the possibility of sending an email depending on the time

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hello,

Can I set up the workflow to send a confirmation e-mail if the lead has completed the form between 9am and 4pm and another confirmation e-mail if the lead completes the form between 4pm and 9am?

2

Hi @KStajniak,

Yes, I prefer to set this up with two workflows – one for each set of working hours (these can be specified in the settings tab of the workflow).

In terms of workflow actions, these two workflows are exactly identical. It’s just that one runs between 9am and 4pm, the other between 4pm and 9am.

As an enrollment trigger, you would use the form submission. If you were to set the workflows live now, contacts would receive emails from both workflows, only at different times of the day. This can be prevented with a workflow goal: As a workflow goal, you would specify that a contact has received this confirmation email.

If workflow 1 runs and sends the email, the contact is automatically unenrolled from workflow 2 because the contact now meets the goal criterion – and vice versa.

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

Best regards!

3

Hi Karsten.

Thank you for your advice. I’ll try and let you know.

4

Hi @karstenkoehler

However, I need more information.

I created a form, two different emails, and two workflows.

  • Mail 1 - should be sent from 9:00 a.m. to 4:00 p.m. with information that someone will contact you within 1 hour
  • Mail 2 - should be sent from 4:00 p.m. to 9:00 a.m. with information that someone is in general contact with you

and I have two workflows,

  • Workflow 1 - Runs from 9:00 AM to 4:00 PM
  • Workflow 2 - Runs by 4:00 PM to 9:00 AM

and Workflow 1 has a goal of “received Mail 1” and which goal should I set in Workflow 2? Maybe “received Mail 2” or none? Or should the goal be “received Mail 1”

5

Hi @KStajniak,

The workflow goal should be: contact was sent email 1 or contact was sent email 2.

Best regards!

6

Hi,

in both workflows it should be: “contact was sent email 1 or contact was sent email 2”?

7

Hi @KStajniak,

Correct. If the contact have received either email, they should leave the workflow immediately.

Best regards

8

Thank you for your help, Karsten.