Quick How To's

How to Schedule Removing Contacts from a Campaign

This walkthrough answers the questions: How do I schedule removing people from a campaign? How do I automate removing contacts from a course? Where do I set up an automation that removes people from a campaign?

How to Schedule Removing Contacts from a Campaign

Step-by-Step Walkthrough

  1. Navigate to the Automations page.

  2. In the top right corner, select "New Automation."

  3. Select the "Create" button on the "Remove from Campaign" card.

  4. (Optional) If you want to learn how this works, select the question mark at the top of the page next to "Remove from Campaign" and watch the overview video.

  5. Pick your group.

  6. Select when your automation will start and how the automation will run.

  7. Pick the campaign you want to remove people from.

  8. Once everything is selected, click "Review" in the top right corner.

    You'll see a list of people who will be affected under "Contacts Affected" and the details in the center of the screen under "Remove from Campaign."

  9. Once everything is confirmed, select "Launch" in the top right corner.

  10. You'll see any live or drafted automation on the automations page.

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