Enrolling/Unenrolling Contact Lists into Workflows

Scroll through the steps below to enroll/unenroll a contact list into a workflow: 

Not a visual learner? No worries! Walk through the step-by-steps instructions below: 

Step 1: Navigate to Data Import

1. Go to SalesAi.
2. Click Contacts on the left-hand side.
3. Open the dropdown and select Data Import.

Step 2: Locate Your Contact List

1. Find the imported list you want to use.
2. Click the three dots on the right side of that list.

On page 3, this is shown next to each import entry (with status like “Success”).

Step 3: Enroll List into Workflow

1. Click Enroll into Workflows.

Select Workflow

1. Search or scroll to find the workflow.
2. Check the box next to the workflow.

Only Active workflows will be usable (implied from workflow testing behavior).

Step 4: Confirm Enrollment

1. Click Enroll Contact.

All contacts in that list are now enrolled into the workflow.

Optional: Unenroll Contact List

If you need to remove contacts from workflows:

Step 5: Start Unenrollment

1. Locate the same list in Data Import.
2. Click the three dots.
3. Select Unenroll from Workflows.

Step 6: Select Workflow to Remove

1. Search or scroll for the workflow.
2. Check the box next to it.

Step 7: Confirm Unenrollment

1. Click Unenroll Contact.

Contacts are now removed from that workflow.

Quick Mental Model

This is bulk control vs. individual control:

• Individual contact → use Contacts page
• Contact list → use Data Import page