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Remove People from a Program

  • September 6, 2019
  • 7 replies
  • 605 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.

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7 replies

john_apple
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  • Expert ⭐️
  • 468 replies
  • 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


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.


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


justin_bills
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  • Contributor ⭐️⭐️⭐️
  • 11 replies
  • September 6, 2019
Thank you!!!


lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • September 6, 2019
Thanks for sharing the pro tips, @john_apple and @elisa_pelegrina and happy Friyay!




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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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 657 replies
  • 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.


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