Stopping Sierra Interactive Campaigns

This applies to both Drip & Action Plans

Stopping campaigns to a lead is easy:

  1. Go to the lead in the Sierra backend
  2. In the bottom left corner go to the COMMUNICATION PREFERENCES V section (2nd from bottom) - See the screenshot below
  3. If the box isn't open, click on the V symbol, and the options will be displayed
  4. Slide the tabs to the left for the top two choices
    1. Marketing Emails (the i symbol to the right will display details on what this does)
    2. Text Messages (the i symbol to the right will display details on what this does)
    3. If you want to stop E-Alerts/Market Updates and Property Notifications, the next two tabs will do this. But we generally keep these running unless we know they do not want any communications at all. If that is the case, we'd probably also mark the lead JUNK
Stopping Sierra Campaigns