Campaign Automation: Remove From List Action

The Remove from List Action is used in Campaign Automations to remove a contact/lead/account in the automation from a static-type marketing list. Actions can be added to the canvas individually, or they can be included within Series. To learn more about series and actions, read this article.

NOTE 1: Removing the participant from the marketing list they may have been originally added to as a starting trigger for the campaign automation does not remove them from the campaign automation.  If you wish to remove the participant from the campaign automation, they will either need to be manually removed or end the campaign automation.

NOTE 2: There is a limitation within Microsoft Dynamics 365/CRM that prevents all off the recipients removed from a Marketing List via the "Remove using Advanced Find" feature from being detected by the relevant plugin. This means that if you use the "Remove using Advanced Find" function to remove multiple Leads or Contacts from a Marketing List, only one of the removed Leads/Contacts will be detected by the relevant Remove from List trigger.

Goals

• Learn how to add a Remove from List Action to a Campaign Automation
• Learn how to set up a Remove from List Action's properties

Add the Action to a Campaign Automation

To add a Remove from List Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.

Action Properties

Once the action has been added to the canvas, click on it and you will see the right panel change to show the properties of this action.

Display Name (required): The display name is entered by default, however you can change the display name to anything you like.

Remove participant from the following list (required): Use the lookup field to select the list you want to remove the lead/contact/account from.

NOTE: Please keep in mind that if you are going to have a combination of leads, contacts, and accounts in the same automation and want to remove leads, contacts, and accounts from a marketing list, you will need to add separate Remove From List actions for each entity type.

Note: A note is an optional field for any details that need to be written about the action.