If you want to remove contacts from automations as soon as they don't match the enrollment criteria, then you can use unenrollment triggers. Here's how:
- Go to Marketing > Automations.
- Select an automation and click the Edit (pencil) icon next to it. (You can also do this while getting started with a new automation if you don't have an existingone already.)
- Click the the Contact Matches Filter card at the top.
- Navigate to the Unenrollment tab.
- Select Yes, remove them from this automation.
- Click Set Unenrollment Criteria (or click Edit to modify any existing enrollment criteria) if you'd like to set additional criteria for unenrolling contacts. For example, this could be used to unenroll contacts only when an appointment is set.
- Click Save.
Now, your contacts will be removed from this automation as soon as the unenrollment criteria have been met.