📽️How to Delete Leads from Comment

Leads captured from comments on social media posts do not merge with leads from the WhatsApp source. If these contacts do not make sense for your funnel, you can remove them to keep the database clean and free up space. Follow the step-by-step video or use the instructions below as a checklist.

Tools used

• Segments with filter

• Automation Flows

Check out the step-by-step:

1. Create a Segment that filters only leads from the origin: comment.

Access “Segments” in the Menu.

Set a name, and click the “Filters” tab.

Select the condition “The lead commented on a post (Meta)”, choose the Meta account. Check if the filter is published, and click “Save and Close”.

1. Create an Automation Flow with the action “Delete Lead”

Access “Automation Flows” in the Menu.

Click “+ New”, set a name for the flow, and indicate the previously created segment in the “Segments” field. Click “Open Builder”.

Click the orange dot, and in “Actions” to add the “Delete Lead” action. Click “Apply”

At the end, leave the flow as “Published” to trigger the flow on the indicated segment, and click “Save and Close”.

Attention: after triggering an automation flow, avoid editing it as this may harm the flow's progress.