To streamline your email workflows, you can set up rules in your LearnyMail settings to automatically execute actions based on specific triggers and conditions. In this article, we’ll explain how to set a rule to automatically remove contacts from one sequence when they are added to another. For example, you might want to remove contacts from a Leads sequence once they are added to a Customers sequence.
Setting Up the Rule
1. Access Rule Setup
Option 1:
Navigate to Marketing → Emails → Settings tab → Rules sub-tab → click Add rule.
Note: This method is recommended if your rule involves triggers or actions related to multiple sequences.Option 2:
Go to Marketing → Emails → Sequences tab → select the desired sequence → open the Rules tab → click Create rule.
2. Create and Name Your Rule
Name your rule (optional: add a description to clarify its purpose).
3. Set Trigger
A contact is added to the sequence → Customers sequence.
4. Set Action
Remove contact from sequence → Leads sequence.
With this rule enabled, contacts will be automatically removed from the Leads sequence whenever they’re added to the Customers sequence—helping you keep your communications targeted and relevant.