Deleting Contacts

AdvocateHub admins will now be able to delete a member or contact from the hub, removing all associated data and anonymizing discussion contributions. When a Contact (member or nominee) is deleted, all of their data is removed; including challenge responses, profile fields, activity feed, leaderboard, reporting, referrals, profile info any acts of advocacy.

Any discussion post that was posted by the deleted users will still appear in the Discussions topic. However, the username will be anonymized. Here's an example:

You can manually delete the Discussions post by clicking the trash can icon on the Discussions post

How to delete contacts

You can now find a Delete option on member profiles, on the Invite List, and on the slide-out profile that appears when clicking on a member in the Advocates list.

Member profiles

1. In the Admin view > Members > Advocates Tab > Search for the user to delete > Click on their name and click See full profile.
2. Inside the full profile, click on the pencil icon > Select Delete Member.
3. You will then get a confirmation pop-up to confirm the deletion. Select Yes, delete Member.
4. The deletion process will commence and once done, you can check your Notification center bell icon to see the progress and completion of the deletion task.

   

Advocates Tab

1. In the Admin view > Members > Advocates Tab > Search for the user to delete
2. Click on the three dots next to the user's name > Choose Delete Member
3. Alternatively, click on the user's name, on the right-hand side profile slide out, click Actions > Delete Member
4. You will then get a confirmation pop-up to confirm the deletion. Select Yes, delete Member to proceed.
5. The deletion process will commence and once done, you can check your Notification center bell icon to see the progress and completion of the deletion task.

Delete in bulk

1. To delete in bulk, head over to the Members Tab > Advocates Tab
2. Mark the boxes next to the names of the users to delete
3. Once done, click on the Actions button > Select Delete Members
4. If more than one user is being deleted, you will need to type in DELETE in order to confirm the deletion. Please note that once deleted, the contact cannot be retrieved anymore.

   

Invite List

Administrators can also delete Not joined users or Nominees from the Invite List. Here's how to do this:

1. In the Admin view > Go to Members > Invite List
2. Click on the name of the user to delete and it will open a new tab to show the full profile of the user
3. Once opened, click on the pencil icon and select Delete Member
   

   

Delete in bulk

1. To delete multiple users from the Invite List in bulk, head over to Admin view > Members > Invite List
2. Mark the checkboxes next to the names of users to delete
3. Once you're ready to delete, click on the delete button

   

Deleting vs Disabling

When should I use Lock accounts? 

1. When a real contributing member of your program is no longer engaging, no longer a customer, or for some reason is no longer valid for your program.
2. When you want to block a specific user/email address from logging in
3. For a Contact or Member that may need to be re-enabled in the future
4. When you want to limit a user from further participation but keep their contributions recorded in the Hub.

When should I use Delete members?

1. Test accounts created for you or your team-mates
2. Real members who request their data be deleted
3. Invited Contacts who did not Join that need to be cleaned up
4. When you are content to remove all contributed content by the user
5. Badvocates who are spamming content that needs to be removed. *Please note that once deleted, they will be able to re-join the Hub with the same email address via join code or open sign up.

FAQ

Is there a limit of how many deletions can be made?

No, there is no limit of how many deletions can be done. However, the higher the number, the longer it takes to complete the deletion task. If you are planning to delete more than 10,000 contacts, please contact support@influitive.com.

Who can delete users from the Hub?

A corporate user must have the Manage Users Permission to delete a user. By Default the Administrator Role has this permission.

Since deleted account's discussion post will be anonymized, can I still search their past post in Discussions?

Yes, it will be under an anonymous user name but you can still search the post and delete as necessary.

I've deleted the Hub users but they are re-added back to the Invite list! What happened here?

Do you have a Salesforce integration enable? If so, please consult with this article: Deleted contacts are re-added to the Invited List.