Contacts

If I edit a smart list tied to a workflow will the new contacts be enrolled?

Last updated: January 5, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

After editing the criteria of a smart list that is currently used in the enrollment criteria of an active workflow, you will be prompted to choose whether or not you'd like to enroll the contacts that became eligible based on the change or only enroll contacts who meet the criteria going forward.

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  • An eligible contact is one who is a member of the list who has the ability to enroll into the workflow successfully in the particular circumstance.
  • If you choose to enroll the newly eligible contacts, ensure the list criteria you just changed is in fact correct, because the contacts will be immediately added to a queue to enter the workflow.
  • If you are unsure if the list criteria is exactly what you want, it is safer to click Only enroll contacts added later.
  • You can always manually enroll contacts from a static list into a workflow later.