Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Triggers to trigger the Remove From Workflow Workflow Action or you can leave this workflow without any triggers.
Step 3: Setting up the Remove From Workflow Workflow Action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Remove From Workflow in the Internal Tools section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear
(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
Select any of these four options:
Current Workflow: Remove the user from the workflow they are currently in.
Another Workflow: Select and remove the user from another specific workflow.
All Except Current Workflow: Remove the user from all workflows except the current one.
All Workflows: Remove the user from all active workflows.
Press Save in the bottom right corner of the Action setup menu
Step 4: Press Save in the top right corner of your browser to save the workflow
If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Now your Workflow is set up and ready to go with the Remove From Workflow Action!
Scenario: A business wants to ensure that once a contact completes a specific action, they are removed from the ongoing marketing campaign workflow to avoid redundant communication.
Action Setup:
Action: Remove from Workflow
Name: Remove from Marketing Campaign Workflow
Workflow Selection: Another Workflow
Specified Workflow: New Workflow: 1701182462789 (e.g., ongoing marketing campaign)
Workflow Actions:
Trigger: The contact completes a purchase or subscribes to a service.
Action: Automatically remove the contact from the marketing campaign workflow to stop sending promotional emails.
Outcome: This automation helps in maintaining a clean and relevant communication strategy by ensuring that contacts who have completed certain actions are not bombarded with unnecessary marketing emails, improving customer satisfaction and engagement.
Execution Logs for Workflow Removal:
This feature ensures that when a user is not part of a workflow they are meant to be removed from, this action is reflected in the execution logs as skipped.
1. What does the Remove From Workflow action do?
This action removes a contact from either the current workflow they are in or another specified workflow. It helps in managing a contact's engagement across different workflows.
2. How do I choose between removing a contact from the current workflow or another workflow?
Select Current Workflow if you want the contact to be removed from the workflow they are currently engaged in. Choose Another Workflow if you want to remove them from a different workflow, and specify which one in the dropdown menu.
3. Can I use this action to remove a contact from multiple workflows?
No, each Remove From Workflow action can only target one workflow at a time. To remove a contact from multiple workflows, add separate Remove From Workflow actions for each workflow.
4. Do I need to use a trigger for this action to work?
No, a trigger is not required for the Remove From Workflow action to function. You can set it up to run automatically or manually as needed.
5. What happens to a contact after they are removed from a workflow?
Once removed, the contact will no longer proceed through the actions or steps defined in that workflow. Any ongoing tasks or communications for that workflow will be stopped for the contact.
6. How can I test if the Remove From Workflow action is working properly?
Use the Test Workflow button to simulate the workflow and ensure the action functions as intended. Check the contact’s enrollment history and execution logs for verification.
