Manually remove records from your automation when they no longer need to continue.
There are times when a record should no longer continue through a workflow—whether due to updated information, a change in strategy, or error correction. The Unenroll option allows you to manually stop workflow automation for specific records.
What Happens When You Unenroll a Record?
Unenrolling a record from a workflow will:
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Stop all future steps for that record in the workflow.
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Prevent the workflow from continuing for that specific record.
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Preserve a history of the record’s progress up to the point of unenrollment (visible in the Timeline under View Details)
Note: Unenrollment does not delete the record from your system—it simply removes it from the current workflow automation.
How to Manually Unenroll a Record
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Go to the Workflow section and open the specific workflow.
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Click on the Enrollments tab.
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Locate the record you want to unenroll (use search or filters to help).
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Click on the View Details button.
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Select Unenroll and confirm your action.
The record’s status will change to Unenrolled, and no further workflow steps will be executed for it.
Important Note: The record’s status will update to Unenrolled, and no further workflow steps will be executed (except for any direct mail already in progress).
Best Practices
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Use manual unenrollment when a record no longer needs to receive workflow actions (e.g., the owner has already responded or opted out).
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Regularly review your Enrollments tab to identify any records that should be paused or removed based on changes outside of the workflow.
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Combine unenrollment with status filters to quickly identify records that may need to be stopped manually.