How do I stop goals?

This article provides instructions on how to stop goals.

To make sure every goal is available to review at a later time, goals can’t be deleted. However, goals can be paused and/or edited to be completed early.

• Pausing a goal pauses the initial and reply workflows so they can be resumed at a later time.
• Completing a goal closes the the initial and reply workflows and moves them to the Completed status.

For more info on Goal Status see How do I use Hustle goals?

While paused or completed, the following settings of a goal can't be changed:

• Targeting
• Reminders
• Goal type

For more information on targeting, see How do I target contacts in my goals?

Skip to:

• How do I pause a goal?
  • What if messages have already been sent?
  • What if messages haven't been sent?
• How do I close a goal?

How do I pause a goal?

To pause the initial and reply workflows of an Active goal, from the admin panel:

1. Click Groups on the left side of the admin panel > the name of the group with the goal that needs to be paused.
2. Click the goal options menu next to Edit > Pause goal.

To resume the a goal, click the goal options menu > Resume goal.

Agent will see the initial and reply workflows of the goal paused, with a message letting them know the workflow will open when an admin resumes the goal.

What if messages have already been sent?

If messages have been sent in a goal and the goal needs to be changed, admins can pause the goal and duplicate it into their group's goal drafts. This saves admins some time and gets a follow up goal ready to launch.

For more information on how to duplicate goals, see How do I duplicate my Goal?

With the goal draft open, admins can use the Goal Results targeting filter to change the new goals targeting to account for activity in the previous goal.

Detailed instructions on how to use targeting filters can be found here: How do I target contacts in my goals?

What if messages haven't been sent?

If messages haven't been sent, admins can close the goal and duplicate it to create a follow up. For instructions on to close a goal see How do I close a goal?

How do I close a goal?

Goals can also be edited so Active workflows are Completed and removed.

To complete a goal:

1. Click Groups on the left side of the admin panel > name of the group with the goal that needs to be stopped.
2. Click Edit next to the goal you’d like to stop.
3. Scroll down to Step 1: Reach Out.
4. Under Workflows Available At, set the time to be in the past.
5. Under Workflows Close At, set the time to be in the past and within 30 days of the Workflows Available At time.
   • If Reminders are enabled for the goal, take the same steps as above.
     
     
     
     
6. Click Save.
7. You can verify the goal is closed in the left corner which will be marked Completed.