I have an active workflow with about 150 “contacts in action” spread across a series of delays between multiple emails…I just replaced the content of all of the emails, and now I’d like to alter the delays so that it’s 14 days instead of 30 days between each email.
My problem is that people are constantly being added to the workflow at irregular intervals, and it will be months before even these existing contacts make it through the entire workflow (plus new ones will always be trickling through). Is there a way to export the list of “contacts in action” so that I can un-enroll them, change the delay, then re-enroll them? They would not be getting the same email twice, as the content in the entire workflow has been revised.
Background for why I’m not creating a new workflow is that this workflow is currently set up as a catch-all for contact at the end of dozens of other workflows and processes - so remapping all of those connections to a new workflow seemed daunting.
Just to make sure I understand you: let’s say you have emails, 1, 2, 3, 4, and 5. A contact has already received the first 4, you don’t simply want to extend their delay before email 5 from 14 to 30 days, you want them to start the entire series of emails again?
This feels a bit unusual. Typically, it’s easiest to simply adjust the delays even while contacts are in them. As long as they have not moved on to the next email action, you can just edit it while the workflow is live. Someone who is at day 13 of 14, will simply then stay for 17 more days instead of 1 more day.
If you want all existing contacts to re-enroll AND all new contacts to receive the new emails AND not to create a new workflow, here’s what I would do:
Start your workflow with a branch that filters for “Create date is known” and move all new emails in the branch to the left, all old emails in the ‘none met’ branch so that no new contacts enter the path with the old emails
At the end of the right path, use “Go to action” to send contacts to the beginning of the left path
First remove all email actions from the right path, then remove the delays
As you remove the delays, contacts will move on to the next action. Since the emails are already removed, they will simply trickle down to “Go to action” which will then send them back to the top and the new emails. Once all contacts have moved there, you can remove the branch again.
