Manually Adding or Removing a Contact
Control a contact's journey by manually placing them in or pulling them out of an automated sequence.
For: All Users
Time: 2 minutes
Instructions
1
Open the Contact Record
Go to Contacts and click on the person you want to manage.
2
Scroll to Active Campaigns/Workflows
On the left side of their record, scroll down to the "Active Campaigns/Workflows" section.
[SCREENSHOT NEEDED: Active Workflows section on contact record]
3
Add or Remove
To remove them, click the "X" next to the workflow name. To add them, click "Add", select the workflow from the dropdown, and choose when it should start.
[SCREENSHOT NEEDED: Add to workflow manual dialog]
What Success Looks Like
- The contact is successfully added or removed from the sequence.
Last updated: 10/1/2026