Lists, Lead Scoring & Workflows

WVine
Member

Deleting contacts by list, but not if they are in multiple lists

SOLVE

Hello
We have a number of redundant lists to remove, along with their contacts.
But some contacts may be in a list we want to keep. 

So how do we make sure that we don't delete a valuable contact, just because they are also in a list we no longer need?
Thanks

William

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deleting contacts by list, but not if they are in multiple lists

SOLVE

Hi @WVine,

 

You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and the contacts. You're just deleting a list.

 

In other words, if you have a list of 100 contacts and you delete the list, the 100 contacts will still be there. You just deleted the list.

 

If you are planning on deleting the contacts (not the lists themselves), I'd recommend creating a deletion list. In this list you would filter for:

  • Contact is a member of [lists containing contacts you want to delete] AND
  • Contact is not a member of [lists containing contacts you want to keep]

The resulting list will contain all contacts you're planning on deleting - but excluding those contacts from lists you want to keep.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deleting contacts by list, but not if they are in multiple lists

SOLVE

Hi @WVine,

 

You can think of lists more as tags - when you delete a list, you're just removing a reference. You're not deleting the list and the contacts. You're just deleting a list.

 

In other words, if you have a list of 100 contacts and you delete the list, the 100 contacts will still be there. You just deleted the list.

 

If you are planning on deleting the contacts (not the lists themselves), I'd recommend creating a deletion list. In this list you would filter for:

  • Contact is a member of [lists containing contacts you want to delete] AND
  • Contact is not a member of [lists containing contacts you want to keep]

The resulting list will contain all contacts you're planning on deleting - but excluding those contacts from lists you want to keep.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
WVine
Member

Deleting contacts by list, but not if they are in multiple lists

SOLVE

Thanks @karstenkoehler . I did get lost down the custom properties rabbit hole on the way, but found my way through after that. 🙂

0 Upvotes