Why it matters
Nothing annoys a customer more than 'just following up' after they've booked. Workflows can stop on their own when the customer acts.
Stop on reply
Open the workflow, go to its Settings and turn on Stop on response. Any reply ends their run.
Automations› WorkflowsStop when they book
Add a Goal Event step for Appointment booked (or opportunity won, or invoice paid). When it happens, the contact jumps to the goal and skips the rest.
Remove them from other sequences
In your booking workflow, add Remove from Workflow for the nurture sequences, so every chase stops at once.
Follow-ups stop the second a customer engages.
Next up
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Set up a series of emails that goes out on its own
Welcome, follow up and stay in touch with a few emails sent in order.
- 1Create a workflow
- 2Choose who gets it
- 3Add the emails
Reply to new leads the moment they enquire
Someone fills in your form and gets a text and email straight back, even at 10pm.
- 1Create a workflow
- 2Start it when the form is sent
- 3Send the reply
Why isn't my workflow working?
The ten things that quietly stop automations, and how to check each in a minute.
- 1It's still a draft
- 2Check Enrollment History
- 3A filter doesn't match