Moving contacts through a program or campaign

In most cases, once you set up your program or multi-step campaign, you will let contacts flow automatically through the workflow. However, you can manually move contacts through a decision or action step or remove them from the campaign or program all together.

To move contacts through or remove contacts from a step:

  1. In the campaign canvas or program canvas, double-click the number of contacts on a decision or action step.

    An image of a step with a contact count. The image is highlighting where to double-click to see the step members report.

    The step members report opens.

    An image of the Step Members report. Contacts in the step are listed individually.

  2. Choose an option:
    • To move a contact to another step, select the contacts in the report, then click Move. Choose the new step and click Move Members.
    • To remove a contact from the campaign or program, select the contacts, then click Remove.

Removing contacts from a simple campaign

You can remove contacts from a simple campaign if the contact was excluded from the email send.

  1. Open the simple campaign. The campaign must be active or completed.

  2. Open the View participants report:

    • In the classic UI, click View Participants link under the segment name.

    • In the Redwood experience, click Actions > View participants.

  3. On the Excluded tab, select the contacts you want to remove and click Remove. If you want to remove all the excluded contacts, click Remove All.

Learn more

Tracking segment members in campaigns or programs

Campaign reporting and metrics

Operational reports for programs