Add to another workflow to a particular stage
G
Gursimran Singh
This would allow to move contact to another workflow to a particular targeted stage but not from the beginning of the workflow.
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A
Ashwin Raghunandan
Merged in a post:
Ability to Enter an Automation at Anystep
G
Guy Ferdman
I'd like the ability to add someone to an automation and pick the step or 'entry point' to be at any point in the automation, not always from step 1. Sometimes I have people exit and enter an automation and it's redudant when they have to go through the entire automation a second time. I should be able to choose where they come in manually. Have had this option in other CRM's like Kartra.
E
Eli Ferry
Hey Guy, I have two workarounds for you.
If you are dead set on this being contained in a single workflow, you can have tags that are added and removed based on where they are in a workflow. An example tagging protocol would be "Status - {workflow name} - Phase 1" and so on for each phase. The beginning of the workflow should be an If/Else that uses those tags and the "Go To" element to achieve your desired result. This is more complex, but definitely works.
The easier option is to break up the workflow into several smaller workflows. Each workflow would end with an action to add the person into the next workflow, but it also allows you to add someone into the middle of the overall process by adding them to workflow 3 out of 5 in that series. I would recommend organizing these using folders for each series of automations.
Additionally, you can combine options 1 and 2 and add a tag at the end of each workflow. This allows you to have a comprehensive tracking system for what pieces of various workflow series they've already been through and handle them appropriately either through a master navigation workflow at the beginning of the series or manually.
Hope this helps!
N
Nick Pindale
This could unlock some possibilities and solve some of my problems!