Global pause campaigns for holidays
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Jeremy Miner
We can set campaigns to run only on certain days of the week, but it would be helpful to cause all campaigns to pause on specific dates, especially important holidays -- such as Thanksgiving, Christmas, New Year's, etc.) that are off-limits for contacting prospects. Right now we must put every campaign in draft status manually.
HIGHLVL-I-841
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Prasoon Dadhich
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Keith Besherse
Prasoon Dadhich, thanks again!
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Alvin Angelo Cantero
Prasoon Dadhich how to do this?
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Prasoon Dadhich
Alvin Angelo Cantero here is the link for the support document. This feature is available in the Global Workflow Settings
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Keith Besherse
Prasoon Dadhich, it would be helpful if it was able to recognize holiday names from the linked Google calendar. But…what you have given us is VERY good. Thank You All to the entire HighLevel team!
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Tyson Kearns
Prasoon Dadhich Glad you came with a solution for this. Thank you. We also need a way to annually schedule holidays that don't fall on the same date every year, for example:
-Memorial Day: Last Monday in May
-Labor Day: 1st Monday in September
-Thanksgiving Day: 4th Thursday in November
The way you have it now you can only have it recur annually for set dates (like July 4th).
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Prasoon Dadhich
Tyson Kearns Have noted this down. Will be picking this up when we are enhancing the Pause feature
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Tyson Kearns
Prasoon Dadhich thank you
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Josiah and Ashley Mann
Prasoon Dadhich Woohoo! Thank you so much! 🎉
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Tyson Kearns
Prasoon Dadhich
Don't know if this has been suggested already, but I saw an implementation of this on another platform where you could connect a google calendar and either only run or never run your automations based on the events in the calendar. I think that would be a great way to make this work and not too hard to implement.
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Susie Sun
Can this be done before 2024 holiday season? That would be great.
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Robert Diaz
We currently have a wprkflow just for holidays. Please allow a global option to pause all workflows on holidays except chosen ones.
Michael Garcia
Robert DiazThis would be great.
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Keith Besherse
Robert Diaz, I concur. An exception toggle.
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Prasoon Dadhich
Merged in a post:
need a holiday automation for all major holidays
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Brent Hoke
something that works each and every year. It's a super manual porcess to set this up now.
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Prasoon Dadhich
Merged in a post:
Ability to Pause Instead of Delete Triggers and Actions in Workflows
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James Hurst (ddxweb)
Would be super helpful for a variety of reasons to be able to pause certain workflow trigger and or actions so that we can keep them there for later but for right now we want them paused. If they could have a little toggle or checkbox of sorts and then be greyed out to visually indicate they are paused.
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Prasoon Dadhich
in progress
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Jeremy P. Maher
Prasoon Dadhich can you ask them to also ensure that this is a workflow trigger so it pauses for any reason we want, not just a holiday?
Ex: we have a nurture sequence drip to lead. If they become a prospect we have other emails more relevant,(so don’t want both being sent) but if they don’t move forward we want to “unpause” the nurture emails to continue.
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Cameron Winkler
Prasoon Dadhich To add to Jeremy's note, we have internal holidays for our team that it would be nice to be able to pause for those as well. OR have them get pushed to next business day. Depends how you approach this issue
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Prasoon Dadhich
Jeremy P. Maher In the first launch this will be a date selection. You will be able to select the date and time and at those dates the selected workflows will go to draft state.
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Prasoon Dadhich
Cameron WinklerYou will be able to select dates as per your convenience and pause the workflows on those dates.
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Jeremy P. Maher
Prasoon Dadhich ok. Can you ask them in a future release, to create a workflow trigger to allow the contact to be paused and unpaused in a campaign? That way a contact will stop getting the marketing for certain reasons, and then can be triggered later to continue in that same workflow.
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Prasoon Dadhich
Jeremy P. Maher Thanks for sharing this, will look into it and see if this can be added to future releases
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Adam Goodnight
Prasoon Dadhich would you happen to know an estimated timeline for the first launch? I have several clients that are itching for this capability.
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Prasoon Dadhich
Adam Goodnight This is WIP, as this is huge built from our end also this will take some time. This will be definitely released this quarter though
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EdPsychEd Team
Jeremy P. Maher This would be extremely helpful as it'd allow people the option to 'pause' rather than 'unsubscribe'
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Keith Besherse
Yes, without this (and without notes) there is no way to keep a record of things you want it do at some future time but aren't ready for yet (for example: send an email but the template isn't written yet).
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Keith Besherse
Keith Besherse This comment applies to Pause Instead of Delete Triggers and Actions in Workflows by James Hurst (ddxweb).
What I wrote makes 0 sense regarding global pause of the entire workflow...
That suggestion should be separated back out, Prasoon Dadhich.
Shivam HighLevel
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Prasoon Dadhich
Keith Besherse: The request says - "pause certain workflow trigger and or actions so that we can keep them there for later but for right now we want them paused. If they could have a little toggle or checkbox of sorts and then be greyed out to visually indicate they are paused." Can you please explain what is the difference here. This can be achieved with the Pause feature that is currently WIP.
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Keith Besherse
Prasoon Dadhich The title of the current suggestion requests a pause feature for the whole workflow automatically based on a date. And significantly every single workflow simultaneously.
Every workflow action, at least outbound actions, would be paused by a feature which implements the idea of this request. (Hopefully the triggers would not be paused, as we would want people to opt-in on the holiday, but not receive messages. Ideally it would not draft-mode the entire workflow, simply put all Contacts in a 24hour wait step.)
And all the actions which were paused would immediately and automatically resume operations at the start of the next execution window.
This global request addresses all outbound message actions across all workflows equally and simultaneously.
See the description in "Holiday Exclusion Dates." Pause all workflow actions.
This suggestion is for an operational feature which will function continually for as long as the account exists.
MERGED IN SUGGESTION: "Ability to Pause Instead of Delete Triggers and Actions in Workflows"
In sharp contrast is the merged-in suggestion for a very discrete granular manual pause : unpause function for particular items (triggers or actions) within an otherwise active workflow. All other triggers would continue to function normally. Paused actions would simply be skipped rather than inducing a bottleneck.
For example, I may have a customer replied trigger with several filters. If the filters are causing me to miss messages I might want to pause it and turn on a trigger for that channel without any filters (knowing I am going to get false positives) while troubleshooting/refining my filter set.
An example at the action level, I may have a SMS action written but the account is not A2P. Rather than deleting that copy, I could pause the action, any Contact would skip that outbound message action and continue through the workflow.
Or I may have an IVR action which requires the account owner to record the voice message. I could create the action but put it in pause mode with a note for the owner to edit that specific action. If a contact hits that action step while the action is paused they would skip to the next action.
This suggestion is for a programming tool so the admin/developer can add and test new options without disrupting the rest of the workflow.
Both of these suggestions are easy to describe.
But that does not mean they are easy to implement.
James Hurst (ddxweb), did I describe that well?
Please check my work:
Alastair Macartney, Xavier Finch, Patrick Allmond, Devin Tracy, Cameron Winkler, Jeremy Miner, Jeff Baer, Josiah and Ashley Mann, Nick Daugherty, Jeremy P. Maher, Robert Diaz, Michael Garcia
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Prasoon Dadhich
planned
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Cameron Winkler
Prasoon Dadhich Would be great if possible to also block certain dates that are "holidays" for the business. So if we are out of office we can choose that specific day(s) to also be a "holiday"
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Cameron Winkler
I was implying for just automation purposes so when we get internal notifications because of automations we can mark the business or ourselves as "on holiday"
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