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Automatically remove leads from a campaign

In this article we will explore how we can remove leads automatically to a created campaign. This is useful for situations when you want to automatically remove a lead from campaign basis change in lead state, attributes or some other information.

Usecase​

Lets say you have created a "Drip" campaign and you want to remove a lead from this campaign whenever the lead state changes to "CONVERTED". Follow the steps below

Create a new Lifecycle Rule​

  • Go to Lead Lifecycle Rules [Admin > Lead > Lifecycle Rules]
  • Lifecycle Rules are automations linked to the lifecycle of a lead
  • Choose the "Process Updation" tab
  • This tab lists Lifecycle Rules linked to "lead update" event
  • Click Add
  • This will open a modal to create a new rule
  • Under "Name" please enter "Remove from Callback Campaign"
  • Ensure "Is Action V2" toggle is set to "Yes"
  • Under "Action Type" choose "Remove from campaign"
  • This will create a new Lifecycle Rule and take you the the rule's detail page

Configure the event conditions​

  • Click the edit (pencil icon) button from the top right of the first node named "Triggering Event"
  • This opens a configuration panel for the same
  • Click "Add Rule" under "When the following extra conditions are met"
  • Click "Select Field" and select the lead field state (Process) from the dropdown
  • You should be able to see the operator and RHS fields for this condition
  • Under operator the equality == operator would be automatically selected. Instead select Has changed to
  • In the RHS (Select Value) field, select the state CONVERTED
  • Click the Done button from the top right corner
  • This will close the configuration panel
  • Then click Save from the top right corner

Configure the action​

  • Click the edit (pencil icon) button from the top right of the first node named "Take Action"
  • Select Object Type as "Procedure"
  • Under Procedure, select "Lead"
  • Under Campaign, select the created callback campaign. (if you have not created a campaign earlier, you can save the Rule in this step. create a campaign and come back to this step later)
  • Click Save button
  • Click Cancel button to dismiss the configuration panel
  • Then click Save from the top right corner

Activate the rule​

  • Set the toggle next to the save button to Active
  • Then click Save from the top right corner

That's it! now whenever a lead changes its state to CALLBACK, it will be removed from the callback campaign.

You can add more rules like this to automatically remove leads from camapign once certain conditions have been met

If configured correctly, your newly created Lifecycle rule should look something like this Lifecycle Rule - Remove from campaign