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Exit customers from a workflow

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Andrea Brännström

Use the Exit workflow feature to remove customers from an automation workflow at any point.

Exit workflow is useful for working with merged splits. Eventually one or more branches might reach a dead end, and that’s where Exit workflow comes in handy.

There is no need to insert exit workflow at every point where the workflow should end, when a contact reaches the bottom, they exit either way.

Use case: Customer hasn’t updated their consent

In this example, we have an automation for new members that need to give their consent. After sending a reminder and still not receiving any response within 1 week the contact should exit the workflow (otherwise they’ll receive an e-mail with a “thank you” and a promotion).

  1. On the ‘no’ side, click the plus sign and then Exit workflow.
  2. Click OK to add the event.

exitworkflow_new.png

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