Is it possible to batch progression in workflows? I have a list of ~7k contacts to receive a marketing email, but want the workflow to send weekly in batches of 150 contacts at a time. Is there a way to automate this or add in criteria to the workflow to accomplish this?
Hi @CSlaughter3,
Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve this, typically, is with a branch of the type random split: you create as many random split branches as you want (in your case ~46), then, in each branch place a delay (1 week, 2 weeks, 3 weeks, or actual dates, Feb 17th, Feb 24th etc). After each delay, you eventually place your marketing email. (Keep in mind that you can clone actions and that you can also use the ‘Go to other’ action to save yourself time when setting up repetitive automation like this.)
You will not get exactly 150 contacts at a time with this, since it’s a random distribution. If you want exactly 150, I’d recommend exporting your list, then assigning an identifier to each group of 150 (group A, group B, group C, group D). If this is a dropdown property, you can create a ‘value equals’ branch, have HubSpot create one path per group and you’ll get the exact distribution you want. Delays and email sends after that would be set up as described above.
Best regards
Hi @CSlaughter3,
Since workflows handle contact records one by one, there is no specific setting for this, no. The easiest way to achieve this, typically, is with a branch of the type random split: you create as many random split branches as you want (in your case ~46), then, in each branch place a delay (1 week, 2 weeks, 3 weeks, or actual dates, Feb 17th, Feb 24th etc). After each delay, you eventually place your marketing email. (Keep in mind that you can clone actions and that you can also use the ‘Go to other’ action to save yourself time when setting up repetitive automation like this.)
You will not get exactly 150 contacts at a time with this, since it’s a random distribution. If you want exactly 150, I’d recommend exporting your list, then assigning an identifier to each group of 150 (group A, group B, group C, group D). If this is a dropdown property, you can create a ‘value equals’ branch, have HubSpot create one path per group and you’ll get the exact distribution you want. Delays and email sends after that would be set up as described above.
Best regards