Moving Contacts in Workflows
View a walk-through of Adding & Moving Contacts in Workflows in the emfluence ClickLearn section here.
Contacts will move naturally along a workflow based on the paths and delays you have set-up. NOTE: Being added to a workflow is what triggers a contact to move through the flow, if contacts are already in your initial status group prior to your workflow being published and automated emails being activated there is no trigger to move them forward to your first email. If you wish to add contacts to a specific point in the workflow, you have two different options.
Advancing Contacts in Workflows
In your Workflow, you can use the Advance button to add people to other decisions, groups, or emails. This can be used to force initial contacts already in your start group into your first email (or to any point in your workflow). The button is only visable when you hover over the group and when there are contacts within the group. If the group has no members there are no contacts to advance. NOTE: This will not remove them from the group you are advancing from, only add them at another point in the workflow.
Clicking the Advance button will launch a pop-up which will allow you to choose where you wish to add your contacts (along with some information about the target you have chosen).
Advancing from Contacts
In Contacts, where you have a list of contacts showing on the Search Contacts tab (either the result of a search or viewing all contacts within a group). Click on the Queue button just above your list of contacts (the fourth icon from the left) to add your list of contacts to a specific email (when you hover over the button it will state the number of contacts you will be queuing up). Clicking the button will launch a modal to choose what email you want to add the list of contacts to. If there is a delay and/or daily schedule on the email, that will be applied after they are added to the queue.
In the pop-up, type in the name of the Group where you wish to add your contacts, choose it from the list, and hit Continue. Your contacts will be added.
Removing Contacts from Workflows
You can use the method above but click the Add/Remove from group icon (rather than the queue icon, one button to the left) from groups in a workflow by choosing to Remove rather than Add them. NOTE: This will only remove the contacts from groups, if they are also queued for emails or decisions, you will need to remove them there as well.
You can also remove contacts from both Decision and Emails. You can remove any pending recipients up until they have moved on from that step of your workflow.
On Decisions, click on the number currently showing in the Decision. In the pop-up, click the Remove contact button to remove the contact from the decision.
On Emails, you can remove the pending list from either clicking the number shown for the email in a Workflow (as with Decisions). You can also remove recipients outside the workflow on the Email Summary Page by looking for your list of pending recipients and clicking the same Remove contact button to remove them from your pending list.
On an individual contact record, you will also see a list of pending automated emails with the ability to remove them by clicking the trashcan icon for that email. If they are in the middle of workflow that includes several additional emails, removing them from the email shown will mean that they will not receive this email or any other emails within that workflow.
