Publishing Workflows and Managing the Pause State on Serlzo
Automating your audience follow-ups ensures that leads never go cold and your messaging scales effortlessly. On Serlzo, building a workflow allows you to guide contacts through a customized journey on autopilot, while robust controls like the pause state ensure you maintain full command.
The Foundation: Choosing Your Trigger
Every workflow starts with an action your customer takes. In Serlzo, you can initiate an automated journey using one of these precise triggers:
- Contact added to list: Ideal for triggering welcome sequences when someone joins a specific segment.
- Contact status changed: Useful for pipeline management, such as moving a lead from cold to warm.
- Form submitted: Perfect for instantly delivering lead magnets or follow-ups when someone submits a response.
- Purchase completed: Essential for sending access, receipts, or next steps after a customer buys.
- WhatsApp message received: Great for kicking off automated follow-ups and conversational flows on WhatsApp.
Building and Publishing Your Sequence
Once your trigger is set, you construct the journey using actions and logic.
- Actions: Send messages via WhatsApp, Email, or SMS to keep the conversation going across channels. You can also update CRM fields, add tags, and notify your team.
- Delays: Add wait steps ranging from minutes to days before the next automated event occurs.
- Branches: Send people down different paths based on what they do.
After publishing, Serlzo allows you to monitor activity in real time. You can check your Run history to see every person who entered the workflow, and view the Step status to know exactly what is waiting, completed, failed, or skipped.
Managing the Pause State
Even the best automations need periodic updates. Serlzo provides flexible management controls:
- Pause Anytime: You can seamlessly stop a workflow while you edit, review, or relaunch your campaign. This safely halts the sequence so no outdated messages fire while you make adjustments.
The 'Auto pause' function in Serlzo automatically halts your workflow if the failure level reaches Level 3. This is designed to prevent outdated or problematic messages from firing, allowing you to pause the sequence safely while you make necessary edits or adjustments. You can deactivate this function by toggling the 'Auto pause' button.