UReach

Ureach

This article provides a guide to pausing & resuming specific prospect(s) within a currently active campaign

1.0. What is Pausing a Prospect

Pausing a prospect within a campaign occurs in one of two ways: Automated pausing, and manual pausing. 

1.1. Automated Pausing

Automated pausing is the system automatically pausing the campaign for a prospect within an active campaign. 

The system will only automatically pause a campaign when a prospect has responded to a message within the campaign.  

This occurs to ensure that once a prospect has responded, no further unnecessary outreach is occurring.  

If the prospect has responded with something that may be following up with a part of their already set campaign, they may choose to “resume’ the campaign, as will be outlined below in section 2.0. 

1.2. Manual Pausing 

Once a prospect has entered into the users campaign, they are automatically filtered into the automated messaging system set up within said campaign.

If the user does not wish to initiate or continue messaging to a specific prospect, they may choose to “pause” this messaging.

Pausing the prospect ensures that no more outreach will occur for those chosen prospect(s) past the steps that have already occurred. 

If the user later decides they would like to continue messaging, they may ‘resume” this prospect to initiate messaging as outlined below in section 2.0. 

2.0. What is Resuming a Prospect 

Resuming a prospect is the option to resume automated outreach messaging for a chosen prospect once they have been paused. 

In resuming a prospect within a campaign, the user may choose which step in a simple sequence that they would like to resume on.

This means that the user may choose to skip step 2 and move on to step 3, if they so choose, based on the response of the prospect. 

3.0. How to Pause a Campaign for a Prospect In the Inbox

1. To pause a campaign, the user will click into their inbox located on the navigation bar on the left of their screen.

This will bring the user to the inbox of sent messages and responses.

2. Click on the conversation with the prospect whose campaign is to be paused

3. On the right, the profile card will be open and show the information of the prospect, the name of the campaign, the stage at which they are in the campaign, and a button that says “pause campaign” as pictured below. 

4. To pause the campaign, click “pause campaign” as highlighted in yellow in the photo above. 

5. The button will now say “resume campaign” [section (5.0)] as the campaign has now been paused. 

4.0. How to Pause the Campaign in the Prospects Tab 

1. Click on the prospects tab, the user will be in the “my prospects” folder

2. The user may now search for the prospect that they would like to pause by either scrolling through their tab or using the

filter icon filters found in the top right corner to search for specific names 

3. Once the prospect has been found, the user may click anywhere in the white tab to open the conversation. This area is highlighted in yellow in the reference picture. 

4. Now the conversation with the prospect will open and show the same information as listed in section 3.0. Click “pause campaign” to pause the campaign for this user. 

5.0. How to Resume a Campaign for a Prospect In the Inbox 

1. To resume a campaign, the user will click into their inbox located on the navigation bar on the left of their screen.

This will bring the user to the inbox of sent messages and responses.

2. Click on the conversation with the prospect whose campaign is to be resumed

3. On the right, the profile card will be open and show the information of the prospect, the name of the campaign, the stage at which they are in the campaign, and a button that says “resume campaign” as pictured below. 

4. To resume the campaign, click “resume campaign” as highlighted in yellow in the photo above. 

5. The button will now say “pause campaign” [section (3.0)] as the campaign has now been resumed. 

6.0. How to Resume a Campaign in the Prospects Tab 

1. Click on the prospects tab, the user will be in the “my prospects” folder

2. The user may now search for the prospect that they would like to resume by either scrolling through their tab or using the filter icon filters found in the top right corner to search for specific names 

3. Once the prospect has been found, the user may click anywhere in the white tab to open the conversation. This area is highlighted in yellow in the reference picture. 

4. Now the conversation with the prospect will open and show the same information as listed in section 5.0. Click “resume campaign” to pause the campaign for this user.