Moving contacts through a program or campaign
In most cases, once you set up your program or 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 a step:
In the campaign canvas or program canvas, double-click the number of contacts on a decision or action step.
The step members report opens.
- 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.