How do I stop automation?

Options
David Rinner
David Rinner Member Posts: 4
Photogenic Name Dropper First Comment
edited June 20 in Workflow Automation #1

Hello all,

I have built an automation with 6 consecutive e-mails in one phase. However, deals that were in this phase continue to receive automated emails even if they are marked as lost or are in a different phase. Even if I switch an automation to inactive, emails continue to be sent. Can anyone help me with what could be causing this?

Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 16
    First Comment Name Dropper Photogenic
    Options

    Hi @David Rinner

    Could you please provide a screenshot of your current automation setup? This will help us understand your issue better and allow for a deeper investigation into the problem.

    Oka Lesmana | www.astersense.com

  • David Rinner
    David Rinner Member Posts: 4
    Photogenic Name Dropper First Comment
    Options

    Hi @Oka Lesmana,

    thank for your answer. Here are some screenshoots of my automation setup.

  • Oka Lesmana
    Oka Lesmana Member Posts: 16
    First Comment Name Dropper Photogenic
    Options

    Hi @David Rinner

    I understand why your automation is still running even after you've updated the stages. You need to add a condition after the delay to check that the stage is still in “Email flow” or that the stage is not “Lost”.

    Here's the logic:

    1. First Email Sent: Add a delay after the first email is sent.
    2. Check Condition: After the delay, add a condition to check the deal's stage.
      - If the stage is still “Email flow” or is not “Lost,” the automation proceeds to the next action.
      - If the stage has changed, the condition will not be met, and the automation will stop.

    This ensures that your automation only continues if the deal remains in the desired stage.

    Hope this makes sense!

    Feel free to let me know if you have any questions.

    Best regards.

    Oka Lesmana | www.astersense.com

  • David Rinner
    David Rinner Member Posts: 4
    Photogenic Name Dropper First Comment
    Options

    Hi @Oka Lesmana,

    Thank you very much for your help. Is that what you meant? If the deal is now in a different phase, no more automations should be sent, right? I was just surprised that although I switched the automation to inactive, emails were still being sent. Does this have something to do with the trigger that keeps the automation running for all existing deals in this phase?