Add a contact to any step in a workflow
G
Guy Ferdman
When manually adding a contact into a workflow we should be able to choose any step in that workflow. For example you may want to skip the first few emails and just drop them into the appropriate email for that account. Reduces clutter and enhances user experience by putting them exactly where they need to be in the flow.
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T
Tara Behm
This is standard in any CRM workflow tool. It's creating a real headache for us right now to not be able to do this.
R
Robert Mitchel Owenby
Yes! PLEASE add this functionality!
M
Matthew Clark
Agreed
L
Lani Dickinson
Definitely need this - can't believe it's been on the board since 2023 and not resolved. Spent half an hour searching for how to move someone to specific place in the workflow....only to find out we can't...grrrrr
P
Prasoon Dadhich
Merged in a post:
Adding contact to a specific workflow step
P
Patrice Blain
If a contact has been taken out of a workflow, it would be great to be able to choose what step this contact would be added to if we manually add it back.
D
Dell and Alicia Simon
I found somewhat of a workaround for this. Here are my steps:
- duplicate the workflow
- go into the copied workflow and change the trigger to "contact tag"
- create a tag that is unique (i.e. CONTACT WORKFLOW REENTRY STEP 3)
- delete all steps prior to the step at which you want the contact to start the workflow (i.e. delete steps 1 & 2 so workflow will start at step 3)
- create a smart list for any contacts who were taken out of the workflow too soon and add your new tag to those contacts
- this new tag is also great for anyone who opts in at the middle of an education series.
- once you add the new tag to the contacts, they will be added to the new workflow at the stage you desire.
Now, GoHighLevel, please create an option to add contacts to a specific stage in a workflow.
P
Prasoon Dadhich
Merged in a post:
Add contacts in the middle of workflow
B
Beverly Tautho
I would like to suggest an action where we can add contacts in any part of the workflow.
P
Prasoon Dadhich
Merged in a post:
Add a Contact Midway Through Workflow
C
Christi Stafford
In some instances, there may be evolving circumstances where you may want to manually add a contact at a midpoint in a workflow. It would be nice to have a quick action and an action in the contact record that allows you to enter a contact to a workflow and specify where to add them.
P
Prasoon Dadhich
Merged in a post:
add contact to any workflow step
E
Emily Mayo
We should be able to add a contact into any step of a workflow. This could be used if someone got kicked out of a workflow and you didn't want to add them to the top (thereby having them go through some steps twice) also if you want to add someone partway through this would be helpful!
P
Prasoon Dadhich
Merged in a post:
Manually place contacts at specific steps inside workflows
M
Maximilian Nagetusch
This option would be great for when a person answers and gets removed from a workflow. Oftentimes I want the workflow to continue but I need to decide this manually depending on the contacts message.
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