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Managing who is enrolled in a workflow

See which contacts are active in a workflow and move them between workflows automatically.

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An enrollment is a single contact's run through a workflow. This article shows you where to see who is enrolled, what each status means, and how to move contacts between workflows automatically.

How contacts get enrolled

A contact joins a workflow when one of its triggers fires. When the trigger condition is met, SAMI enrolls that contact and starts them on the first step. Learn more in Triggers explained.

A contact can only be enrolled once at a time. If a trigger fires for someone who is already active in the same workflow, SAMI skips the duplicate instead of starting a second run.

Enrollments only run while a workflow is published and active. A draft or paused workflow won't pick up new contacts, even if its trigger matches.

Read the Enrollments panel

Open any workflow from Workflows and select the Enrollments tab. The tab label shows a count, and the panel lists the most recent contacts (up to the last 50) with their:

  • Contact name — links straight to the contact record so you can see what's happened.
  • Phone — or "No phone on file" if none is saved.
  • Status badge — active, completed, or cancelled.
  • Enrolled date — when this run started.

If nothing has run yet, you'll see "No enrollments yet." Contacts appear here as soon as the workflow starts running.

Here's what each status means:

  • Active — the contact is partway through, sitting at their current step and waiting for the next action or delay.
  • Completed — the contact reached the end of the workflow and finished every step.
  • Cancelled — the run was stopped early, either by an Unenroll step or because the contact opted out.

Move contacts between workflows

You can hand contacts off from one workflow to another using two steps in the builder. Add them like any other step in the workflow builder.

  1. Add an Enroll in Workflow step

    Drop in an Enroll in Workflow step and pick the target workflow from the Workflow dropdown. When a contact reaches this step, SAMI enrolls them in that other workflow.

  2. Add an Unenroll from Workflow step

    Use an Unenroll from Workflow step and choose the workflow under Workflow to unenroll from. This cancels the contact's active run there, marking it cancelled.

  3. Verify the handoff

    Open the target workflow's Enrollments panel to confirm the contact moved across with an active status.

Both steps only see workflows that are active, so publish the destination workflow before wiring up an Enroll step.

How the active count is calculated

The number next to each workflow on the Workflows list counts only enrollments with an active status — contacts currently moving through it. Completed and cancelled runs aren't included, so the number reflects live activity, not lifetime totals. To dig into individual runs and any errors, check run history.

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Last updated 2026-06-21

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