Santa Pause is coming – to HighLevel

highlevel pause workflow marketingHave you ever received marketing emails over the Christmas holidays – it just seems wrong when you get an email on Christmas day asking you to take action today. Know what I mean?

Well this is no longer a problem for HighLevel users. At a global account level we can pause workflows and emails from going out over the Christmas holiday time – and they just resume after the holidays, a neat little feature.

Here is more detail:-

Managing workflows efficiently is crucial for businesses, especially when certain processes need to be temporarily halted during specific periods, such as holidays or maintenance windows. GoHighLevel’s “Pause Workflow” feature offers a streamlined solution to manage these pauses without the need to deactivate or delete entire workflows.

Understanding the Pause Workflow Feature

The “Pause Workflow” functionality allows administrators to temporarily suspend specific workflows for designated date ranges. This is particularly beneficial for workflows with seasonal actions or those requiring periodic adjustments. By utilizing this feature, businesses can ensure that certain processes are paused and resumed seamlessly, maintaining operational efficiency.

How to Implement the Pause Workflow Feature

  1. Access Global Workflow Settings: Navigate to the “Global Workflow Settings” within your GoHighLevel dashboard.
  2. Set Start and End Dates: Click on the “Start Date and Time” field to select the desired start and end dates and times for the pause period. After making your selections, click the “Confirm” button.
  3. Select Workflows to Pause: In the “Select Workflows” field, choose one or multiple published workflows you wish to pause. Note that only published workflows will appear in the dropdown menu.
  4. Add Multiple Date Ranges: If you need to pause workflows during multiple periods, click the “Add Date” button to include additional date ranges. You can add up to 15 different date ranges.
  5. Enable Annual Pauses: For recurring pauses on the same dates each year, check the “Annually” box for the corresponding date range. This ensures the selected workflows are automatically paused annually on the specified dates.
  6. Clone or Delete Date Ranges: To duplicate a date range, click the clone icon next to the desired row. To remove a date range, click the delete icon.
  7. Monitor Paused Status: When workflows are paused, their status will be highlighted as “Paused” on the Workflow Landing Page.
  8. Access Builder Settings: Within each workflow’s builder settings, a “Pause Workflow” section provides details about the pause schedule. You can also access the “Global Workflow Settings” from this section to make any necessary changes.

Important Considerations

  • The maximum allowed duration between the start and end dates for a pause is 15 days.
  • Ensure that a workflow is not included in overlapping date ranges to prevent conflicts.

By leveraging GoHighLevel’s “Pause Workflow” feature, businesses can effectively manage their workflows, ensuring that specific processes are paused and resumed as needed without disrupting overall operations.

For a detailed walkthrough and additional information, refer to GoHighLevel’s official support documentation.

Julie McCann – Dental Practice

Julian always offers a five star service and I would recommend him to all.…

Julie McCann - Clifton Dental Studio

 

Top