Removing a Contact from a Funnel

13. May 2014

Sometimes you may need to remove a Contact from a Funnel.  This contact may be in a Funnel where multiple emails are still scheduled to go out, and you wish to stop them from receiving any of them.  

The best way to remove them from the Funnel is to simply remove them from the contact list associated with the Funnel. We always recommend creating (and with a similar name to the Funnel) a new contact list for each Funnel so you can easily maintain the contacts. So in this case, you can follow these simple steps:

1) Login to your account, and access My Contacts from the left navigation

2) Search for the Contact you would like to remove from the Funnel

 

 

3) Find the Contact in the search results and click the pencil to the left to Edit the Contact Record

4) Click on the Contact Lists tab

5) Click on the Contact List that is used for the Funnel to select it and then click the Remove button.

6) Then click Save

The Contact is now removed from the Funnel and will not receive any additional emails in the Funnel. 

Important Note: 

When accessing the Reports and Statistics for the Funnel. Any stats associated with the contact that have been removed will still remain in the Statistics Snapshot. But if you drill down into a stat (i.e. Opens) the contact will not be in the list.

Quick Tip, Sales Funnels & Auto Scheduler, Business Builder , , ,