topic Re: Unenroll Vs. remove from a workflow in Tips, Tricks & Best Practices

Unenroll Vs. remove from a workflow

OAskarov — Mon, 31 Oct 2022 16:30:36 GMT

I'll appreciate it if someone can explain the difference between setting up an action in a workflow to unenroll a contact.

Vs.

Configuring in the workflow settings "Unenrollment and suppression" --> Remove from a specific workflow.

Thank you

Re: Unenroll Vs. remove from a workflow

karstenkoehler — Mon, 31 Oct 2022 18:31:33 GMT

Hi @OAskarov,

The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. They will remove the contact from the same workflow. When meeting certain criteria in workflow A, contact is unenrolled from workflow A. (Just to clarify, there is no workflow action that unenrolls a contact from a workflow, only criteria and settings for unenrollment.)

With the second option, you can specify that a the contact should be unenrolled from another workflow they might be enrolled in. For example, you can specify in workflow A that upon enrollment in workflow A, a contact should be unenrolled from contact B.

Hope this helps!

Re: Unenroll Vs. remove from a workflow

OAskarov — Mon, 31 Oct 2022 21:10:13 GMT

Hello Karsten,

Thank you for that info.

I was sure there was an option to unenroll a contact with an "Action" from specific workflows.

I appreciate the help.

Oren

Re: Unenroll Vs. remove from a workflow

karstenkoehler — Mon, 31 Oct 2022 21:15:13 GMT

Hi @OAskarov,

You might have experienced a beta version of a feature – not all HubSpot portals are equal.

Let me know if you have any follow-up questions!

Re: Unenroll Vs. remove from a workflow

OAskarov — Tue, 01 Nov 2022 08:29:49 GMT

Got you.

Thank you for that answer

Re: Unenroll Vs. remove from a workflow

LBennett7 — Thu, 13 Apr 2023 20:36:46 GMT

Hi @karstenkoehler when you select 'Remove from specific workflows' are they re-enrolled into those workflows once they've completed the workflow that's removed them (hope that makes sense).

So for example, contact is enrolled in workflow B and unenrolled from workflow A. When they've completed workflow B, are they automatically enrolled back into workflow A if they still meet the criteria for it?

Re: Unenroll Vs. remove from a workflow

karstenkoehler — Fri, 14 Apr 2023 04:18:32 GMT

Hi @LBennett7,

No, the unenrollment is not temporary in the sense that the workflow is blocking participation of a contact in a sequence. The contact is removed from the sequence and considered so by all other tools as well regardless of the status of the workflow.

Best regards