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Stopping Sales Campaigns When a Lead Replies

When a lead replies, choose whether automated follow-up should stop or the lead should move to the next sales stage.

Written by Naomi Sherman

When a lead replies, choose whether automated follow-up should stop or the lead should move to the next sales stage.

Set campaign reply behavior

  1. Open Automations > Manage Campaigns and select the campaign. This area saves live settings.

  2. Find Upon Lead Reply (Email or SMS).

  3. Choose Stop this campaign to stop additional campaign follow-up. To move the lead forward, choose Move to a sales stage and select the stage.

  4. Save and review the result on an appropriate lead.

When editing in Studio

Open the event type's draft and select the campaign. Use the full editor to review its available reply settings. Check Send only if the lead has not replied on individual messages separately. Save, test and review before publishing.

Check after a reply

Inspect the lead's activity, stage and remaining scheduled campaign work. A reply rule belongs to this campaign; it does not mean unrelated workflows stop. Changes to campaign reply handling can also affect leads already using it. Review current work before changing live settings.

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