How can I remove a lead from a flow using the 'Sales Email Was Received' within a campaign? | Community
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Anonymous
April 17, 2014
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How can I remove a lead from a flow using the 'Sales Email Was Received' within a campaign?

  • April 17, 2014
  • 2 replies
  • 1164 views
How can I remove a lead from a flow using the 'Sales Email Was Received' within a campaign? Does anyone know?

Thank you
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Best answer by AlokRa4
Hi Kevin

Try these steps:
 - Create a new custom field for Sales Email.
 - Everytime any lead receives the sales email from ou team, update the value of this custom field to YES.
 - Now in your smart campaign, go to Flow and select "Remove from Flow" as an action.
 - In the pop up for removing the lead, click on Add Choice.
 - From the IF drop down, select Sales Email custom field and add the condition for that.
 - In the next step, you can select the smart campaign from which you want to remove the lead.

Let me know if this works out you.


Regards
Alok

2 replies

Matt_Stone2
Matt_Stone2
Level 9
April 18, 2014
Are you talking about using it as a constraint within a smart campaign flow? Or are you wanting to create a smart campaign that triggers when someone receives a sales email and then something happens?
A
AlokRa4Accepted solution
Level 10
April 18, 2014
Hi Kevin

Try these steps:
 - Create a new custom field for Sales Email.
 - Everytime any lead receives the sales email from ou team, update the value of this custom field to YES.
 - Now in your smart campaign, go to Flow and select "Remove from Flow" as an action.
 - In the pop up for removing the lead, click on Add Choice.
 - From the IF drop down, select Sales Email custom field and add the condition for that.
 - In the next step, you can select the smart campaign from which you want to remove the lead.

Let me know if this works out you.


Regards
Alok
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