How to remove a converted lead in Salesforce from the flow of an active campaign? | Community
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A
Anonymous
January 6, 2015
Question

How to remove a converted lead in Salesforce from the flow of an active campaign?

  • January 6, 2015
  • 3 replies
  • 1131 views
I have a campaign running through a span of 30 days but I want to make sure prior to sending each email, I'm removing any leads that were converted in Salesforce.

What's the best way to go about this?

I'm currently using the Remove from Flow action and I have -

Choice 1
If: Lead was Converted - is not empty
Campaign: this campaign
Defaul choice
Campaign: this campaign
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3 replies

Josh_Hill13
Josh_Hill13
Level 10
January 6, 2015
Is this a campaign or an Engagement?

A better way would be to have a sister campaign listening for Lead Is Converted Assigned to IS NOT EMPTY, then Remove from "Campaign X". This will take the lead out immediately and you don't have to waste processor time inside the campaign (besides this being error prone).
A
Anonymous
January 6, 2015
This is a campaign.

Just to confirm- I'm setting up another smart campagin.

Under Smart List: Lead is Converted - Assign to: is not empty
Under Flow: Remove from Flow - Campaign is X

Right? 
Josh_Hill13
Josh_Hill13
Level 10
January 6, 2015
Yes, that should work.

Smart List - this is a trigger. Be sure to use a filter(s) to constrain this to just the type of leads you want to remove.
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