Stopping, Pausing, Resuming an Automation

Sometimes it becomes necessary to temporarily stop an automation or remove a contact from automation. There are two places you can do this. 

First:

1. Locate and open the automation under Automation-Automations in your Left Sidebar

2. Locate the step the contact is in

3. Click on the red link that says Flows next to the step name

4. Locate the contact in the list that opens up

5. Select the red link next to their name that says Pause or Stop 

6. The contact will now be paused or removed completely from the automation depending on which you choose. 

To reactive a pause contact continue on....

7. To resume a paused contact repeat steps 1-4

8. Select the red "resume" link next to their name

Second:

1. Search for the contact in your Simplero

2. Click on their name

3. Locate the automations box about 1/2 down 

4. Locate the automation you want to Pause/Stop/Resume

5. Select the red button for stop, pause, or resume that is next to the automation name. 

Stoping an Automation via an Action step

Another option is to have a contact pause, resume, or resume themselves from an automation. This can be done through links in a broadcast.

For example in the bottom of the emails for the automation you could include a line that says Not interested in this topic but still want to hear from me on other products and services, stop these emails here. and then you would hyperlink the "Here" to the stop automation URL. 

Where do you find the Stop/Pause/Resume URLs?

1. Locate and open the automation under Automation-Automations in your Left Sidebar

2. In the right sidebar towards the bottom you will see a section titled Automation links

3. Select the copy link button next to the one you want to use and paste it in a broadcast. 

Note: These links only work when used in a Simplero broadcast as they are coded to read the contacts email address, if they were outside Simplero they are unable to pull the necessary information. 

If you know you want to pause, resume, or stop a group of people that are in an automation you can do so in one swoop rather then individually. 

1. Create a segment of the people you want to action to.

2. Select the white "perform action" button at the top of the segment

3. Select the action "Stop Automation" "Pause Automation" or "Remove Automation"

4. Save

Simplero will now perform that action in the background. 

If you are using an automation as a sales funnel you will likely want to stop the automation when people purchase that product. Or if a specific product is purchased or contact is added to a list you may want to temporarily suspend an automation while they are participating in that product or that lists autoresponders. Both cases can be done automatically in Simplero. 

To temporarily pause an automation:

1. Locate the product or list that the contact will be participating in in place of the automation.

2. Add a trigger under content within the list/Product. The trigger will be an action trigger that one a contact is activated pause the automation and Select the automation you want paused.

3. Then create a 2 step automation called Resume Automation Automation name.

3a. Add step 1 which is a wait step for however long it want them to be paused for

3b. Step 2 will be an action step to resume the paused automation

4. Add a second trigger under content within the list/Product where you were in step 2. This trigger will be an action step that says "When a contact is activated start them in automation" and select the second automation we created.

To remove them from an automation after a purchase or joining a list:

1. Locate the product or list that the contact will be participating in in place of the automation.

2. Add a trigger under content within the list/Product. The trigger will be an action trigger that one a contact is activated stop the automation and Select the automation you want stopped.

Note: If you use the 1-click link to allow a customer to pause the automation themselves you will want to also provide them with a link to resume the automation themselves and let them know to save that email with the link for future access. You could do this a few ways. 1) You could include that link in the same email where they pause their automation. or 2) you can add a trigger to the link in the broadcast that starts a  minimum of a 2 step automation- (Step 1 wait x amount of time, Step 2- Send email with the resume link.) If you do this you may want to add a third steps that moves them back to the start of the automation so that it keeps reminding them. If you do that remember to add a trigger to stop the automation to the Resume link.