Skip Touchpoint

Skip touchpoint allows you to manually skip a touchpoint in a cadence. You may want to skip a touchpoint due to changing circumstances or if certain actions were already performed on a record outside of the cadence.  

Skipping a step will immediately schedule the next Touchpoint without completing the current Touchpoint.  If there is no wait time between Touchpoints, the new Touchpoint will immediately become due.  Any skipped steps will be reported as a status of "Skipped".

Skip Touchpoint from Cadence Utilities

This can be accessed from Cadence Utilities > Open Touchpoints > Select an Action > Skip Touchpoint

To complete a touchpoint from Cadence Utilities, click on the Actions Dropdown and select Skip Touchpoint. 

Skip Touchpoint from Cadence Actions

This can be accessed from Cadence Actions > Active Cadences > Skip Touchpoint

To complete a touchpoint from Cadence Actions, click on the Actions Dropdown and select Skip Touchpoint. The touchpoint will be skipped and the user will be presented with the next step in the cadence.

Note: there is also the possibility to automatically skip DNC and EOO Touchpoints.