Connect by JBRH Open Connect

Stopping a cold sequence

A cold sequence stops the moment a stopping event occurs, not at the next scheduled step. Any reply stops it. So does a do-not-contact entry, an unsubscribe, a suppression, a person stopping it by hand, and identity resolution discovering that the organisation is already a relationship. Delay here has no upside and one very visible failure.

Status
Available What this means
Audience
both
In the app
#/prospects, #/follow-ups, #/autonomy-audit
Last verified
Product version
6.3.2

Why immediacy is the whole design#

A sequence that checks its stop conditions only when the next message is due is a sequence that sends one more message after somebody asked it not to. The gap can be days; the recipient experiences it as being ignored, and no explanation afterwards repairs that.

So stopping is an event, not a scheduled check. A reply, a refusal or a suppression takes effect when it happens, and the pending work is stopped then. This is the same discipline the follow-up queue uses everywhere: a commitment can be stopped for one thread or for one person, and stopping is not a state a later job discovers.

Every stopping event#

EventScope of the stopReversible?
Any reply at allThis prospect's cold pathNot as a cold path — it is a conversation now
Do-not-contactEvery channel, every future conversationBy a person only; never by the Assistant
UnsubscribeThe channel the recipient acted onBy the recipient, in practice
A hard delivery failureThat routeOnly if the route changes
A person stops itOne thread, or one person entirelyYes — a person can restart what a person stopped
Identity resolution matches an existing relationshipThe cold path ends; the relationship continuesNot applicable — nothing was wrong
The channel's autonomy is set to offEverything on that channelYes, by changing the mode

Notice that a stop and a pause are different. Setting a channel to draft_only does not stop a sequence — it writes and stops before sending, which is a different thing you may want when you are watching what Connect would say rather than ending an outreach effort.

Stopping one by hand#

  1. Decide the scope: this thread, or this person everywhere.

    Result Stopping the thread leaves other conversations with the same person alone; stopping the person covers every channel and every future conversation.

  2. Give the reason.

    Result Whoever inherits the account can tell a deliberate stop from a lapsed one, which is the difference between a considered decision and an unexplained silence.

  3. If the answer is *never again*, record do-not-contact rather than stopping the sequence.

    Result A stop ends this effort; a do-not-contact entry holds across channels and outlives whoever set it.

  4. Check the follow-up queue afterwards.

    Result A pending commitment created before the stop is visible there, and seeing it empty is the confirmation that nothing is still due.

Confirming it actually stopped#

The follow-up queue
The clearest evidence. A stopped sequence leaves no dated commitment behind; anything still listed is still going to happen.
The decision log
Refusals are recorded as decisions, so a suppression that stopped a send appears with the rule that produced it.
The prospect record
Already-contacted stays set — stopping does not rewrite history, and it should not, because the business was in fact written to.
The conversation
A held message that was never sent leaves nothing on the recipient's side. There is no message to recall because none was handed to a provider.

Questions#

If a prospect replies angrily, do I need to do anything to stop the sequence?

The sequence is already stopped — any reply ends the cold path. What you may want to add is a do-not-contact entry, which is durable and cross-channel in a way that a single stop is not.

Does stopping one prospect affect the whole search?

No. A stop applies to a thread or a person, not to the criteria that found them. If you want a whole category to stop appearing, add a disqualifier to the criteria instead.

Can the Connect Assistant stop a sequence for me?

It can stop follow-ups and act on records within its rights, which are narrower than a person's. Clearing a do-not-contact entry is outside them entirely — that asymmetry is deliberate, because the safe direction to be wrong in is not sending.