Hold & Follow-Up (Purchase Clients)

Prospects On Temporary Hold

Managing clients who need extra time just got easier with LO Ninja’s Temporary Hold Workflow!

How To Set It Up For A Contact

1) Open Contact Profile

2) Find dropdown for "Active Automations"

3) Select "Temporary Hold"

4) Set time & date for the campaign to begin

What Happens Next?

24 hours before follow-ups start for the client, you will receive a notification with an option to prevent the automation.

Following that, a 3 day client-facing message sequence begins & follows up for you. The moment a prospect replies, they are removed from the automation and will not receive any unwanted automated follow up attempts from this workflow.

Where can I see/edit the workflow?

Here's how you can access workflows.