated.
All the reporting across HubSpot, for example, Customer journey analytics etc. will be updated to reflect the deleted submissions.
Please note that contacts/companies/tickets created via form submissions will not be deleted. Also, any workflows triggered via a form submission will continue to execute even after the form submission has been deleted .
Why does it matter?
As part of building forms, customers make test submissions to evaluate the form and could be receiving submissions from a bad actor who submits forms with bad data. However, there is no support to delete form submissions and in turn, these test submissions impact the form submissions analytics data. Hence, users struggle with reporting or analyzing form submissions accurately within HubSpot.
As a workaround, users have to manually export the form submissions data out of HubSpot to remove the test submissions or other faulty submissions etc.
This creates additional work for users, defeats the purpose of the reporting capabilities that HubSpot offers and ultimately results in disjointed solutions for marketing teams.
How does it work?
Under the Forms tool, go to your specific form where you have submissions that you would like to delete.
You can see that this form has 3 submissions and the conversion rate is 100%.
Select one or more submissions that you would like to delete. On selecting the submissions, you will see the "Delete" option enabled (if you have the appropriate permissions)
Confirm that you would like to delete the submissions. Please note that once deleted, the submissions can not be retrieved.
On successful deletion, all relevant metrics will be updated.
You can see that the Submissions count and the conversion rate is updated under the Performance tab and also the Analyze page is updated.
Who gets it?
All hubs and tiers
You can enroll into the beta here:
If you're not seeing it yet, you'll either have to reach out to your customer success manager or be patient for a few more days.
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Delete a form submission from a contact record, or a contact from a form submission.
SOLVE
I agree with this! We did a test run on a form submission and now it shows as a submission, had we known it couldn't be deleted we wouldn't have done it. Is this in the works to be updated?
The product team has updated the status as "Being reviewed", I encourage you to upvote for the idea, this way you will have all the updates regarding this option.
Delete a form submission from a contact record, or a contact from a form submission.
SOLVE
Definitely an upvote here.
With the current settings, if you run tests and fake form subsmissions, you are simply unable to delete them.
I have lost faith in this community since there are valuable ideas with hundreds of upvotes, time passes by and nothing happens. Please do something with your customers' ideas!
You can get status updates to this feature request by subscribing to the existing idea in the Ideas Forum.
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Best,
Kristen
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