How to Remove Campaigns

If you wish to remove a campaign from one or multiple contacts simultaneously, this article will guide you through the process.

How to remove a campaign from an individual contact

To begin, navigate to any contact profile and locate the Campaigns section as illustrated in the image below.

To proceed, click the delete button. A confirmation prompt will appear to verify your decision. Once you confirm, the campaign will be removed and will no longer be active. If you wish to add the same or a new campaign afterward, please refer to the article dedicated to creating and adding campaigns here.

How to remove a campaign from multiple contacts at once

Remove campaign bulk button locations are:

  • In Recruting:
    • Today page -> New leads section
    • Today page -> Tasks due today 
    • Leads page -> Leads section
  • In Retention:
    • Today page -> Tasks due today 
    • Today page -> Onboarding
    • Today page -> Retention Reminders
    • Team page -> Team section

After selecting the contacts you wish to remove from the campaign, click on the Smart Campaigns button. A drop-down menu will appear, providing you with options to either add or delete a campaign from the selected contacts using the bulk action feature.

Choose the option to Remove from Campaign. Enter the name of the campaign you wish to delete in the provided field. Finally, click Remove to finalize the action.

How to remove a campaign using the campaigns page

If you are uncertain about the number of contacts assigned to a campaign, you can easily check this information. Simply navigate to the campaigns page using the menu on the left, which is available in both the Recruiting and Retention sections. Click on the arrow labeled view subscribers to continue.

This will direct you to an advanced search view with a filter applied specifically for the selected campaign. From there, you can proceed by following the steps outlined for removing campaigns using the bulk action feature.