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A
Anonymous
November 20, 2015
New

When cloning a program - option to exclude/include list

  • November 20, 2015
  • 3 replies
  • 1868 views

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

    3 replies

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    November 20, 2015

    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
      Grégoire_Miche2
      Level 10
      November 21, 2015

      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

      A
      Anonymous
      December 16, 2015

      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

      A
      Anonymous
      December 16, 2015

      Thanks Dan. I will attempt to REMOVE FROM LIST.

      Gary

      K
      kh-lschutte
      February 6, 2020
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