How to Clear Person Data

Person Data is data that’s specific to each recipient such as their first name, email address, date of birth, or favourite product. 

Person Data is only ever a single value. If there's more than one value, such as a recipient’s recent purchases, then it's classified as One-to-Many data instead.

When working with Person Data, you may need to clear the Person Data field for a single recipient or for a whole Target Group.

When clearing Person Data, you can either:

• Clear all Person Data for a Single Recipient
• Clear Specific Person Data for a Single Recipient
• Clear All Person Data for a Target Group
• Clear specific Person Data for a Target Group

When you clear Person Data for a recipient or Target Group, the Person Data field is not deleted, only the value is.

Clearing Person Data is useful when you have data stored that you no longer have a need for. 

It's important to remember that Staging contains test recipients, while Production contains live recipients. Log into the correct environment before starting to clear data for your recipients.

How to Clear All Person Data for a Single Recipient

1. Open the Data module.
2. Select 'Target Groups' from the left sidebar.
3. Open the 'Target Groups' folder, also from the left sidebar.
4. Navigate to an existing Target Group or create a new Target Group that contains the recipient you want to clear Person Data for.
5. Open the 'Recipients' subsection and click on the recipient.
6. Select 'Clear All Person Data (Except ID)' from the drop-down.
7. A pop-up window will appear. Click 'OK'.

Now, you've deleted all Person Data for the recipient.

A single recipient is highlighted and ready to get all Person Data cleared

How to Clear Specific Person Data for a Single Recipient

1. Open the Data module.
2. Select 'Target Groups' from the left sidebar.
3. Open the 'Target Groups' folder, also from the left sidebar.
4. Navigate to an existing Target Group or create a new Target Group that contains the recipient you want to clear Person Data for.
5. Open the 'Recipients' subsection and click on the recipient.
6. In the toolbox under the 'Recipients' subsection, select the 'Specify data to be cleared' icon. It's the third icon from the right.
7. A pop-up window will appear. Drag and drop Person Data fields to and from the right column to generate the list of Person Data you want to clear.
8. Click the 'Clear' button to clear the specified Person Data for the recipient.
9. A pop-up window will appear. Click 'OK'.

Now, you've deleted the specified Person Data for the recipient.

A single recipient ready to have seven Person Data fields cleared

How to Clear all Person Data for a Target Group

1. Open the Data module.
2. Select 'Target Groups' from the left sidebar.
3. Open the 'Target Groups' folder, also from the left sidebar.
4. Navigate to an existing Target Group or create a new Target Group that contains the recipients you want to clear Person Data for.
5. Click the 'Clear Target Group' icon in the top toolbar.
6. Select 'Clear All Person Data (Except ID)' from the drop-down.
7. A pop-up window will appear. Click 'OK'.

Now, you've deleted all Person Data for the Target Group.

A single Target Group ready to have all Person Data cleared

How to Clear Specific Person Data for a Target Group

1. Open the Data module.
2. Select 'Target Groups' from the left sidebar.
3. Open the 'Target Groups' folder, also from the left sidebar.
4. Navigate to an existing Target Group or create a new Target Group that contains the recipients you want to clear Person Data for.
5. Click the 'Clear Target Group' icon in the top toolbar.
6. Click 'Select Data to be cleared' from the drop-down.
7. A pop-up window will appear. Drag and drop Person Data fields to and from the right column to generate the list of Person Data you want to clear.
8. Click the 'Clear' button to clear the specified Person Data for the Target Group.
9. A pop-up window will appear. Click 'OK'.

Now, you've deleted the specified Person Data for the Target Group.

A single Target Group ready to have 6 Person Data fields cleared

You can also use the REST API to clear data. Read more about the Agillic REST API in our Developer Portal. 

Suggested Next Steps

• How to Create a Person Data Field
• How to Clear One-to-Many Data
• How to Clear Activity Data
• How to Clear Global Data
• How to Clear Global Data Table Fields
• How to Delete One or Multiple Recipients