How can I exclude contacts from an active workflow?

[HDang9]

After a workflow is turned on, there are a number of contacts who met the triggered criteria would be enrolled. How can I exclude some of those contacts from this active workflow?

[karstenkoehler · Accepted solution]

Hi @HDang9,

There are various ways of doing that, the two most common would be:

• Creating a list containing those contacts and then using a "AND Contact is not member of [list]" enrollment criterion.
• Going to Settings > Unenrollment and suppression > Suppression lists for this workflow in the workflow editor and excluding the list here.

Best regards!

[karstenkoehler · Accepted solution]

Hi @HDang9,

There are various ways of doing that, the two most common would be:

• Creating a list containing those contacts and then using a "AND Contact is not member of [list]" enrollment criterion.
• Going to Settings > Unenrollment and suppression > Suppression lists for this workflow in the workflow editor and excluding the list here.

Best regards!

[HDang9]

Hi @karstenkoehler ,

Thanks for your suggestions. However, in the 2nd option, I see there are up to 20 contacts that can be added to the suppression lists (as below image). So I have several cases needed to solve:

- What happened if I add contacts to the suppression lists & turn the setting on, and then after it was removed from the workflow (how can I check), I remove those contacts from the list? Moreover, if I turned the re-enrollment setting (from the beginning), are those contacts enrolled in this workflow again?

- How can I remove more than 20 contacts from the workflow quickly?

[karstenkoehler · Accepted solution]

Hi @HDang9,

This is not referring to 20 contacts but to 20 lists, containing as many contacts as you'd like.

Best regards

[danmoyle]

@karstenkoehler good clarification - can you imagine only suppressing 20 contacts? Yikes - nightmare lol! 

[danmoyle]

Suppression lists for the win here, @HDang9. @karstenkoehler has your back on that solution!