Contactually

Adding and removing contacts from Programs

Last Updated: Jul 29, 2017 04:18PM EDT
Streamline your Tasks and Follow-Ups

Programs offer the quickest, most effective way to systemize your follow-up plan. Build your own step-by-step processes with unique events which range from sending emails to creating custom Tasks. Programs can be simple or complex, but they’re always built to do more work with less effort.
 

Go to the Programs tab and click the name of the Program you want to add contacts to. Click the small Contacts tab underneath the Program's name. Click "Add contacts +."






By attaching a Bucket when creating or editing the Program

When adding a new Program or editing an existing Program, you can attach a Bucket under Triggers. Click "+ Add Bucket" and select the Bucket(s) you want to attach. Any contacts you add to that Bucket from this point on will be automatically enrolled in the Program. 
Contacts already in the Bucket will not be automatically enrolled in the Program. If you want to add them to the Program, you can do so via either the Program's Contacts tab or the main Contacts tab.




Removing the Bucket from the Program will remove the contacts from the Program's future steps but will not remove steps that have already been triggered. For example, Susan Jones is in Bucket A and Bucket A is attached to the Program. The Program triggered a Task a few days ago to call Susan. The Task is on your Dashboard. You remove Bucket A from the Program. Susan will not be enrolled in any future steps of the Program, but because the Task to call Susan is already on your Dashboard, it will not self clear. You will need to complete or delete the Task.


On the Buckets tab

You can also attach a Program to a Bucket via the Buckets tab. Select the Bucket you want to attach the Program to and click the small Integrations & Programs tab. Scroll down and find the Program header on that page. Select the Program you want to attach to the Bucket.

Any contacts you add to that Bucket from this point on will be automatically enrolled in the Program. 
Contacts already in the Bucket will not be automatically enrolled in the Program. If you want to add them to the Program, you can do so via either the Program's Contacts tab or the main Contacts tab.





Removing the Program from the Bucket will remove the contacts from the Program's future steps but will not remove steps that have already been triggered. For example, Susan Jones is in Bucket A and Bucket A is attached to the Program. The Program triggered a Task a few days ago to call Susan. The Task is on your Dashboard. You remove the Program from Bucket A. Susan will not be enrolled in any future steps of the Program, but because the Task to call Susan is already on your Dashboard, it will not self clear. You will need to complete or delete the Task.


On the contact's profile

You can enroll individual contacts into Programs from their profile pages. Click "Add to Program" at the bottom right. Select the Program you want to enroll the contact in. Click Save. If a contact is already enrolled in a Program, that Program will appear instead of "Add to Program." As a contact can only be enrolled in one Program at a time, you'll need to click the X to the right of the Program details on the contact record so that the contact is removed from that Program and can be enrolled in another Program.



To remove the contact from the Program, click the X next to the Program to remove in from the contact's profile.
 

On the Contacts tab (add only)

You can add a single or multiple contacts to a Program through the Contacts tab. Search or filter for the contacts you want to add and then tick the checkboxes next to their names. A menu bar of options will appear at the bottom of the screen. Click "More..." and then Programs. Tick the checkbox of the Program you want to add contacts to. Click Save. See here for a more detailed overview.


 
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