Applicable plans
Sprout Blossom Garden Estate Forest


The entry and exit of leads or contact to a campaign can be defined using entry or exit conditions.


Article Navigation:

- What are entry conditions? How do they work?
- What are exit conditions? How does a lead or contact exit a campaign?

- Adding Leads/Contacts manually

- Adding Leads/Contacts in bulk


  • What are entry conditions? How do they work?
    Users can define when a lead or contact will subscribe to a campaign by setting entry conditions. These conditions are based on lead or  contact property. Whenever these conditions are fulfilled, a lead or contact will be automatically added to the campaign.


    Note: A maximum of 8 entry conditions can be set. They can be based on “AND” or “OR” filters.


    Leads and contacts can also be manually added to a campaign by clicking on the  button.  


    Additionally, a selected group of leads can also be added to a campaign through bulk actions updates.

  • What are exit conditions? How does a lead or contact exit a campaign?
    Leads and contacts can be programmed to exit a campaign based on their lead properties or the campaign flow.

    A lead or contact will exit the campaign by default under these scenarios:
    - If all the steps are completed
    - If the lead unsubscribes by clicking on the Unsubscribe link (Do not disturb field is checked)
    - If the emails bounced (Email status is not active).

    However, users can also define custom exit conditions based on lead/contact property. Whenever these conditions are fulfilled, the lead or contact will exit the campaign automatically.

    A condition that is most commonly used is that whenever a lead or contact replies to any of the emails of sales campaign, the lead/contact exits the campaign. To use this as an exit condition set Last contacted mode = Is replied.


    Note: A total of 8 exit conditions can be set. They can be based on “AND” or “OR”


    Additionally, users can also select Leads or Contacts individually or in bulk and remove them from a campaign.


  • Adding leads/contacts individually:
    Leads and contacts can also be manually added to a campaign by clicking on the  button.  



  • Adding leads/contacts in bulk:
    Additionally, a selected group of leads can also be added to a campaign through bulk actions updates.