Phase Out a Whiteboard

Goal

Gradually deactivate an active whiteboard so that no new contacts enter, while allowing existing contacts to complete their journey.

Background Information

The phase-out process prevents new contacts from entering a whiteboard but allows existing contacts to finish all configured steps.
This option is only available for active, time-based whiteboards.

When you edit an active whiteboard, it is automatically set to Phasing Out, and a new version is created.

Procedure

1. ​Navigate to Automations​ > ​Whiteboards.

2. In the ​Whiteboards​ window, click the name of the active whiteboard you want to end gradually.

3. Click ​Phase Out. The process starts immediately.

To stop the whiteboard immediately instead, click Deactivate. This ends all automations and removes all contacts from the whiteboard at o