Enrolling a Contact in a Workflow Automation

What Is Enrollment?

Enrollment simply means a contact enters an automated sequence of steps (like welcome emails, reminders, or follow-up tasks).

Ways a Contact Can Be Enrolled

• Automatic (Rules-Based)
  • Contact matches saved criteria (for example: “City = Seattle” or “Tag = Lead”).
  • As soon as they qualify, they enter the workflow (if it’s active).
• Manual (You Enroll Them Yourself)
  • From a contact’s profile page you choose Enroll in Workflow.
  • Useful for one-off cases or exceptions.
• Bulk Enrollment
  • From a contact list or search results, select multiple contacts and choose Enroll in Workflow.
  • Good for backfilling older contacts into a new workflow.

Before a Contact Can Be Enrolled

• The workflow must be Active (not Draft or Paused).
• The contact must meet any entry rules the workflow requires.
• The contact is not already active in the same workflow (or a mutually exclusive one).
• Workflow must allow manual enrollment if you are manually enrolling a contact

How to Manually Enroll a Single Contact

• Open the contact’s profile.
• Click the Automations tab.
• Select Enroll in Workflow.
• Choose the workflow from the list (only active ones appear).
• Confirm. You’ll see a success message or an explanation if it was skipped.

How to Enroll Multiple Contacts

• Go to Contacts.
• Apply filters or select a saved list.
• Check the box to select contacts (or Select All).
• Click Assign > Enroll in Workflow.
• Pick the workflow.
• Confirm. A summary will display how many were enrolled and how many were skipped (with reasons).

How to Tell If Enrollment Worked

On the contact’s profile:

• Activity timeline lists: Enrolled in “[Workflow Name]”.
• The automations tab shows all current and past workflows the contact has enrolled in.

Common Reasons a Contact Is Not Enrolled

• Workflow not active.
• Already enrolled (still in progress).
• Entry rules not met.
• The workflow reached a participant limit (if configured).
• Recently removed (some workflows block immediate re-entry).

Removing (Unenrolling) a Contact

If you need to stop a workflow for a contact:

• Open the contact.
• Click Automations -> Active Workflows.
• Locate the gear icon next to the active workflow
• Choose Stop or Pause.
• Confirm (this will not usually undo already completed steps).
• (Stopping does not delete past messages or actions already performed.)

Re-Enrolling a Contact

Some workflows allow re-entry automatically after completion.

If not, you may need to manually re-enroll once the contact has fully exited.

If re-entry is blocked, a message will explain why.

Tips for Best Results

• Keep entry rules simple—test with a sample contact first.
• Use a test contact to walk through the initial steps before bulk enrollment.
• Pause a workflow (instead of deleting it) if you need to adjust steps without allowing new entries.
• Clean up outdated manual enrollments to avoid confusion.

Quick FAQ

Q: Why don’t I see a workflow in the selection list?
A: It’s likely Draft, Paused, or you lack permission.

Q: Can I force enrollment even if criteria aren’t met?
A: Only if the system allows manual override (you’ll see an override option; otherwise criteria are enforced).

Q: How fast does automatic enrollment happen?
A: Usually within a few moments; bulk or imported contacts may take longer if queued.

Q: Can a contact be in multiple workflows?
A: Yes.