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About Contact

GreenHouse Offboarding

 check list

Enter the contact information

Manual tasks:

Facebook:

  1.   Exclude from FB group

Kajabi:

  1.   Make sure the product is disconnected from the contact

Google doc:

  1.   Update 'Greenhouse members' file  

 

Automatic tasks

Kajabi:

  1.  Relevant tags are removed ( GreenHouse, GreenHouse_2021-22)
  2. Tag added  : EX-GreenHouse  

Active campaign:

  1. Relevant tags are removed ( GreenHouse, GreenHouse_2021-22)
  2. Tag added: GreenHouse_Offboarding
  3. The contact leaves  RISE & SHINE automation