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Deactivating and Reactivating Visual Workflow Automations

Article: 000050863
Updated: July 29, 2024

While visual workflows cannot be deleted, they can be deactivated. Deactivated workflows will not fire.

With the Visual Workflow builder, Lead Gen & CRM offers an interface for you to develop and visualize the journeys for your leads. 

This article will show you how to deactivate or reactivate a visual workflow.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

Light Bulb IconTip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

 

Deactivating or Reactivating Visual Workflows

Visual workflows cannot be deleted. They can, however, be deactivated. Deactivated workflows will not fire. You can deactivate and reactivate workflows as necessary. 

Note: You cannot activate visual workflows without a trigger.

Starting from the Automation > Visual Workflow section in the left toolbar, complete the following steps:
  1. Click the Active drop-down menu and select Active or Inactive.
  2. Click   12more.png   Options next to the desired workflow and select Activate or Deactivate.

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  3. If you are deactivating a workflow, select one of the following:
    • Cancel all scheduled events.
    • Keep scheduled events and do not allow workflow members to progress beyond their current branch.
    • Allow workflow members to continue, including branching triggers.
  4. Click OK.

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Toggle Workflow Active Status

You can set a visual workflow's activity status from within an existing workflow. To deactivate or reactivate from within the visual workflow, do the following:

  1. Click AutomationVisual Workflows in the left toolbar.

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  2. Click the name of the visual workflow.
  3. Optionally, enter the name of the desired workflow in the Search Workflows text box.

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  4. Click the Workflow is toggle.

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Deactivated visual workflows will have the Inactive status. Activated visual workflows will have the Active status. Deactivated workflows will not fire. Actions that occurred from the workflow firing in the past will not be affected. 

 


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