SureContact Automation Management Guide

SureContact Automations allow you to build powerful, trigger-based workflows that automatically enroll contacts, send emails, and run actions. This guide explains how to pause, resume, and delete automations, both at the automation level and for individual contact executions.

Understanding Automation Statuses

Every automation has one of three statuses:

Status	Meaning	New Triggers?
Draft	Created but never activated – not live	No
Active	Running – accepting triggers and enrolling contacts	Yes
Inactive	Paused – not accepting new triggers or enrollments	No

Automations Overview

Navigate to Automations in the left sidebar, then select Workflows to view all your automations. 

The list shows the name, current status toggle, execution count, and action buttons.

Pausing an Automation

What Pausing Does

Pausing an automation sets it to Inactive. Once paused:

• No new contacts will be triggered into the automation
• No new enrollments happen
• Contacts already in progress continue – their active steps are not interrupted
• The automation can be resumed at any time

Note: Pausing affects the automation as a whole, not individual contacts already inside it.

Steps to Pause an Automation

1. Go to Automations from the left sidebar

• Click Automations in the left navigation, then select Workflows

2. Find the automation you want to pause

• Locate the active automation in your list – it will show a purple (on) toggle in the Status column

3. Click the Status toggle

• Click the purple toggle next to the automation name to switch it to Inactive

• The toggle will turn grey, indicating the automation is now paused

Note: You cannot pause a Draft automation – it was never active to begin with.

Resuming (Activating) an Automation

What Resuming Does

Resuming sets the automation back to Active. Once resumed:

• New triggers start firing again
• New contacts can be enrolled
• For Sequences: contacts who were cancelled due to the automation being paused are automatically re-enrolled
• Any newly added steps become active for eligible contacts

Steps to Resume an Automation

1. Go to Automations from the left sidebar

• Navigate to Automations > Workflows

2. Locate the paused (Inactive) automation

• Paused automations show a grey toggle in the Status column

3. Click the Status toggle

• Click the grey toggle to switch it back to Active (purple)

Requirements Before You Can Activate

The automation must have:

• At least one trigger configured
• At least one action configured
• For email sequences: valid email steps set up

If any of these are missing, activation will be blocked with a validation message.

Additional Actions via the Three-Dot Menu

Each automation row has a three-dot menu (vertical ellipsis) in the Actions column. Click it to access the following options:

• History – view the execution history for that specific automation
• Clone – create a duplicate of the automation
• Copy to Workspace – copy the automation to another workspace

Deleting an Automation

What Deleting Does

Deleting an automation removes it from your active list. Key points:

• It is a soft delete – the automation and its history are preserved in the background for auditing
• No new triggers will fire after deletion
• Execution history is kept – past contact data and logs remain accessible
• The delete cannot be undone from the UI

Contacts who were actively progressing through the automation at the time of deletion are not automatically stopped; their records are preserved, but no further steps will execute.

Steps to Delete a Single Automation

1. Go to Automations > Workflows

2. Click the trash icon next to the automation

• The trash icon appears in the Actions column on the right side of each row

3. Confirm the deletion

• A confirmation dialog will appear asking you to confirm
• Click Delete to permanently remove the automation, or Cancel to go back

Bulk Deleting Automations

You can delete multiple automations at once using the bulk select feature.

Steps to Bulk Delete Automations

1. Go to Automations > Workflows

2. Select automations using the checkboxes

• Click the checkbox on the left side of each automation row you want to delete
• To select all automations at once, click the checkbox in the header row

3. Click the Delete Selected button

• Once one or more automations are selected, a red Delete Selected button appears in the header area
• Click Delete Selected to delete all selected automations

4. Confirm the bulk deletion

• Confirm the action in the dialog that appears
• All selected automations are deleted in a single batch operation

Pausing an Individual Contact’s Execution

Beyond pausing the whole automation, you can pause a specific contact’s progression individually from the Execution History.

What This Does

• Pauses that contact’s progression at their current step
• Other contacts in the same automation are completely unaffected
• The automation itself stays Active – it continues enrolling new contacts

Resuming a Single Contact’s Execution

To resume a paused individual execution:

• In the History page, find the paused execution
• Click Resume in the Actions column
• The contact continues from the exact step they were paused at, they do not restart from the beginning

Quick Reference

Action	Effect on New Triggers	Effect on In-Progress Contacts	Reversible?
Pause (Inactive)	Stopped	Continue as-is	Yes – Resume anytime
Resume (Active)	Restart	New contacts enroll; sequences re-enroll cancelled contacts	Yes – Pause anytime
Pause single execution	No change	That contact pauses at current step	Yes – Resume that execution
Resume single execution	No change	Continues from exact paused step	–
Delete	Stopped permanently	Preserved in history, no further steps	No (soft delete, UI restore unavailable)

Key Differences: Sequences vs. Workflows

Feature	Sequences	Workflows
Contact tracking	Step-by-step subscriber records	Node-based execution path
On resume after pause	Cancelled subscribers are re-enrolled automatically	Executions continue from last completed node
Re-enrollment	Configurable (Allow Re-enrollment setting)	Can trigger multiple times by nature

Need Help?

If you need any assistance, please email [email protected], and our support team will be happy to help you.