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3 messages to Claude and 1 button

How to remove a lead from a campaign

An existing customer, a supplier, a competitor, or someone who asked you to stop. Claude can take a lead out of one campaign for you. Your portal has a Remove button that takes them off every campaign for good. Both are below, with the difference at the end.

Before you start

Step 1 of 5

1

Check which campaigns this lead is in

See where they sit before you change anything.

Message 1
Check this lead for me: [their email address, for example lee@ectrading.com] Which campaigns are still sending to them, and when is their next email? Leave out the campaigns that already finished.
What you should see

The campaigns still sending to this lead, and when their next email goes out.

Step 2 of 5

2

Ask Claude to take them out of the campaign

Name the lead and the campaign. Claude does the rest.

Message 2
Take [their email address, for example lee@ectrading.com] out of the campaign [the campaign name]. Tell me when it is done, and whether they are still in any other campaign.
What you should see

Claude confirms the lead is out of that campaign, and names any other campaign they are still in.

Step 3 of 5

3

Find the lead in your portal

All your leads live in the portal. Open the list and search for this person.

  1. Open My leads in your portal.
  2. Stay on the Everyone tab. It holds every lead you have.
  3. Type their email address or their company name in the box, then click Search.
  4. Click the person to open their record.
A sample My leads page with numbered pins on the Everyone tab, the search box and the person found.
  1. Everyone every lead you have. Search from here, not from the other tabs.
  2. Search type their email address or company name, then click Search.
  3. The person click their name to open their record.
What you should see

Their record open on screen, with their company, their emails and the campaign they are in.

Step 4 of 5

4

Remove them from your campaigns

One button on their record. It takes them out of every campaign at once, now and in future.

  1. Click the red Remove button at the top of the record, next to Edit.
  2. Confirm when it asks.
  3. Open the Removed tab to check they are there.
A sample lead record with numbered pins on the red Remove button and the In campaign card.
  1. Remove takes this lead out of every campaign and off your outreach for good.
  2. In campaign which campaign they are in now, and when their next email was going out.
What you should see

The lead under the Removed tab, and no next email on their record.

Step 5 of 5

5

A whole list at once

Many companies to take out? Let Claude find them for you first.

Message 3
Here are companies we should not be emailing. Check which of them are in campaigns that are still sending, and list the people you find. [paste your companies, one per line]
What you should see

A short list of the people still being emailed, so you know who to take out.

Two different jobs. Ask Claude and only that one campaign stops, so a later campaign can still reach the lead. Click Remove in your portal and the lead is off every campaign, now and in future. Someone who clicked unsubscribe is already stopped, nothing for you to do.

Stuck? Send us a screenshot on WhatsApp.