How to Move/Remove Contacts from Workflow Steps

In this article, you will learn how to move or remove contacts from workflow steps. This can be useful in case these contacts were added by mistake and to this workflow, or if you no longer want them to wait to move them to another step. 

Step 1: Access your Workflow

• Navigate to Automation > Workflows.
• Choose a workflow that has contacts you want to remove.

Option 1: Delete from the action step

• If a workflow step has a contact on that step, there will be a user icon on the top part of that step. If you click on that icon, a list will pop up that shows all the contacts waiting in that step. 

• Click on that contact(s) 
• That will show the contacts that live in that step 

Trash Can: The contact will be removed from the workflow entirely 

Running Man: The contact will be moved to the next step in the workflow

NOTE: If you click one of these buttons, that action will occur for ALL the contacts in that step.

Option 2: Delete from the Enrollment History tab

• If you want to delete a single contact from a workflow or move that contact to another step, go to the Enrollment History tab at the top of the builder view.

This will show you a list of all contacts in this workflow as well as the current step they are in.  

Next to the name and email of the contact, you can click on the Delete button that will remove the contact from the workflow or the Move to Next Step button to move that contact to the next step in the workflow.

FAQ

Q1: Can I remove a single contact from a specific step without affecting others in that step?
Yes, to remove a single contact, use the Enrollment History tab in the workflow builder. This allows you to delete or move an individual contact without impacting other contacts in the same step.

Q2: What happens if I click the Trash Can or Running Man icons on a workflow step?
Clicking the Trash Can icon will remove all contacts from that step and the workflow entirely. Clicking the Running Man icon will move all contacts in that step to the next step of the workflow.

Q3: Is there a way to view all contacts currently in a workflow and their respective steps?
Yes, the Enrollment History tab provides a complete list of all contacts in the workflow along with the specific step they are currently in, allowing you to manage their movement or removal.

Q4: Can I undo the removal of a contact from a workflow step?
No, once a contact is removed from a workflow step or the entire workflow, the action cannot be undone. You would need to re-enroll the contact into the workflow manually if needed.