Auto Remove Leads from Campaign

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:

Create a 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

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

Remove from Campaign Action

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

Activate the Rule

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

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.

See the Configuration in Action

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