There are many reasons why clients may need to request a pause on communications, they’re out of town, injured, moving and more. Through the Dashboard, you have the ability to pause automations for individual clients for a specified length of time, giving them a good client experience and still being able to access their information when you need!
Pause Automations
In a few steps, Loyalsnap has made it simple to respect and adjust a client’s automated communication preferences!
- Navigate to the Client Details page of the client you would like to pause Automations for
- Click the ellipsis (…) menu to the right of their name
- From the drop down menu, select Pause Automations
- Select the date you would like to pause Automations until
After this date, the client will resume receiving automated communications. Once paused, a reminder will appear under the clients name to indicate when they will begin receiving Automations again!
Resume/Unpause Automations
There may be instances where you can resume Automations for a client at an earlier date than they were paused until! With this tool, you can cancel the pause at any time.
- Go to the Client Details page of the client you would like to unpause automations for
- Click the X next to their paused automation date reminder
A pop-up confirmation will appear to confirm you’d like to unpause the Automations
- Click Unpause to resume Automations for your client