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Pause or Stop Automated Follow-Up

Prevent future steps when a plan should no longer continue.

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Pause or Stop Automated Follow-Up

Turning off a plan and stopping one contact’s enrollment solve different problems.

Where to find it: the Action Plan or the contact’s enrollment

What to do

  1. Pause or deactivate the plan when no new contacts should enter.
  2. Open the contact or enrollment when only one person should stop.
  3. Use the stop or unenroll action shown.
  4. Check for already queued messages or tasks.
  5. Record the reason when the team needs the context.

Good to know

  • Deactivating a plan may not cancel work that is already in progress.
  • A contact’s valid opt-out must be respected across every automation.

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