Contacts

How do I remove contacts from a workflow?

Last updated: January 5, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

You have a few options when it comes to removing contacts from workflows. This might be useful, for example, if a contact becomes a customer and is therefore no longer qualified for your lead nurturing workflow. See below for four ways to remove contacts from workflows.

Option 1: from the individual contact record

  • Navigate to Contacts > All Contacts.
  • Click on the contact's name to open the record.
  • Locate Workflow Memberships in the left sidebar.
  • Click Manage workflow memberships to see the workflow(s) the contact is currently enrolled in.
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  • Click Unenroll next to the workflow from which you would like to remove the contact.
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Option 2: 
from the Workflow History screen

  • Navigate to Contacts > Workflows.
  • Click on the name of the workflow from which you wish to unenroll the contact.
  • Go to the History tab and locate your contact. You can use the search bar at the top to search.
  • Hover over an event for this contact, then click Unenroll.


Option 3: Suppress a list of contacts

Think of suppression lists as the set of contacts who you never want to be part of the workflow, (i.e. a list of customers should be suppressed from your lead nurturing workflow). In other words, you can create a list in HubSpot with certain rules, so you can then use such as a particular workflow's Suppression List to ensure contacts who are members of that list are not enrolled in a particular workflow.

  • Navigate to Contacts > Workflows.
  • Click on the name of the workflow in question.
  • Click Settings in the left-hand sidebar.
  • Select your suppression list from the drop-down under "Suppression lists for this workflow".
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  • Click Save settings.

Please note: contacts who are already in the workflow will not be immediately removed. The workflow will check against your suppression list(s) right before the next workflow step is executed, and the contact will be unenrolled if they belong to the list.

Option 4: Add a goal list to the workflow

A goal list is can be used as your workflow's goal, allowing you to track the success and conversion rate of your workflows. As contacts enter the goal list, they will be removed from the workflow.

  • Navigate to Contacts > Workflows.
  • Click on the name of the workflow in question.
  • Click Set a Goal in the top, right-hand corner.
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  • Set the criteria of your goal. If you have a list of contacts you'd like to unenroll, select List membership and choose the list from the dropdown. Contacts who join this list will be unenrolled from the workflow right before their next scheduled step is about to execute.

Learn more about setting a goal for your workflow here

Option 5: Remove contacts when they no longer meet the criteria for the starting list.

When activated, this setting will prevent contacts who leave the workflow's starting condition list (because they no longer qualify for such list) to be removed form the workflow.

  • Navigate to Contacts > Workflows.
  • Click on the name of the workflow in question.
  • Go to the Settings tab.
  • Select Yes, remove them from this workflow under When a contact leaves the starting list, unenroll them from the workflow? in the Unenrollment & Suppressions section.
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