In our company we try to adhere to a 30 day onboarding period. It would be very good to have a Countdown property which advises how many days are left in the period or how over it is.
I tried doing this with a workflow, but couldn’t find a way to re-enroll a deal every 24 hours.
Status: Idea Submitted
@JimyMason I read your idea, and had an idea - hope this helps!
You could use the set and clear property functions, combined with delays, in a single workflow.
For example:
trigger = onboarding start (whatever your property/event is to start onboarding)
set property (create a new custom property called “onboarding countdown”) to 30
+
delay = 24 hours (or 1 day)
+
clear property onboarding countdown
set property onboarding countdown = 29
+
delay = 24 hours (or 1 day)
+
clear property onboarding countdown
set property onboarding countdown = 28
+
repeat…
@Jnix284 Yeah, I’d thought about going down that track, but wanted to avoid creating all that repetition. It seems like such an easy thing to do, but just couldn’t find a way to get the deal to re-enrol itself on a scheduled basis. I tried re-enrollment if the onboarding countdown had been updated, but didn’t work either.
Maybe if I try clearing the property and populating it as you suggested, then having the enrolment trigger as “is known” it would re-enrol itself?
@JimyMason if you are re-enrolling them in the same workflow, how will you get the number to be less each time?
@Jnix284 ah, you’re right. If I clear it, I can’t decrease it by one. Without clearing it, i wouldn’t be able to re-trigger the “is known” enrolment criteria. Annoying.
@JimyMason once you setup the first series with the delay, you can use the clone > this and all after it, then just decrease the number, repeat. That would at least speed up having to set it up 30 times…
@Jnix284 true thanks for that