Workflows help you keep your processes running smoothly and your contacts engaged. Sometimes, though, you'll want to remove a contact from a particular workflow. The Remove From Workflow action lets you do exactly that, giving you more control over contact management and keeping your processes organised.
###
How It Works
Inside the workflow builder, click the plus sign icon to add an action.
Select the Remove From Workflow action then open the drop-down menu; you'll have several options here.
Current Workflow
Selecting this option will exclude contacts from the workflow you are currently editing.
Another Workflow
With another workflow, you can remove contacts from specific workflows of your choice among all the available ones in your CRM.
To add the workflows, click on the drop-down menu and select the workflows you'd like to remove the contact from.
All Workflows Except Current Workflow
This option will remove the contact from all workflows they are active on, except for the workflow in which the action was included and triggered.
All Workflows
This option will remove the contact from all workflows they are active on, including the workflow in which the action was included and triggered.
Once you've selected your preferred option, click on save action.
Complete your workflow as normal, then click Save, and you're done. No more worrying about contacts getting stuck in a workflow they're no longer part of, or having to remove them manually. The Remove from Workflow action keeps your processes efficient and the contact experience streamlined.