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Remove People from a Program

  • September 6, 2019
  • 7 replies
  • 685 views
justin_bills
Hi there -

Is there a way to remove people from a program that has a started? An organization does not what to be receiving the survey emails, so we want to prevent the reminder emails from going out to those people.

Best answer by elisa_pelegrina

Hi Justin -

Yes you can delete or knock off participants from the Participants icon at the top-right of the Participant Configuration page.

Full artice here.

7 replies

john_apple
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  • john_apple
  • Expert ⭐️
  • September 6, 2019
hey Justin - you can view the Participant list and then filter by Active Participants. From there you can drop them from the Program by checking the box next to their name and then Remove

dan_ahrens
justin_bills
elisa_pelegrina
  • elisa_pelegrina
  • Helper ⭐️
  • Answer
  • September 6, 2019
Hi Justin -

Yes you can delete or knock off participants from the Participants icon at the top-right of the Participant Configuration page.

Full artice here.

phani_kumar
dan_ahrens
justin_bills
justin_bills
  • justin_bills
  • Author
  • Contributor ⭐️⭐️⭐️
  • September 6, 2019
Thank you!!!

justin_bills
  • justin_bills
  • Author
  • Contributor ⭐️⭐️⭐️
  • September 6, 2019
Thank you!!!

lila_meyer
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  • lila_meyer
  • Gainsight Employee ⭐️⭐️⭐️
  • September 6, 2019
Thanks for sharing the pro tips, @john_apple and @elisa_pelegrina and happy Friyay!



Lila Krutel, Dir. Global Education Services
dan_ahrens
vartan.kourshounian
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Hello @elisa_pelegrina , quick question, I had a program in Scheduled status and I removed 2 participants from the list. However, when the program ran, those removed participants were also included in the program. Any idea why this may happen?

alizee
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  • alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • May 16, 2023

@vartan.kourshounian I suspect if you removed and upon scheduling, the program ran the query, those removed ones would re-enter (depending on your “participant can re-enter after X status”. I prefer to knock them off generally as having them removed in full doesn’t give you the ability to prevent the participant from re-entering if you ran a re-sync. If it didn’t re-sync, next best guess would be the participant might have existed twice in a configuration that wouldn’t have been picked up by the uniqueness criteria.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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