What is 'Cancel Automation for One Contact'?
This feature allows you to cancel tasks for a specific contact within GetSales.io. This option appears:
after the Contact's reply, allowing you to get the Contact on manual handling
when the Contact has paused tasks
when the Contact has tasks in progress.
You can cancel Automation for the Contact from the Contact's profile in the CRM.
Why Cancel Automation for a Single Contact?
It's hard to set up an Automation that would account for every scenario, so many of the clients prefer to cancel the Automation when they come to a point of lesser predictability and take over manually.
How to Cancel Automation for One Contact:
Accessing the Contact Profile:
Navigate to the Customer Relationship Management (CRM) system in GetSales.io.
Select the contact profile for which you want to stop the automation.
Stopping the Automation:
Look for a small card on the left side of the contact profile displaying the current task.
Click on 'Cancel Automation'. This action will cancel all automatic tasks for that contact, while manual tasks will remain unaffected.
Alternative Method for Multiple Contacts:
If you need to cancel automation for several contacts at once, use the Mass Actions panel in the CRM:
Select the contacts you wish to cancel automation for.
In the Mass Actions panel above the contact list, choose 'Automation' from the dropdown menu, then select 'Remove from Automation'
Choose the Automation to remove the Contact from
This action will remove the selected Contacts from the chosen Automation - all of the tasks for those Contacts associated with the chosen Automation will receive the 'cancelled' status.
You can also remove the Contacts from all the Automations