The Pause Workflow option in workflows allows you to temporarily halt specific automations without deactivating or deleting them. This guide explores the…
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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.
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.
How it Works (image 1 of 10)What this shows Access the Global Workflow Settings from the automation section of your platform.What this showsIllustrates the "How it Works" section of "Pause Workflows on Certain Dates".This screenshot appears in the "How it Works" section of "Pause Workflows on Certain Dates". The text alongside this image reads: Access the Global Workflow Settings from the automation section of your platform. Immediately after, the guide continues: Tip: You can also access Global Workflow Settings from "Automation" tab inside the "Settings" area.Image 1 of 10What this coversAccess the Global Workflow Settings from the automation section of your platform.
Buttons and menus referencedNavigate to Global Workflow Settings
Next stepTip: You can also access Global Workflow Settings from "Automation" tab inside the "Settings" area.
Tip : You can also access Global Workflow Settings from "Automation" tab inside the "Settings" area.
How it Works (image 2 of 10)What this shows Access the Global Workflow Settings from the automation section of your platform.What this showsIllustrates the "How it Works" section of "Pause Workflows on Certain Dates".This screenshot appears in the "How it Works" section of "Pause Workflows on Certain Dates". The text alongside this image reads: Access the Global Workflow Settings from the automation section of your platform. Immediately after, the guide continues: Once you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit.Image 2 of 10What this coversAccess the Global Workflow Settings from the automation section of your platform.
Buttons and menus referencedNavigate to Global Workflow Settings
Next stepOnce you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit.
Locate Pause Workflow Option
Once you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit.
Locate Pause Workflow Option (image 3 of 10)What this shows Once you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit.What this showsIllustrates the "Locate Pause Workflow Option" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Locate Pause Workflow Option" section of "Pause Workflows on Certain Dates". The text alongside this image reads: Once you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit. Immediately after, the guide continues: 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.Image 3 of 10What this coversOnce you are inside global workflow settings, you will quickly find the "Pause Workflow" option by scrolling down a bit.Next stepClick 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 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 the Start and End Date and Time (image 4 of 10)What this shows Click on the "Start Date and Time" field to select the Start and End Date and Time.What this showsIllustrates the "Select the Start and End Date and Time" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Select the Start and End Date and Time" section of "Pause Workflows on Certain Dates". The text alongside this image reads: 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. Immediately after, the guide continues: 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.Image 4 of 10What to chooseClick 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.Next stepClick 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.
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.
Select Workflows (image 5 of 10)What this shows Click on the "Select Workflows" field to select one, multiple or all Published workflows.What this showsIllustrates the "Select Workflows" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Select Workflows" section of "Pause Workflows on Certain Dates". The text alongside this image reads: 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. Immediately after, the guide continues: 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.Image 5 of 10What to chooseClick 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.Next stepYou 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.
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.
Add Date (image 6 of 10)What this shows You can add multiple row items by clicking on the "Add Date" button.What this showsIllustrates the "Add Date" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Add Date" section of "Pause Workflows on Certain Dates". The text alongside this image reads: 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. Immediately after, the guide continues: 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.Image 6 of 10What this coversYou 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.Next stepIf 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.
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.
Run the Pause feature "Annually" (image 7 of 10)What this shows 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.What this showsIllustrates the "Run the Pause feature "Annually"" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Run the Pause feature "Annually"" section of "Pause Workflows on Certain Dates". The text alongside this image reads: 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. Immediately after, the guide continues: 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.Image 7 of 10What to clickIf 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.Next stepIf 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.
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.
Clone & Delete (image 8 of 10)What this shows 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…What this showsIllustrates the "Clone & Delete" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Clone & Delete" section of "Pause Workflows on Certain Dates". The text alongside this image reads: 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. Immediately after, the guide continues: 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".Image 8 of 10What to clickIf 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.Next stepWhen 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".
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".
Paused Status (image 9 of 10)What this shows When the workflows are in the "Paused" state it will be reflected in the Workflow Landing Page.What this showsIllustrates the "Paused Status" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Paused Status" section of "Pause Workflows on Certain Dates". The text alongside this image reads: 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". Immediately after, the guide continues: 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.Image 9 of 10What this coversWhen 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".Next stepIn 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.
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.
Builder Settings (image 10 of 10)What this shows You can also access the "Global Workflow Settings" from this page if you want to make any changes in the Pause dates.What this showsIllustrates the "Builder Settings" section of "Pause Workflows on Certain Dates".This screenshot appears in the "Builder Settings" section of "Pause Workflows on Certain Dates". The text alongside this image reads: You can also access the "Global Workflow Settings" from this page if you want to make any changes in the Pause dates. Immediately after, the guide continues: 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….Image 10 of 10What this coversYou can also access the "Global Workflow Settings" from this page if you want to make any changes in the Pause dates.Next stepThe 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.
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.
