Automations

Workflow Wait Steps: Apply Edits to Active Contacts OR Show Warning Banner
Problem Statement: Currently, when a contact enters a Wait step, the duration is "hardcoded" to their workflow state at that exact moment. If the user later edits the Wait step (e.g., changes 2 hours to 4 hours), active contacts already waiting continue with the original time. There is no UI indication that the edit will not affect these contacts, leading to confusion and failed campaign timing (e.g., webinar reminders sent too early). Current Painful Workaround (5 steps): To change wait time for active contacts, users must: Create a new Wait step with the desired time Navigate back to the original Wait step Select all contacts currently waiting Bulk-move them to the new step Delete the old step Instead of: Simply editing the existing Wait step and having changes reflect immediately. Proposed Solution: Option A (Preferred — Competitive Standard): Add a checkbox when editing Wait steps: "Apply changes to X contacts currently waiting at this step" If checked: Reschedule all active contacts to the new wait duration If unchecked: Keep current behavior (only affects new entrants) This matches enterprise automation platforms (HubSpot, ActiveCampaign, etc.) Option B (Minimum Viable): Add a prominent warning banner when editing: "⚠️ Changes to this wait time will NOT affect X contacts currently waiting. To reschedule them, create a new step and move contacts manually." Use Case / Scenario: Agency runs a webinar campaign. 500 contacts are in a "Wait 2 days" step before the reminder email. Organizer needs to delay the webinar by 1 day and wants to add 24 hours to the wait time. Currently, they must perform the 5-step bulk-move dance for 500 contacts, or those 500 people will receive the reminder at the wrong time. Business Impact: Time Savings: Reduces 5-step manual process to 1 click Reduced Support Load: Prevents confusion tickets like "Why didn't my wait time change work?" Campaign Reliability: Critical for time-sensitive launches, webinars, sales deadlines Competitive Parity: Standard feature in mature marketing automation platforms Priority: High — affects every agency managing live campaigns with dynamic scheduling needs.
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UI/UX
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