Before you start
Things you need to know:
Exit conditions are program-wide rules that automatically remove contacts from a program when they meet specific criteria.
Exit conditions are checked before a contact moves to any node in the program.
You can add up to five custom exit conditions in addition to the two default conditions.
Exit conditions can't be added, edited, or deleted in activated programs. You must deactivate your program first.
What are exit conditions?
Exit conditions automatically remove contacts from a program when they meet specific criteria. When a contact matches an exit condition, they're removed immediately before any actions, delays, or decisions are executed.
For example, if a contact is held in a delay node and matches an exit condition, they're removed before progressing to the next step.
Exit conditions are useful for:
Lead nurturing programs
Exclude contacts once they sign up for an event, fill in a survey, or make a purchase.Re-engagement programs
Exclude contacts who open an email after the program starts.Excluding VIPs
Keep core marketing communications away from your VIP list.
Default exit conditions
There are two default exit conditions that always apply:
The contact reaches an end node.
The contact unsubscribes from your account.
Add an exit condition
Let's say you have a re-engagement program and want to exclude contacts once they click a link in an email campaign.
Go to Automation > Programs and open your program.
Select EXIT CONDITIONS in the top-right corner.
Select Add another.
Select CREATE NEW.
Drag a Clicks rule into the segment builder.
Set the rule to: Email - For any campaign - They have clicked any link.
Select OKAY.
Select APPLY twice.
Select SAVE.
When activated, your program automatically excludes any contacts who meet the exit conditions.
Edit or delete an exit condition
Exit conditions can't be added, edited, or deleted in activated programs. You must deactivate your program first.
Edit an exit condition
Select EXIT CONDITIONS to open the exit conditions menu.
Select the rule you want to edit.
Make your changes in the segment builder.
Select SAVE.
Delete an exit condition
Select EXIT CONDITIONS to open the exit conditions menu.
Select the rule you want to delete.
Select the delete icon (cross).
Select SAVE.
View exit condition statistics
Once your program is activated:
Select EXIT CONDITIONS to view statistics on the number of contacts who have exited the program through each condition.
In the contact activity report, contacts who have exited through a custom exit condition show as Exited on exclusion node under the Program outcome column in the Program activity section.
Remove contacts after they make a purchase
To learn more about removing contacts from the program after they make a purchase, see the Use cases section.