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How to remove prospects from Woodpecker?
How to remove prospects from Woodpecker?

If you need to remove prospects, you can do it by either removing some prospects from a campaign or deleting them from the main base.

Weronika Wróblewska avatar
Written by Weronika Wróblewska
Updated over 10 months ago

IN THIS ARTICLE

How to remove prospects from a single campaign?
​How to delete prospects from the main list of Prospects?
​How does Inbox behave when you receive a reply from a deleted prospect?

Cleaning prospects list

How to remove prospects from a single campaign?

Edit your campaign before you proceed.

  1. Select prospects from the list in the Prospects section.

  2. On the top right corner of the prospect list, the trashbin icon will appear – click on it.

  3. Choose to delete prospects from the campaign and confirm your action.

Options for deleting a prospect from a campaign

Mind you, in case a prospect received at least one email in that campaign, you won't be able to remove it from the campaign. However, you will be able to delete that prospect from the main list of Prospects. Learn how and check how it works.

Information screen with "This prospect already got at least one email from you and can't be removed"

How it works

  • Prospects will be completely removed from the campaign if they didn't receive any emails from it.

  • If a prospect receives at least one email before removal, their conversation will be still visible in the campaign, and they will be included in its statistics.

  • If a prospect receives at least one email and is assigned an ACTIVE or NONRESPONSIVE status, Woodpecker will change that status to REMOVED.

  • If a prospect receives at least one email and responds to it (status RESPONDED), sends an autoreply (AUTOREPLIED), unsubscribes, or opts out (OPT-OUT), their status won't change after removal.

  • Deleting prospects from the campaign will not change their current status in the Prospects database.

How to delete prospects from the main list of Prospects?

The process is fairly the same.

  1. Choose Prospects from the top menu.

  2. Select prospects from the list.

  3. On the top right corner of the prospect list, the trashbin icon will appear.

  4. Choose to delete prospects from the campaign and confirm your action.

Picture with steps to delete prospects from the main database

How it works

  • Deleting prospects from the main list of Prospects will completely remove their records from the list.

  • If a prospect receives at least one email before deletion, their conversation will still be visible in a campaign, and they will be included in its statistics.

How does Inbox behave when you receive a reply from a deleted prospect?

If contact is removed from the campaign and you chose an option in Settings → Email Accounts, Woodpecker will download only emails connected with a prospect or a campaign.

If contact is removed from the main list of prospects and you chose an option in Settings → Email Accounts, Woodpecker will download only emails connected with a campaign and will not recognize new emails not connected with a campaign.

In case your prospect clicks the "Unsubscribe" link, their status will be changed to OPT-OUT and tag #UNSUBSCRIBED will be added. Use the same status when someone asks you to be removed from your contact list.

Cleaning prospects list

In order to easily manage prospects that you have not contacted for a long time, there is a function for quick cleaning of the main prospect database.

After clicking on the "Clean your prospects list" option, it will filter out your database by four statuses: Blacklisted, Invalid, Bounced, and Opt-out, and by the Date filter

with prospects contacted over 3 months ago.

After filtered prospects appear, you can choose to remove them all or select only a few.

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