I would like the ability to pause a workflow, thus keeping all users at the step they are in, and then unpause it a few days later. Adding delay steps will not accomplish the same thing. For example, I want to pause a campaign during a holiday week, but start it again the following week without losing anyone. There is no way to successfully do this with a delay step unless every user is at the same step - which obviously will never be the case.
I’m Megan, a Product Manager for the Automation team. I’d like to thank you all for taking the time to submit, upvote, and comment on this Idea. I wanted to give an update on this feature request, given the gravity of the current COVID-19 situation, and how it's impacting your business.
To be transparent, this “Pause” workflow feature won’t be delivered in the immediate future, as other highly-requested features have been ahead of it on our roadmap. Given the current situation though, we would like to dig into the problems outlined here a bit deeper, as we need more information to determine the best solution. When we’ve researched this request in the past, we’ve found a wide variation in needs, and haven’t been able to find the right solution to meet the majority of those needs.
Some of the comments above mention delay centered challenges, and there have been changes to delay behavior that can be impactful in some of the scenarios outlined here. For example, in our upgraded contact workflows, editing the length of a delay will automatically update that delay time for all contacts already active in the workflow (this now matches the behavior of the other workflow types). Read more about the impact of editing a delay here.
And there are a few things currently on the roadmap that may help some of the problems here like:
Wait until actions: Utilizing event delays to trigger actions in workflows. This way workflows aren’t solely reliant on arbitrary time delays and can be driven by customer behavior.
Improving time-based delays: Adding more options to time delays for more precise control.
Delay visibility: Seeing the objects (e.g. contact, company, deal, ticket, or quote) currently waiting in a workflow delay.
Otherwise, to make progress on evaluating this request, we request your help. What we need from you: If you have a minute, please fill out this form to provide additional feedback about the pause feature and your needs.
Thanks again for your time, I hope you and your families are safe and healthy.
I'm surprised this hasn't been prioritized with product. In my specific use case, which I imagine is similar to many others, I want to add a pretty complex branch to an existing workflow. I'd like to pause the workflow while I test the new branches. If I turn it off while testing, all the contacts in a holding step will just be unenrolled, and I can't re-enroll them at the step they left off at.
Hi! Curious to learn if there are any updates on this matter. Would be great to be able to pause certain sales reps from the rotation during their holidays/sick leave without having to adjust the workflow each time.
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