Overview
Removing a recipient from an active or pending email campaign is done at the record level under the Emails > Campaigns tab. After the campaign finishes, the record will show a Complete status.
How to stop emails
To remove a record from a campaign:
- Go to the record (agent, group, individual, policy) > Emails > Campaigns tab.
- Under the Status column, click the ‘Remove’ button.
- The recipient will be excluded from further campaign action and stop receiving emails from the campaign.
- You're all set!
- The recipient will be removed from the email campaign and any future emails will be stopped.
Note: Depending on which record you’re viewing, the ‘Remove’ button will do different things.
- If you want to remove all of a group’s individuals from a campaign, go to the group record > Emails > Campaigns tab and click remove next to the corresponding campaign.
- If you want to remove all of a group policy’s individuals from a campaign, go to the group policy > Emails > Campaigns tab and click remove next to the corresponding campaign.