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V3: How to release or unlink a data capture from a group
V3: How to release or unlink a data capture from a group

In order to re-use a data capture, you need to unlink it from its current group.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

A data capture must have a group. It's part of the definition.

If we want to release or unlink a data capture from a group because...

*** we want to re-use the data capture with a different group

*** we want to delete the group but save the data capture for future use

*** any other reason that you don't want the data capture to be deleted

... we need to link the data capture with another, placeholder group.

Let's walk through an example.

Step 1: Begin on your Campaigns page.

Step 2: Find the data capture you wish to work with.

Step 3: Click on Options and choose Edit.

We are going to continue our example with a data capture named Pray with Lisa which is linked to our group, Lisas Group.

Step 4: Click on Create New Group (blue arrows below).

Step 5: Type in a placeholder group name (blue arrow below). DO NOT select an existing group unless you want to transfer this data capture to another group now (black line below). Click on Create Group (brown arrow below).

Step 6: Now your group is no longer linked to this data capture. Now, we need to add a placeholder keyword for this data capture so it can be saved. Click on ADD KEYWORD(S).

Step 7: Since this is just a placeholder, we can set it up with a local number for now. Toggle the button on and type in a placeholder keyword.

Step 8: After typing in your placeholder keyword, press Enter.

Step 9: Scroll down to the bottom of the page and click Save.

Let's check our results...

On the Campaigns page, notice that the data capture Pray with Lisa is now linked to the group Placeholder Group 1 (brown arrow below) with the keyword Placeholder Keyword 1 (blue arrow below), as we did above.

On the Groups and Keywords page, note that Lisas Group is no longer linked to a data capture, i.e., there is no data capture icon (chat bubble) next to Keywords in the Type column. The image below is slightly outdated but we are sure you get the idea.

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