The Pause Workflow option in workflows allows you to temporarily halt specific automations without deactivating or deleting them. This guide explores the key benefits, detailed configuration steps, and practical applications of this feature, ensuring seamless and precise automation control. Let’s learn how to make the most of this powerful tool to improve your workflow management.

TABLE OF CONTENTS

• What is Pause Workflow Option in Global Workflow Settings
• Key Benefits of Pause Workflow Option
  • How it Works
    • Select the Start and End Date and Time
    • Select Workflows
    • Add Date
    • Run the Pause feature "Annually"
    • Clone & Delete
    • Paused Status
    • Builder Settings
• Frequently Asked Questions

What is Pause Workflow Option in Global Workflow Settings

The Pause Workflow option enables users to temporarily stop specific workflows during predefined periods without disrupting or losing progress. This feature is especially helpful for managing seasonal campaigns, holidays, or adjustments in automation processes. By pausing workflows, businesses can maintain precision in communication while optimizing operations for specific timelines.

Key Benefits of Pause Workflow Option

Pausing workflows is more than just a temporary halt; it’s a way to maintain control over your automations while adapting to seasonal changes, holidays, or evolving business needs. This section highlights the advantages of using this feature to optimize communication and streamline operations.

Discover why the Pause Workflow option is an essential tool for automating processes:

• Operational Flexibility: Temporarily halt workflows without compromising progress or requiring workflow recreation.
  
  
• Improved Customer Experience: Avoid sending irrelevant or untimely messages during holidays or other sensitive periods.
  
  
• Enhanced Automation Control: Fine-tune automations by pausing non-essential workflows while keeping vital ones active.
  
  
• Time-Saving Recurrence: Automate pauses for predictable events like annual holidays, reducing the need for manual adjustments.
  
  
• Centralized Management: Manage workflow pauses efficiently from the Global Workflow Settings section.

How it Works

Setting up the Pause Workflow option ensures your automations function smoothly while adapting to specific business needs, like holidays or recurring events. In this section, we’ll guide you through the steps to configure date ranges, select workflows, and enable annual pauses. By properly managing these settings, you can ensure precise control over your workflows, minimize disruptions, and create a seamless experience for both your team and your customers.

Let’s walk through the steps to configure the Pause Workflow option effectively:

Navigate to Global Workflow Settings

Access the Global Workflow Settings from the automation section of your platform.

Tip : You can also access Global Workflow Settings from "Automation" tab inside the "Settings" area.

Locate Pause Workflow Option

Once you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit.

Select the Start and End Date and Time

Click on the "Start Date and Time" field to select the Start and End Date and Time. After selecting the range click on the "Confirm" button.

Select Workflows

Click on the "Select Workflows" field to select one, multiple or all Published workflows. Please note only the "Published" workflows will be populated in the dropdown.

Add Date

You can add multiple row items by clicking on the "Add Date" button. Currently the users can add upto 15 different date range to Pause workflows.

Run the Pause feature "Annually"

If you want to Pause certain workflows for same dates every year just click on the "Annually" checkbox that is present for each row item. When it is ticked the selected workflows will automatically pause for the same dates every year.

Clone & Delete

If you want to "Clone" a row item just click on the Clone icon beside every row to duplicate that row and if you want to "Delete" a row item just click on the delete icon to remove the row.

Paused Status

When the workflows are in the "Paused" state it will be reflected in the Workflow Landing Page. The status against each paused workflow will be highlighted as "Paused".

Builder Settings

In the builder settings for each workflow there is a new section present named "Pause Workflow". In this section you can get the details about the date and time when this workflow is Paused. 

You can also access the "Global Workflow Settings" from this page if you want to make any changes in the Pause dates.

Points to Remember

• The contacts will get enrolled even if the workflow is in Pause State.
•  Maximum allowed difference between the start and end date should not be more than 15 days.
• A Workflow should not be part of two or more date ranges that are overlapping.
• The contacts will go through the "Wait" and "If/Else" action, except these 2 the contact will be paused at the trigger or the subsequent actions.
  For eg. In workflow 1 the first action is to send an Email, in this case if the workflow is "Paused" then contacts will get enrolled but will wait at the trigger until the "Pause" is ended. In workflow 2 the first action is either of "Wait" or "If/Else" in this case the contacts will get enrolled will go through the Wait or If/Else action and then pause at the subsequent action.

Frequently Asked Questions

Q. Can I pause all workflows at once?

Yes, you can pause all published workflows by selecting the “All Published Workflows” option in the workflow selection filter.

Q. What happens to contacts in paused workflows?

Contacts will still enter the workflow but will pause at the trigger or subsequent actions. For workflows with a “Wait” or “If/Else” action at the start, the contact will progress through these steps before pausing.

Q. Is there a limit to the number of date ranges I can configure?

Yes, you can configure up to 15 date ranges for pausing workflows. Ensure no overlapping ranges to avoid errors.

Q. Can the same pause dates apply to multiple workflows?

Absolutely! You can select multiple workflows for a single date range to ensure consistent pauses across relevant workflows.

Q. How do I ensure workflows resume seamlessly after a pause?

Once the pause period ends, workflows automatically resume. No additional action is required, provided the settings were saved correctly.