How to Preview a Contact's Next Steps
Tap on a contact in your ProLine account and select "Preview Next Steps" this will bring up the Preview Next Steps dialog for the contact.
You will see any upcoming steps scheduled to run for the contact, including the exact text that is scheduled to be sent for any email or text automations.
Edit Upcoming Automated Messages
Tap on "edit email" or "edit message" to edit an upcoming scheduled email or text message for a contact. This only affects the current contact and does not change the standard template used for all contacts that the step runs for. The newly edited version of any automation will be used instead of the standard template, for the current contact only.
Also note that once a step is edited, any changes to the standard template made on the campaign sequence editor page will not affect the scheduled edited automated message. If you wish to revert an email or text message to the standard templates, select "revert to step's template" and save.
Change When Upcoming Steps Will Run
On the Preview Next Steps dialog, select "New Date," Then select a new date from the dropdown and then "Change" to finish rescheduling the upcoming automation. The upcoming automations will now run on this date instead of the date they were previously scheduled for.
Skip Delay and Immediately Run Steps
On the Preview Next Steps dialog, select "Run Now." Confirm that you want the step(s) to run immediately. All upcoming scheduled steps will run.
Change Upcoming Steps to Different Steps in the Same Campaign
On the Preview Next Steps dialog, select "Change Step" and then select a step from the dropdown. Previews of the upcoming steps, that will run or be scheduled if you change to the new step, will be displayed below the dropdown. select "Change" to switch the contact to the selected step.
Pause a Campaign's Automation for Contact
On the Preview Next Steps dialog, select "Pause" and then confirm that you wish to pause automation for the contact. This pause only applies to the current contact in the current campaign. Automations will resume if the contact is moved to a different campaign.