Advancing a Contact Manually (within an automation)
In an automation, I have a contact currently on a "wait/delay" step... How do I manually move him off that spot onto the next spot now (skipping the delay)?
What happens after the delay period? Do you want to continue running the rest of the automation or should the automation just stop?
I tend to avoid long automations for this reason. Instead, I create small automations and chain them using tags. If I add a tag, it kicks off the next automation in the chain.
You could have your automation with the delay add a tag once the delay is over, which then kicks off the next automation you want. That allows you to manually advance a contact by just adding the tag instead of waiting for the delay to complete.
Thanks so much for your reply...
This particular one, yes, a tag is added after the delay. But my question is in general because I could easily have been dealing with an email or a webhook or something, then I would need to "move them" forward to receive the email or or send the webhook... In some CRMs, you can push a button like "advance" or "push to next step" and the contact would move along the workflow to the next step.
I was just looking for some functionality like that (if possible).
System Surgeon Agency I can understand. ConvertKit (or Kit now) has that feature. There are Events (like adding or removing a tag) that pull the contact forward past a delay or anything else to that point in the automation. I don't think that exists in FluentCRM or most other tools I've used.
I see... Thanks