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elisa_pelegrina
elisa_pelegrina
Helper ⭐️
February 21, 2019
Solved

Removing participants from program in JO if they are opted-out mid-way

  • February 21, 2019
  • 4 replies
  • 165 views
Hi -

We are running a few programs that send 60 day, 30 day, and day of reminder to a sub-set of clients as they approach their renewal dates. Through this program we have developed a field in Salesforce that opts clients out of entering this program, but they can also be opted out at any point in their journey.

My question is, how do I remove clients that are being opted-out of the program (JO) after they have already entered it. Is this possible?

Best answer by diane_morneau
Yes, through the use of calculated fields. See the instructions provided here: https://community.gainsight.com/conversations/advanced-outreach-dropping-campaign-recipients-timely-5bc73e0fe4b04588aaf86268

4 replies

diane_morneau
diane_morneauAnswer
Helper ⭐️⭐️⭐️
February 21, 2019
Yes, through the use of calculated fields. See the instructions provided here: https://community.gainsight.com/conversations/advanced-outreach-dropping-campaign-recipients-timely-5bc73e0fe4b04588aaf86268

    tim_schukar
    tim_schukar
    Helper ⭐️⭐️⭐️
    February 21, 2019
    If this is one-off enough, you can also go into the participants list and hit the trash-can icon next to their name to get them "knocked off" the journey.

      elisa_pelegrina
      elisa_pelegrinaAuthor
      Helper ⭐️
      February 21, 2019
      Thank you! This is so helpful.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      February 21, 2019
      Diane is such an MVP!! :)

      VP of Customer Success at Forcepoint
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