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🚫 Automatically Remove Leads from a Campaign Based on State Changes

You can automatically remove leads from a campaign when certain conditions are met—like a change in the lead’s state or other key attributes. This is especially useful for keeping your campaigns targeted and relevant.

📌 Use Case​

Let’s say you have a "Drip" campaign, and you want any lead to be removed from this campaign once their state changes to CONVERTED. Here's how to configure this using a Lifecycle Rule:

⚙️ Step 1: Create a New Lifecycle Rule​

  1. Navigate to Admin > Lead > Lifecycle Rules
  2. Go to the Process Updation tab (for lead update events)
  3. Click Add to create a new rule
  4. In the modal:
    • Enter the name: "Remove from Drip Campaign"
    • Toggle Is Action V2 to Yes
    • Select Action Type as Remove from campaign
  5. Click Create to proceed to the rule detail page

🎯 Step 2: Define Trigger Conditions​

  1. Click the ✏️ (edit) icon on the "Triggering Event" node
  2. In the configuration panel:
    • Click Add Rule under “When the following extra conditions are met”
    • Select the field: state (Process)
    • Change the operator to Has changed to
    • Set the value to CONVERTED
  3. Click Done
  4. Click Save in the top-right corner

🛠️ Step 3: Set the Action to Remove from Campaign​

  1. Click the ✏️ (edit) icon on the "Take Action" node
  2. Configure the following:
    • Object Type: Procedure
    • Procedure: Lead
    • Campaign: Select the campaign (e.g., Drip Campaign)
  3. Click Save, then Cancel to close the panel
  4. Click Save in the top-right corner

🚀 Step 4: Activate the Rule​

  • Toggle the rule to Active
  • Click Save again to apply the changes

✅ That’s it!​

Now, whenever a lead’s state updates to CONVERTED, they will be automatically removed from the Drip Campaign. This ensures your campaigns stay focused on the right leads at the right time.

👇 Visual Reference​

Here’s what the Lifecycle Rule should look like once configured:

Lifecycle Rule - Remove from campaign