topic Workflow: send reminder email if a property doesn't change in Lists, Lead Scoring & Workflows

Workflow: send reminder email if a property doesn't change

MeghanZ — Tue, 03 Aug 2021 20:39:14 GMT

Hello! I'm trying to set up a workflow that I only want triggered if a property doesn't change.

The custom property is a dropdown that allows us to indicate when we have sent a form (not built in Hubspot) out to a partner and when they have completed it.

I have the workflow trigger set to apply to contacts who are marked as "form sent" in this custom property, and have indicated a delay of 21 days before a reminder email is sent to them. If, during those 21 days, this custom property changes on their record (in this case it would change to "form complete"), will they still receive the email since they were triggered in the first place? Or will people only get the email if the trigger still applies to them?

I hope that's clear.

Thank you!
Meghan

Re: Workflow: send reminder email if a property doesn't change

JDobson — Tue, 03 Aug 2021 22:11:53 GMT

Hi Meghan,

Yes, the contact will recieve the email after 21 days if enrolled in the workflow. If you want to send the email only if the contact's property is still marked 'form sent', add if/then branch after the 21 day delay and before the automated email to check if the property is still marked 'form sent.'

Re: Workflow: send reminder email if a property doesn't change

karstenkoehler — Wed, 04 Aug 2021 03:48:19 GMT

Hi @MeghanZ,

There are two ways to approach this. If your workflow looks like this...

... you could switch to the Settings tab and select this option:

Once the custom property changes to "Complete", a contact would be pulled out of that workflow. Probably the easiest option.

Alternatively, you could check after 21 days whether anything has changed about the custom property by using an if/then branch. Your workflow could then look like this:

Let me know if you have any follow-up questions!

Re: Workflow: send reminder email if a property doesn't change

MeghanZ — Fri, 06 Aug 2021 16:46:27 GMT

Thank you! I think this will work.