How to remove a recipient from an email campaign in AMS+

This article explains how to remove a recipient from an active or pending email campaign so they no longer receive emails from that campaign.

Requirements

• To stop emails for Agent Records:
  • You must be logged into AMS+ as an Agency User.
  • You must be assigned to a Security Group with the Agent Visible and Edit permissions.
    • In addition, you may need access to Agent Records assigned to your Accessible Agent.
• To stop emails for Group Records:
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to a Security Group with the Group Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Group Records assigned to your Accessible Agent, and optionally unassigned records.
• To stop emails for Individual Records:
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to a Security Group with the Individual Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
• To stop emails for Policy Records:
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to a Security Group with the Policy Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Policy Records assigned to your Accessible Agent, and optionally unassigned records.

Remove a recipient from a campaign

Go to the applicable record (Agent Record, Group Record, Individual Record, or Policy Record), and select the Emails > Campaigns tab.

In the Status column, select the Remove button.

This removes the recipient from the campaign. The recipient will also not receive any further emails from that campaign.

How removing a recipient differs by record type

Note: Depending on which record you’re viewing, the Remove button will do different things.

• If you want to remove all of a Group Record’s associated Individual Records from a campaign, go to the Group Record’s Emails > Campaigns tab and select the Remove button next to the corresponding campaign.
  

• If you want to remove all of a Group Policy’s associated Individual Records from a campaign, go to the Group Policy’s Emails > Campaigns tab and select the Remove button next to the corresponding campaign.