Bulk Remove Entities from a Campaign

*Only Admins have access to this feature.

Admin users have the ability to remove entities from a Campaign via upload. This process allows you to remove the entities from a specific Campaign without deleting them or the data associated with them from the instance. (Learn more about deleting records at Delete Entity Uploads.) If the entity appears in a different Campaign, their record will still be visible in the interface. If the entity does not appear in another Campaign, you can still find them on the Entities table in the SQL mirror. 

To remove entities you will need the Action Builder ID for the entity in the CSV file you will upload. An example file looks like this: 
 

1. Click Uploads in the Admin Menu on the left. 

2. Click New Upload button

3. Click Remove from Campaign tab

4. Select your file in the Browse for a File section. Then choose the Campaign and map the column on your spreadsheet where the Action Builder ID is stored.

5. A pop up window will prompt you to confirm the removal of your entities. Type the number to verify, then the Remove # Entities button will become clickable.

6. A confirmation message will appear at the bottom of the screen. Follow the progress of your entity removal upload on the Removal History list.