workflow action to exit other workflows | Voters

workflow action to exit other workflows

under review

Gene Monterastelli

It would be great if I could remove someone from a workflow, with a workflow step in another workflow

David Lamoureux (Product Support Analyst)

Merged in a post:

Mass Automations

Michael Ruiz

I wish there was a way to implement mass automations to all my worksflows, funnels, etc.
For example, It would be cool to create an automations where "If customer buys specific product at specific/any price point" THEN "unsubscribe from selected
 workflows" AND "subscribe to selected
 segment"
Kartra does this and it makes it so much easier to do a mass automation instead of having to set up these desired automations in each and every workflow that it's needed in.

David Lamoureux (Product Support Analyst)

marked this post as

under review

David Lamoureux (Product Support Analyst)

Merged in a post:

Remove contact from workflow step

Jessica Paxton

I would love it if there were a workflow step that automatically removes a contact from a workflow if they are triggered by another workflow. 
For example, I have two separate series of emails for my newsletter opt-ins depending on where my lead is at. They get to choose via a welcome email after they first opt-in and depending on what they choose, they are tagged to match that workflow. Anyone who does nothing automatically gets tagged as option #1 and goes into workflow #1. 
I know I can setup conditional settings within workflow #1 as checkpoints, but I would love it if when triggered by second workflow, they were automatically removed from workflow 1 so they stopped receiving those emails and only received workflow 2 emails. We have the ability to remove tags, so it would be the same type of thing needed for removing them from a particular workflow.

Tim Hewitt

Moving people between workflows is something I use heavily in another product and I don't find it easy to do at all in CF

David Lamoureux (Product Support Analyst)

Hey Michael Ruiz Thank you for your feedback and adding this request. 
There are a few things involved with this request that I'd like to help out with. Some of them we can already do, and some are already feature requests I think you'd like to know about.
The trigger: your use case of "if a customer buys a product or variant" is already possible. Just don't select a funnel or page and it will trigger if it is bought anywhere.
"Then unsubscribe from workflows": this part is not possible yet, but it is already a feature request you can upvote here: https://feedback.myclickfunnels.com/feature-requests/p/workflow-action-to-exit-other-workflows
"Subscribe to selected segment": you can already set up Segments to automatically include contacts based on filters. If you meant, "subscribe to selected workflows", this can also already be done by using the workflow action, "Trigger another Workflow". Help article here https://support.myclickfunnels.com/docs/workflows-trigger-another-workflow-step-chain-multiple-workflows 
With that being said, I hope this solves most of what you are looking for. 
Are there any other scenarios you can think of that we didn't cover here? Looking forward to your response. Thanks.

John Orton

Global workflow would be nice

David Lamoureux (Product Support Analyst)

Merged in a post:

Be Able To Set A Conditional Step For Multiple Workflows

Michael Ruiz

For example, I would love to be able set a conditional goal saying that if someone purchases a particular product (or takes a particular action) to end certain workflows for them so they don’t keep getting those emails.

I don’t want to manually do them for every single one of my workflows.

David Lamoureux (Product Support Analyst)

Merged in a post:

Stop another workflow from a workflow

huai en tsai

please add the ability to "end" another workflow from one workflow, so that when people purchase the product they won't receive the same promotional email ever again

David Lamoureux (Product Support Analyst)

marked this post as

open

David Lamoureux (Product Support Analyst)

Merged in a post:

Stop workflow from another workflow for a specific contact

Quim Chalé

I would like the hability to stop a workflow for a contact from another workflow. For example, a contact is ina a promo workflow and when he purchases he stops receiving the promo automation (Emails serie)

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