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I'm very new to Marketing Cloud and I can't figure out how to remove a Lead from a Journey when it is converted.

This Journey only should have Leads in a certain Status. So I set the exit criteria as exit if Status is not equal to "Attempted Contact" OR IsConverted = TRUE.

If I move the Lead Status to any other Status other than the "Attempted Contact", it removes the Lead just fine. The issue is when a Lead is converted.

Technically, when a Lead is converted, the status changes, so the Status condition should be enough, but it doesn't work.

I hope I explained the use case good enough, but let me know if any other details are needed.

Thank you for the help!!

Ernesto

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You would need to create an attribute group where your journey data source DE links to a copy Lead DE with a 1:1 relationship and set the exit criteria using contact data (contact datathe attribute group), then you can put "IsConverted = true" there.

Hence, whenever a Lead is converted, it will be removed from the journey.

References:

Make a copy lead DE: leverage Synchronized data extension and automation to make it up-to-date.

Create an attribute group, so you can use for your exit criteria

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    Thank you so much Duc! I'll try this and let you know how it goes. Jun 29, 2023 at 18:01

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