There are several ways to enroll or remove a contact from a Program, manually or automatically, including:
- Via the Program's Contacts page (add only)
- By using a Bucket to trigger a Program (adds multiple contacts)
- By attaching a Program to a Pipeline stage (adds multiple contacts)
- On the contact's profile or contact sidebar
- On the Contacts page (adds multiple contacts)
Via the Program's Contacts page (add only)
Go to the Programs page 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 using a Bucket to trigger Program (adds multiple contacts)
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 (but you can manually add them).
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 is in a new leads Bucket, which is attached to the Program. The Program triggered a Task a few days ago to call Susan and the Task is on your Dashboard. If you remove the new leads Bucket as a Program trigger, Susan will not be enrolled in any future steps of the Program. However, because the Task to call Susan is already on your Dashboard, it will not be cleared. You will need to complete or delete the Task.
Removing a Contact from a Bucket will also remove the Contact from the program, but, similarly to removing the Bucket, it will not remove reminders that have already been triggered for steps that occurred in the past.
By attaching the Program to a Pipeline stage (adds multiple contacts)
A Program can be a useful way of organizing what steps should occur during each stage of a deal. When setting up a Pipeline, you can trigger a Program to start when the Deal is moved into that stage by choosing the Program from the dropdown. If there are multiple contacts on the deal, all of them will be enrolled in the Program.
On the contact's profile or contact sidebar
You can enroll individual contacts into Programs from their profile or sidebar.
On the profile page, 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 add the contact to a Program from the sidebar, click Edit Contact from the header menu, and add to the Program from the dropdown in the lower-right. You can change the Program from this view, but cannot remove it completely.
On the Contacts page (adds multiple contacts)
You can add a single or multiple contacts to a Program through the Contacts page. Search or filter for the contacts you want to add and then select the checkboxes next to their names. A menu bar of options will appear at the bottom of the screen. Click "More Options..." and then Programs. Select or unselect the checkbox of the Program you want to add contacts to. Click Save.
