When cloning a program - option to exclude/include list

When cloning a program - option to exclude/include list

When cloning a program your list is automatically cloned, would be nice to have the option to include or exclude it.

6 Comments
Dan_Stevens_
Level 10 - Champion Alumni

That's one of the first things we do when cloning a program - is delete the list (or more specifically, delete the leads from the list).  The list itself may be necessary as it's referenced within the smart list of the smart campaigns.  The specific leads that come over are not the target audience for us in the cloned program (and there's risk that those leads could be inadvertently included in the cloned programs activation).

Grégoire_Miche2
Level 10

Agreed with Dan, deleting the list is not needed. Usually, if there is a list, it's because it's used somewhere.

Emptying it or not should be the option. The default should be to empty it. If I need a list that is the same for 2 programs, usually I'll use a list from the lead database, not a program list.

-Greg

Anonymous
Not applicable

Greg,

I cloned a drip program, changed all the names, replaced the emails and was unsuccessful in deleting the leads that were in the drip. I tried "Select All", and then delete the leads from the previous drip to import with my own, and received an error message. How do I delete the leads in the cloned list?

Thanks,

Gary

Dan_Stevens_
Level 10 - Champion Alumni

Be careful here, Gary. You don't want to DELETE the leads, but rather REMOVE FROM LIST.  If you opt for the former, you'll be deleting the leads from the database, not just the list.

Anonymous
Not applicable

Thanks Dan. I will attempt to REMOVE FROM LIST.

Gary

kh-lschutte
Community Manager
Status changed to: Open Ideas