Pausing a Workflow

By default, a Workflow will automatically be paused if:

• You receive an incoming email, SMS, or answer a call from the Contact.
• You manually mark the contact as having responded to an outgoing phone call.

Contacts subscribed to a Workflow can also be paused manually on the individual contact page or with a bulk action from a Smart View.

Workflows without any communication steps - such as Workflows with only Assign User steps and/or Task steps - cannot be paused in this way.

Customizing your pausing behavior

Sometimes you'd rather have all Workflow steps process for the contact, even if they reply to your messages. In that case, you can adjust the Workflow Goal to not automatically pause the Workflow, which means they will continue receiving future steps.

Pausing a Workflow for an individual Contact

To pause a Workflow for a single contact, click on the contact name and select Manage Workflows. Click on the name of the Workflow you would like to pause and select Pause.

Pausing a Workflow in Bulk

Pull up your Smart View of subscribed leads and click on the Workflows icon in the upper-right corner. From there, select Manage Workflows > Pause and select the Workflow you'd like to pause.

Completely disable a Workflow

Disable an entire Workflow for all subscribed Contacts by toggling off the Workflow from the Workflow menu in the left-hand sidebar. Click on the '...' symbol on the right-hand side of that Workflow row and select Archive.

Archive an email sequence

Archived Workflows no longer appear in the main Workflows list, and will instead show in the Archived tab. To re-enable a Workfow that has been archived, click on the '...' symbol once more on the right-hand side of that Workflow row and select Activate.

Keep in mind that re-enabling this Workflow again may cause the next step in the Workflow to be sent immediately, as the "delay" feature will not account for the time in which the Workflow was disabled. However, future steps will still have the set delay.

For example, if you paused the Workflow after Step 1 was sent out and have Step 2 with 2 day delay and Step 3 with 2 day delay and you pause the Workflow for a week and then resume it - Step 2 will be sent right away, while Step 3 will still be sent with a 2-day delay.