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Will changing the enrollment criteria unenroll those currently in the workflow?

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If I change the enrollment criteria on an existing active workflow, will it automatically unenroll any contacts that now no longer meet the original criteria?

 

For example: 


We have a workflow with about 6,000 contacts in it. We are now thinking we might want to refine that number and are thinking of adding an additional trigger criteria (a contact property value) for the start of the workflow. If I add that, will it remove anyone that no longer meets that criteria? Or will they stay because they've already been enrolled?

 

Further, if they stay, is there a way to remove them later in the workflow?

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Community Thought Leader | Diamond Partner

Hi @mwilliams

 

They will stay in the workflow.

 

The easiest way to remove them from the workflow is to build a suppression list that identifies them and add that to the workflow settings. 

 

Hope that helps.


Did my post help answer your query? Help the Community by marking it as a solution.

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

1 Reply
Highlighted
Community Thought Leader | Diamond Partner

Hi @mwilliams

 

They will stay in the workflow.

 

The easiest way to remove them from the workflow is to build a suppression list that identifies them and add that to the workflow settings. 

 

Hope that helps.


Did my post help answer your query? Help the Community by marking it as a solution.

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner