Remove Group of Contacts from a Campaign
What Happens When You Remove Contacts?
In ConveYour, there are two ways to remove people from a course/campaign:
Remove a single contact manually.
Remove a group of contacts using an automation.
Important: Removing contacts from a campaign does not delete them from your Master List. They remain in the system unless you permanently delete them.
Removing a Single Contact from a Campaign
Navigate to Main Menu > Campaigns > Your Campaign and go to Contacts.
Search for the contact by last name using the search bar.
Select the contact by clicking the checkmark next to their name.
Click Remove to remove them from the campaign.
Removing a Group of Contacts from a Campaign
Step 1: Create the Group
To remove multiple people efficiently, create a group based on a shared data point. Common use cases include:
Remove contacts from a specific region.
Remove learners who completed the final lesson.
Remove contacts who joined before a certain date.
Remove inactive contacts (e.g., last seen over 365 days ago).
If you can group people together using attributes, it’s faster to create the group first.
Learn more about creating groups here >>
Step 2: Schedule the Automation
Navigate to Main Menu > Automations and select New Automation.
Choose Remove From Campaign and click Create.
Name the automation.
Select the group of contacts to be removed.
Set the schedule for when the removal should occur.
Select the campaign from which they will be removed.
Step 3: Review and Launch
Before launching, double-check the details:
Correct group is selected.
Correct campaign is selected.
Scheduled time and date are correct.
List of contacts matches expectations.
If everything looks correct, click Launch to finalize the automation.
