Workflow for Target Account reminders

[SBerry6]

We’re trying to create a workflow that automatically creates a task/reminder if:

-company is a Target Account

-has not been contacted in over 5 days
-has not replied to previous email sent from rep

Ideally we’d like this to repeat 3-4x, then unenroll the company from the workflow if there’s no response in that time.

What property would be best to used for the unenrollment trigger? This is the current draft for a workflow and unenrollment trigger.

Unenroll if:

[karstenkoehler]

Hi @SBerry6,

That looks good to me, as long as re-enrollment is enabled for “Last contacted is more than 5 days ago”.

For the unenrollment criteria, you could consider adding other forms of activity, too (e.g. “Date of last meeting booked in meetings tool is known”).

Other than that I’d say: turn the workflow on and check if it works as intended, there’s little that could go wrong.

Best regards!