Segments - How to remove leads from a segment?

You can remove leads from the segment in three ways:

1 - From within the lead

2 - Via automation flow (bulk removal)

3 - When the lead no longer meets the segment filter

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

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

Then access System Data, and delete 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 specify the segment.

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

3 - The third way is through the segment filter.

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

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

So when these leads have the email field populated, they will be removed from the segment automatically.