Hi all,
I was setting up a workflow to automate the follow-up after a webinar. I want to branch on “recent sales email reply date” but see that the filter operators are different than if you would use this property in a segment. Has anyone experience with this? Does it work properly and how to interpret this? I can only choose a relative date, not greater or less than x days ago.
I would think greater than this relative date would mean it’s longer ago but not sure… Would like to double check before setting up this workflow.
Thank you in advance!
Hi @NTemmerman,
This works fine on my end:
The open brackets after “Recent sales email replied date (” suggests that you’re not in a contact-based workflow, filtering for the date of the enrolled contact. Could you confirm which object the workflow is based on / share a screenshot of the entire workflow?
If…
- You are in a contact-based workflow
- You are branching by the recent sales email replied date of the enrolled contact
… and it’s not working, I’d recommend reaching out to HubSpot support, then this is a bug.
If you want a quick interim solution, simply create a segment with the same filter, then branch by segment membership.
Best regards
Exactly same here. Working totally fine for me.
