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April 11, 2014
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Add the ability to remove members from engagement programs

  • April 11, 2014
  • 3 replies
  • 1595 views
There are a few instances where I've wanted to be able to remove members from an engagement program but it seems the only option is to pause them. 

3 replies

New Participant
February 7, 2020
No text available
April 15, 2014
What Dinah said. If you want them out, just change their status to Not in Program. 
Dinah_Pu
New Participant
April 11, 2014
Hi Alex,

You can use the "Change Program Status" flow step with Program = [Name of Engagement Program] and New Status = "Not in Program" to remove members from an engagement program. 

You do end up losing all the engagement program metrics associated with the lead though.

~DP