The Remove From Workflow Workflow Action can be used to create a workflow that will automatically remove a contact from either this workflow or a separate specified workflow. This article will give you an overview of how to create a workflow using the Remove From Workflow Workflow Action.
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 CRM 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 either Current Workflow or Another Workflow
If you select Current Workflow, contacts who are added to this workflow will be removed from the same workflow. No further customization is needed.
If you select Another Workflow, a drop down menu will appear allowing you to select which separate workflow to remove the contact from.
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 Workflow Action!