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Workflow Action: Remove from Workflow

Discover how to use the Remove from Workflow action in Stack to efficiently manage your contacts within automation workflows. This guide explains the action's purpose, benefits, and provides a step-by-step setup process. Additionally, explore a practical example to see how this action can enhance your communication strategies.

Table of Contents​

What is the Remove from Workflow Action?​

The Remove from Workflow action is a valuable tool for automating contact management. It allows you to automatically remove contacts from one or multiple workflows based on specific triggers or conditions. This helps keep your workflows relevant and ensures contacts receive the right communication at the right time, avoiding redundant interactions.

Key Benefits​

  • Streamlined Contact Management: Automatically removes contacts from workflows they no longer need to be part of, saving time and effort.
  • Improved Communication Relevance: Prevents contacts from receiving redundant messages by ensuring they’re only in workflows applicable to their current status.
  • Efficiency in Automation: Reduces manual intervention by automating the removal process, allowing you to focus on strategic tasks.
  • Enhanced Customer Experience: Ensures customers receive appropriate communication without being overwhelmed by unnecessary emails or notifications.

Configuring the Remove from Workflow Action​

  1. Navigate to Automation:
    Access the Automation section in your Stack CRM and click on Workflows.

  2. Create a Workflow:
    Click + Create Workflow and select + Start from Scratch to open the workflow editor.

  3. Add the Remove from Workflow Action:
    Click the + icon to view all workflow actions. Scroll down and select Remove from Workflow to configure it.

  4. Name Your Action:
    Provide a descriptive name for easy identification, such as “Remove from Marketing Campaign Workflow.”

  5. Choose the Workflow Removal Option:

    • Current Workflow: Removes the contact from their current workflow.
    • Another Workflow: Specify a different workflow to remove the contact from.
    • All Except Current Workflow: Removes the contact from all workflows except the current one.
    • All Workflows: Removes the contact from all active workflows.

  6. Save and Test the Workflow:
    Save your settings and test the workflow with a sample contact to ensure it functions as expected. When ready, activate the workflow by toggling it to Publish.

Use Cases​

Scenario:
A business wants to ensure that once a contact completes a specific action (e.g., making a purchase), they are removed from an ongoing marketing campaign workflow to avoid redundant communication.

Steps to Implement:

  1. Trigger:
    Set the workflow to activate when a contact completes a purchase or subscribes to a service.

  2. Add the Remove from Workflow Action:

    • Action Name: Remove from Marketing Campaign Workflow.
    • Workflow Selection: Choose Another Workflow.
    • Specified Workflow: Select the relevant marketing campaign workflow to remove the contact from.

  3. Outcome:

    • The contact is automatically removed from the specified marketing campaign workflow.
    • They stop receiving promotional emails, ensuring relevant and non-redundant communication.

Result:
This automation maintains a clean communication strategy, improving customer satisfaction and engagement by avoiding unnecessary messages.

FAQ​

  1. What happens if a contact is in multiple workflows?
    You can remove the contact from:

    • The current workflow only.
    • Another specific workflow of your choice.
    • All workflows except the current one.
    • All active workflows.

  2. Can I remove a contact from a workflow automatically after they complete a specific action?
    Yes, set triggers like “purchase completed” to automatically remove contacts from specific workflows, ensuring they no longer receive irrelevant messages.

  3. How do I know if the Remove from Workflow action is working?
    Test the workflow using a sample contact to ensure they’re removed as expected. Check activity logs to verify successful removal.

  4. Can I undo the Remove from Workflow action once it’s triggered?
    No, once a contact is removed, it can’t be undone automatically. You’ll need to manually re-enroll them if necessary.

  5. Will contacts be notified when they are removed from a workflow?
    No, contacts are not notified. The action only affects internal workflow status and does not alert the contact.