Segments - How to delete leads from a segment?

You can remove leads from the segment in three ways:

1 - Inside the lead

2 - Via automation flow (bulk removal)

3 - When the lead no longer meets the segment filter

See the step-by-step instructions below for both cases:

1 - In this first case, inside the lead, access the lead that will be removed from the segment, click Edit

Then go to System Data, and remove the segment. Click Save and close.

2 - In this second case, we will remove the lead from the segment through the Automation Flow.

• NOTE: Keep the flow published only if you want to perform this action in bulk. After removing the leads from the segment, deactivate the flow.

Go to Automation Flow

Click +New, add a name, and indicate the segment.

Open the Builder, and add the action “Change the lead segments,” and in Remove from Segments, indicate the segment. Click Apply, then Save and Close.

3 - The third way is through the segment filter.

In this example, we placed leads that do not have an email filled in into a segment.

Enable the option: Remove leads that no longer meet the filter (YES)

Then when these leads have information in the email field, they will be automatically removed from the segment.