How do I Delete Contacts in a Group and Keep Their Data?

How do I Delete Contacts in a Group and Keep Their Data?

As part of managing your contacts and contacts groups within your account, you may wish to delete existing contacts but these contacts have a history of messages,conversations and data.

Depending on your own engagement plan and process, you may wish to store this data offline after deleting the said contacts from the Echo Mobile platform. You can perform data extraction of contact's data by generating various reports available within the platform.

It is important to note that once a contact is deleted from the Echo Mobile platform, all their related data will be deleted from their platform


What Data Can I Export that is Tied to Contacts?

Export Contacts from Groups

You can export out your existing contact database by choosing to include the desired contact details(standard fields, custom fields, labels e.t.c) which will be generated to an excel file for further analysis.

Export Survey/Quiz Response Results and Notice Send Reports

Survey and Quiz responses and results from contacts in Echo Mobile are analysed and stored in real time. In this export, you choose to include the desired contact details(standard fields, custom fields, labels e.t.c) which will be generated to an excel file for further analysis. Once the notice has been sent out to contacts, a notice send report can be exported from the platform in an Excel Sheet format (.xls , .xlsx)

Export Group Inbox Messages

Each group has an inbox where messages from the respondents are stored. This would be a group specific export that you filter and generate by date.

Export out Message Logs

You can choose to export out all incoming and outgoing messages from your organization's account. This would be a system-wide export that you filter and generate by date.




    • Related Articles

    • Delete a Group

      In managing and organizing your contact group, you can only delete  existing groups on your organization's account. It is important to note that ONLY a group that does not contain any contacts can be deleted. Want to delete contacts in a group? Click ...

    • Uploading Contacts into a Group

      If you have an list of contacts from your organization tools such as CRM or company records, you can upload the data using an excel document (.xls/.xlsx) so as to populate your groups with the contact data. To upload respondents from an existing ...

    • Assign Contact Groups Permissions to a Role

      Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Projects and Products ...

    • View and Search Contacts

      Under the Contact List in a Group, there are several options to view and filter contacts as you communicate and engage with your contact database. Searching for a Contact You can search for a contact by the data captured e.g. Name, Number, Location, ...

    • Contact Global Actions

      You can perform various global actions on your contact list such as expiring all active invites, deleting contacts, *sending communications, edit labels and change group Expire Active Invites Contacts who have been invited to a survey/quiz or ...