Pause Event (Action)

The Pause Event is a distinct workflow tool designed to temporarily halt the progress of a contact at a particular stage until a specific condition is satisfied. This functionality is especially useful when you need to wait for triggers such as a tag, an appointment, an event, a specific time, or a response from the contact.

Pause For

The Pause For feature provides various options depending on the desired outcome.

Time-Based Events:

• Delayed Timing

• Event/Appointment Timing

CRM Events:

• Condition Met

• Contact Reply

• Trigger Link Clicked

• Email Interaction

Time-Based: In a time-based Pause Event, the contact remains paused for a specific duration until a condition is met or the contact responds.

Time Delay: The Time Delay option allows you to set a pause duration in minutes, hours, or days. Once this period elapses, the contact proceeds to the next step in the workflow.

Advanced Scheduling: Enabling Advanced Scheduling restricts movement to the next step only if the event falls within the specified year, month, day, and time frame.

Resume On: This option lets you specify a particular day of the week for resuming the workflow.

Resume Between Hours: This feature allows setting a specific time range during the day for resuming the workflow.

Additional Filters: Use Additional Filters to fine-tune events based on specific years or months, making the filtering process more accurate.

Event/Appointment Timing: The Event/Appointment Timing Pause Event delays the contact based on the details of an upcoming event or appointment. For instance, you can hold a contact at this stage until they respond to a Yes/No question or until a scheduled appointment reminder needs to be sent.

Pause Until: The Pause Until option lets you decide whether the action should occur before or after the event or appointment.

• After: Often used for post-event actions such as surveys or feedback requests.

• Before: Useful for setting reminders prior to an event, with timing options like minutes, hours, or days before.

• Exact Time: This option triggers actions exactly at the event time, rather than using a relative time frame like minutes or hours before or after.

NOTE: If the timing for the Pause step is already in the past, you can choose how the contact should proceed:

• Move to the next step.

• Skip to a specific step.

• Bypass all outbound communications until the next Pause or Event Start Date action (e.g., Email, SMS, call, voicemail).

CRM Events:

• Condition: Hold the contact until a specific condition is met.

• Segment: Useful for scenarios like requiring the contact to be located in Texas, USA, before moving to the next step.

Add New Condition or Segment: New conditions or segments can be added using the + buttons.

Contact Reply: The Contact Reply feature pauses the workflow until the contact responds to a specified event.

Trigger Link Clicked: The Trigger Link Clicked option allows users to pause the workflow until the contact clicks a specified trigger link. Multiple trigger links can be selected.

Email Event: This feature lets you choose the email event that will trigger the workflow to proceed.

Select One or More Email Events: You can choose multiple email events that will trigger the next action if the contact's response matches the criteria.

Timeout: The Timeout option sets a duration within which a response is expected from the contact. This period can be configured in minutes, hours, or days.