Automatically cancel text/email follow up when moving to new stage.
planned
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Liz Hutz
It would be helpful to have an automated way to cancel follow up emails/texts when a candidate moves to a new stage of a pipeline.
For example, we send follow up emails for candidates to complete questionnaire. Once completed, we move them to a new stage, but candidates continue to receive follow up messages for the questionnaire that they already completed.
Mike Glass
marked this post as
planned
Mike Glass
Merged in a post:
Ability to cancel queued automations when a candidate moves stages
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McKenzie Kennelly
When a candidate moves stages, there should be a setting that allows all future automations related to the previous stage to be cancelled.
Mike Glass
Hi Liz! Could you give me a little more detail on how you're scheduling these followup emails? Are you setting up stage actions to send them on a delay?
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Liz Hutz
Mike Glass Hi Mike, yes stage action on delay. We have a stage to send a questionnaire. We resend that questionnaire 3 times on delays. However, the user may have already completed the questionnaire and moved to our next stage (but they are still receiving the questionnaires).
Mike Glass
marked this post as
under review