Table of Contents
Wait
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
The wait event is a unique type of workflow action designed to pause the contact at a specific step in the workflow until a desired condition is met. This useful tool is handy when waiting for a tag, appointment, event, specific time, or contact reply.
Wait For
There are different Wait Events that can be used depending on your desired outcome**;**
Time-Based:
Time Delayed
Event/Appointment Time
CRM Events:
Condition
Contact Reply
Trigger Link Clicked
Email Event
Time-based:
In a Time-Based Wait Event, a contact is held for a specific time until a condition is met or until the contact replies.
Time Delay
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WaitThe Wait option allows users to delay the contact for a designated amount of minutes, hours, or days. Once the waiting time has passed, the Wait event opens up the path for the contact to move to the next designated step in the workflow.
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Advance Window Enabling the Advance Window option allows contacts to move to the next step only if their event falls within the exact year, month, days, and time frame that has been set.
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Resume On: The Resume On option allows users to choose a specific day of the week.
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Resume Between Hours: The Resume Between Hours option enables users to select a specific time of the day.
Additional Filter: The Additional Filter is used to carry out an event within the year or in months’ time, making the filtering process more precise and detailed.
Event / Appointment time
The contact is delayed on specifies of an event or appointment.
For example, the contact is to reply to a Yes or No question in order to move to the next step, Or an appointment reminder is meant to be sent to a contact at a specific time. These contacts can be held at this step till then.
Wait – Until
You can decide to trigger this action before or after the event or appointment:
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After: This can mostly be used when planning to send contacts a survey or get feedback from them after an appointment or event.
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Before: This can be used to set a reminder for a meeting or an event minute, hours, days before the event.
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Exact Time: Exact time is used when you would like certain workflow actions should happen at the time when a specific event occurs. So instead of using minutes or hours as a reference points such as 20 minutes before or 10 minutes after, this will be used to fire at the exact time of the event.
NOTE: If the timing of the Wait step is already in the past, you can decide how the contact should proceed, either by :-
Moving to the next step, Or
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Moving to the specific step Or
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Skipping all outbound communication actions, till the next Wait or Event Start Date action. (Email, SMS, call, and voicemail)
CRM Events:ConditionSegmentThe Wait option here allows you to hold a contact until a condition is met.For example, the contact can only move to the next step if they live in Texas, USA.
Add New Segment or ConditionYou can add a new segment or condition by clicking on the (+) buttons.
Contact ReplyReply ToHere, the contact has to reply to a particular event before they can move to the next step.
Trigger Link ClickedSelect Trigger LinkThe contact is delayed until they click on the set trigger link in order to move to the next step. You can select multiple trigger links you want the contact to choose from.
Email EventPick Email Step To Wait ForHere, you will select the email you want the contact to respond to.
Select Email EventsThese are the events you want to be triggered if the contact response falls within it. you can select multiple events you wish to be triggered.
TimeoutThese are the events you want to be triggered if the contact response falls within it. you can select multiple events you wish to be triggered.
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