Workflow peeps. This event start time was originally set to tomorrow however we want to push this out a little longer. The problem is that all the leads are in the wait. If I change the event start date (as pictured below) to the 20th as apposed to the 17th, will the workflow know to wait or will it fire tomorrow since the “event start time was the 17th when the leads were passed through that step? Hope this make sense.
Thanks
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Original post content summary:
The original post is asking for assistance regarding a workflow in GoHighLevel CRM software. The user wants to push out the start date of an event but is concerned about how it will affect the leads already in the workflow. They are unsure if changing the event start date will cause the workflow to wait or if it will fire immediately based on the original start date.
Insights on the topic:
In GoHighLevel, when you make changes to a workflow, it's important to understand how those changes will affect the leads already in the workflow.
If you change the event start date in the workflow, the leads that have already passed through that step will still be based on the original start date. This means that if you push out the start date to the 20th, the leads that reached that step before the change will still follow the original schedule and might fire tomorrow if they meet the conditions.
However, any new leads entering the workflow after the change will follow the updated start date and wait until the 20th before proceeding to the next step.
It's crucial to be cautious when making changes to a workflow that has already been in progress. If the timing is critical and you want all leads to wait until the new start date, you may need to manually adjust their positions in the workflow or use other strategies like adding a delay step to ensure consistency.
For further information and updates on this topic, it is recommended to read the comments below this article or check the source link provided.
Note: This summary is based on the information provided in the original post and should be verified with GoHighLevel's official documentation or customer support for complete accuracy.
Source
I dunno if this helps but I think it is pkay to add another wait time in the step if you wish to fire on the 20th
Jeff I think if you insert another Event Start Time right before “Email 5 (1 Spot Left), that should handle your issue
Jeff Poole, It will not update the existing contacts in the workflow. Only the new entering contacts. If you need to update all contacts in the workflow and change the event start date, add a new event start date and wait step below all of your contacts, then push them through to your newly created wait step and delete the old steps above.
Add a new wait time and save it, then push them to that wait time
Thank you everyone!
Draft mode, add a wait time then publish
Yes 👍 add a new wait step after the current wait step.
First,
Pause
Add wait and then also it’s best to tag
And have an if else condition in that wait step after the wait step
And make it wait 48hrs
If contact has tag then do this; if none then – this
Tag all the contacts you want in the workflow and set a trigger filter that it must match the new tag otherwise it will not fire
Then set up the new event for the future date by adding a wait step BEFORE the current one
Delete the old one out
contacts with that specific tag and at that specific step will go back into the workflow and land to the first wait step
Remove the old wait step
Shouldn’t fire off then if you add all the extra conditions in that step
Obviously there’s a engineers way
But that’s just a quick little hack for the basic user to go in and DIY a little easier
Option 2 clone Workflow
Pause it
Change it out
Publish Workflow
Delete the other one
NB
The new changes will not update immediately to apply to those contacts until you tag them
And you’ll have to add them to a workflow that specifically has a go to Workflow step
If they have that tag and matches the edited wait step conditions you can have a look at it in the workflow settings and log to see where the users are and you can manually push any stuck ones using a go-to
You don’t want a loop though
Be mindful of double up emails SMS etc being fired and it’s never best to change things out at last minute
You don’t want that to happen 😉
Just create another workflow to be safe
If you change the time it won’t affect the contacts that are already inside, I’d duplicate the workflow with the right time and move all the contacts across
Lol I had the same issue and pushed 1000 leads thru prematurely it was a mess… glad you are asking for advice first! 🙈
Nail biter. Which one of those 2414 people will be the lucky one to get that one spot left?