Can a contact be in two automation workflows ?

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The example:
We have Sign Up Form A that adds contacts to Audience A and Workflow A is active. We discover that we want to change the Workflow, to Workflow B (since you can't edit an active Workflow).

We want to re-use Sign Up Form A and Audience A, but have new signups only enter Workflow B.

However, we need to keep Workflow A active, so that the current members of Audience A receive the rest of their emails. Will a new sign up be receiving emails from both Workflow A and Workflow B? Or does the Workflow that was created later, in this case, Workflow B, trump Workflow A?

Thanks,
Lauren
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Sea Education Association

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Posted 1 year ago

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Sam Collis, Customer Support Specialist

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Hi Lauren!

To answer your question directly - yes - a contact can be in multiple workflows at the same time.

To ensure that folks already in Workflow A are able to finish receiving the series of emails but not add new contacts to both workflows you would want to have a different audience designated to Workflow B.

More specifically what you would want to do is assign Group B as the Audience to Workflow B, then have the signup form add contacts to Group B.  Feel free to use this article here as a guide to make changes to your form.  The result will be that any new contacts added via your signup form will enter Workflow B, whilst contacts already in the existing Workflow A will remain.  Once enough time has elapsed where you can be certain no one missed out on Workflow A, you can just copy those contacts to Group B then shut it down.

I hope that helps -- let me know if you have any follow up questions!

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