Pausing nurturing emails while sales person is on leave

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi

We have a number of nurturing workflows running where emails are sent from contact owners. I’ve had a request to stop sending emails from a specific person whilst they’re on leave next week. I wanted to check:

  1. What is the best way to do this - off the top of my head I’m thinking of excluding prospects owned by this person from the list criteria.
  2. If we do stop sending from this contact for a week, what will happen to the prospects once they requalify for the list criteria? Will they restart the workflow process from the beginning or, pick up from where they left off?

Thanks in advance.

Lucy

2

Hi @LBeeson,

What exactly is the call-to-action in those emails? Booking a meeting, replying to an email, calling?

HubSpot doesn’t have any out-of-the-box functionalities here. If your workflow contains a set of automated emails, it’s unfortunately not that easy to set this up. It would increase complexity quite a bit, hence my question about the call-to-action. If it’s a meeting booking, the rep’s calendar would reflect their ability, the prospect would book a time when they’re back, Bob’s your uncle.

Here’s how I would approach this if you still want to set this up.

  1. Create a custom property “Contact owner on a leave”
  2. Set up a separate workflow that sets the value of this property to “No” for all contacts
  3. In your nurturing workflows, before each action that sends an email, set up a branch that checks whether the “Contact owner on a leave” property has the value “Yes”
  4. If it doesn’t, proceed like before.
  5. If it does, delay the workflow until the property value is “No”, then use the “Go to action” workflow action to jump to the next email

When a sales rep is on a leave, bulk edit all of their owned contacts so that “Contact owner on a leave” has the value “Yes”.

This would have to be done for all workflows and I’d recommend testing this before setting it live. The above logic should work but I haven’t tested it in live conditions so the sensible thing would be testing this first.

Best regards!