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?
Solved
Removing participants from program in JO if they are opted-out mid-way
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
Yes, through the use of calculated fields. See the instructions provided here: https://community.gainsight.com/conversations/advanced-outreach-dropping-campaign-recipients-timely-5bc73e0fe4b04588aaf86268
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.
Thank you! This is so helpful.
+2Diane is such an MVP!! :)
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.