How to Turn On or Off a Workflow

Workflows are powerful, but sometimes you’ll want to pause them, tweak them, or relaunch them at just the right time.

Turning a workflow on or off is super simple - and gives you the control you need to run smarter, more intentional campaigns.

🚦 Turning a Workflow ON

Follow these steps when your workflow is ready to go live:

  1. Go to Automation > Workflows
        From your dashboard, click the “Automation” tab, then select “Workflows.”
  2. Find the Workflow You Want to Activate
        Use the list or search bar to locate it.
  3. Toggle the Switch to ON
    •  You’ll see an ON/OFF toggle beside the workflow name
    •  Flip it to ON
    •  You’ll get a quick confirmation that it’s active and ready to run
📌 Important: Only active workflows will trigger actions like sending emails or tagging leads.

🛑 Turning a Workflow OFF

Need to pause an automation while you make changes, or stop a sequence from running altogether? Here’s how:

  1. Locate the Workflow
        Again, head to Automation > Workflows.
  2. Toggle the Switch to OFF
    •  Flip the ON/OFF toggle to OFF
    •  This instantly stops new contacts from entering the workflow
    •  Any scheduled actions within that workflow will also pause
💡 You can always turn it back on later; no progress is lost.

🔄 Why You Might Turn a Workflow Off

  • You’re updating steps or messages
  • A campaign has ended
  • You're reassigning leads or adjusting targeting
  • You want to duplicate and test variations

✅ Quick Tips

  • Review before turning on: Double-check your triggers, actions, and contact flow
  • Name smartly: Use clear names like "New Seller Leads – Welcome Series" to avoid confusion
  • Archive old ones: Clean up your view by archiving workflows you no longer use
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