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?
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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.
Diane is such an MVP!! :)
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