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Automate adding a contact to a project as Enrolled, Waiting List, Alumni, Declined; or remove the contact from a project

Automate adding a contact to a project as Enrolled, Waiting List, Alumni, Declined; or remove the contact from a project

Owned by Matt Kepple
Last updated: Jun 10, 2025 by Asim Ali

You can automate adding a contact to a project or changing its project status. You can also remove a contact from a project using automation.

  • For example

    • add a contact to a project’s Waiting list

    • add a contact to a project’s Enrolled list

    • add a contact to a project’s Alumni list

    • add a contact to a project’s Declined list

    • remove a contact from a project (does not matter what list the contact is on)

remove from project.gif

 

Steps

  1. Select Create in the top menu

  2. Select Automation: Contacts

  3. In the Criteria section, set the condition you want a contact to meet in order for the automation to run

  4. In the Automation Actions, select CHANGE PROJECT STATUS

    image-20250610-050803.png

  5. You must select two things:

    1. Choose the project that you want contacts to be added to or removed from

    2. Choose the status within that project that you want the contact to be given. (Note there are up to four statuses you can make available on your project; Waiting List, Enrolled, Alumni, Declined and remove to remove the contact from the project)

  6. You can add more than one project to the list by clicking on Add another project button

    image-20250610-050724.png

  7. Press Save

  8. You arrive on the Manage Automations page

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