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.