How To Delete Families and Their Data

This article provides a step-by-step guide to deleting families and their associated data in Enrollio. It explains how the feature works, its implications, and best practices for maintaining clean data and troubleshooting common issues. Whether you're removing outdated records or fulfilling regulatory data requests, this guide covers everything you need to know.

BEFORE DELETING A FAMILY:
Once a family is deleted, all associated data—including conversations, notes, tasks, and activity history—is permanently lost. Restoring a deleted family will not recover this associated data. Back up any important information before proceeding.

Important Information When Deleting Families

  • Only Admins can delete families to ensure data security and prevent accidental deletion.
  • Deleted families can be restored within 60 days (two months).
  • Associated data, such as conversations, notes, and tasks, may also be deleted based on system settings.

Best Practices

Double-Check Before Deletion: Ensure you've selected the correct families to avoid accidental data loss.

Backup Important Data: Export families to a CSV file before deletion for record-keeping.

Regular Maintenance: Review and clean your family list periodically to maintain data hygiene.

Assign Permissions Wisely: Restrict deletion capabilities to Admins or trusted team members only.

Manual Deletion of Families

Step 1: Open the Families Page
Navigate to the Families section in your Enrollio dashboard.

[SCREENSHOT: Enrollio dashboard with Families menu item highlighted in left navigation]

Step 2: Select Families
You can select families in two ways:

  • Click the checkbox in the header to select all families on the current page (or all families in your CRM)
  • Click the checkbox next to individual family names to select specific records
[SCREENSHOT: Families list view showing checkboxes next to family names and header checkbox]

Step 3: Delete Families
Click the Delete button (trash can icon) at the top of the family list.

Pro Tip: If you're using a Smart List view and don't see the trash can icon, make sure you've selected one or more families first. The delete icon only appears after selection. If it still doesn't show, you may not have the required admin permissions—contact your account administrator to confirm.
[SCREENSHOT: Family list with families selected and Delete button visible at top]

Step 4: Confirm Deletion
Type DELETE in the confirmation text box to confirm the deletion.

[SCREENSHOT: Deletion confirmation modal with text input field requiring "DELETE" to be typed]

Step 5: Monitor Progress
Monitor the deletion status on the Bulk Actions page.

Restoring Deleted Families

If you accidentally deleted a family, you can restore it within 60 days (two months).

IMPORTANT: Restoring a deleted family will NOT restore the associated data for that family, including conversations, notes, and tasks. Back up any important information before proceeding with deletion.

Step 1: Navigate to Families > Restore.

Step 2: Select the family or families to restore.

Step 3: Click Restore to bring the family back into your active list.

Step 4: Confirm the selection to complete the restoration.

[SCREENSHOT: Restore deleted families interface showing list of deleted families with restore checkboxes]

Automating Family Deletion Using Automations

Enrollio allows you to automate family deletion using automations. This is useful for removing unsubscribed, inactive, or invalid records.

Step 1: Go to Automations and create a new automation.

Step 2: Include the Delete Family action in your automation to remove records automatically.

Step 3: Configure triggers, such as a specific tag (e.g., "Unsubscribed" or "No Longer Interested").

Step 4: Test and activate the automation.

[SCREENSHOT: Automation builder showing Delete Family action with tag-based trigger]
Pro Tip: Before automating deletions, test your automation with a small group to ensure it's working as expected. You don't want to accidentally delete active families!

Frequently Asked Questions

Q: Does deleting a family remove them from all campaigns?
Yes, deleted families are removed from all campaigns, automations, and lists.

Q: Will deleting families affect my reports?
Deleting families may impact historical campaign metrics or email deliverability statistics.

Q: Can I delete multiple families at once?
Yes, you can bulk delete families by selecting multiple entries in the family list.

Q: How do I ensure only Admins can delete families?
Review and update user roles and permissions in Settings > Staff.

Q: Why can't I delete a family?
You may not have Admin permissions—contact your account administrator for access. The family may also be part of an active campaign or automation. Remove them from the campaign or automation before attempting deletion.

Q: What happens to associated data?
Associated data, such as notes, conversations, and tasks, will also be deleted. Review the Bulk Actions page for detailed status.

Q: Can I recover deleted families?
Yes, within 60 days. Beyond that period, the data is permanently removed.

Related Articles

  • Automation Actions - Delete Family
  • How to Set Up Delete Family Action
  • Step-by-Step Guide: Restoring Deleted Families
  • Managing Smart Lists
  • Exporting Family Data