Action - Remove from Workflow

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example
  
  

Overview

The Remove Workflows Action enables users to automatically remove contacts from one or multiple workflows in HighLevel. This action helps streamline the process of managing contacts across different workflows, ensuring that contacts are efficiently removed from workflows based on their journey or specific criteria. It eliminates the need for manual removal or multiple actions, making workflow management more efficient.

Action Name

Remove from Workflow

Action Description

The "Remove from Workflow" action allows you to remove a contact from a specific workflow. This can be the current workflow or another specified workflow. This action helps in keeping the workflow processes clean and relevant by eliminating contacts from workflows that are no longer applicable to them.

Action Details

Value	Description	Mandatory
Action Name	Enter a name for your action, e.g., "Remove from Marketing Campaign Workflow."	Yes
Current Workflow (if selected)	Removes the contact from the workflow they are currently in.	Yes
Another Workflow (if selected)	Select the specific workflow from which to remove the contact.	Yes
All Except Current Workflow (if selected)	Removes the contact from all workflows except the current one.	Yes
All Workflows  (if selected)	Removes the contact from all active workflows.	Yes

Step-by-Step Guide

1. Navigate to Workflow Actions: Access the automation or workflow settings in your platform.
2. Choose the Action Type: Select "Remove from Workflow" from the list of available actions.
3. Name Your Action: Enter a descriptive name for the action, such as "Remove from Marketing Campaign Workflow."
4. Select the Workflow: Choose whether to remove the contact from the current workflow or another specified workflow or All.

Example: Marketing Campaign Cleanup

Scenario: A business wants to ensure that once a contact completes a specific action, they are removed from the ongoing marketing campaign workflow to avoid redundant communication.

Action Setup:

• Action: Remove from Workflow
• Name: Remove from Marketing Campaign Workflow
• Workflow Selection: Another Workflow
• Specified Workflow: New Workflow: 1701182462789 (e.g., ongoing marketing campaign)

Workflow Actions:

1. Trigger: The contact completes a purchase or subscribes to a service.
2. Action: Automatically remove the contact from the marketing campaign workflow to stop sending promotional emails.

Outcome: This automation helps in maintaining a clean and relevant communication strategy by ensuring that contacts who have completed certain actions are not bombarded with unnecessary marketing emails, improving customer satisfaction and engagement.