Step-By-Step Guide to Deleting an Active Campaign in the Inbound App
Follow these instructions to permanently delete an active campaign from the Inbound app:
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
2. Navigate to the Campaigns Tab:
At the top of the page, select the 'Campaigns' tab.
3. Select the Campaign to Delete:
Locate the campaign you wish to remove from the displayed list. On the far right of the screen, click the red trash can icon associated with your chosen campaign.
4. Confirm Campaign Deletion:
A confirmation notification will appear asking if you intend to permanently delete the campaign. If you're not certain, click 'Cancel'. If you want to proceed with deletion, click 'Delete'.
5. Verify Deletion:
Your campaign and its associated automation will cease.
What Happens to Your Campaign Information?
When deleting an active campaign, bear in mind the following:
Deleting an active campaign from Inbound will also remove all your active leads associated with that campaign. For instance, if you delete the "PhoneSites" campaign, any leads from this campaign will no longer appear under 'My Leads'. It's crucial to save these details to your Customer Relationship Management (CRM) system or elsewhere to prevent loss of this valuable information.
Deleting a lead does not erase generated contacts or deals. If a lead from your campaign has been transferred to your 'Contacts' or 'Deals' applications, these will remain intact.
If you enabled the 'Add to CRM' toggle when setting up your campaign, those leads should already exist in your contacts list. Deleting a campaign doesn't affect your user list in 'Contacts' or 'Deals'.