jul 5, 202210:47 AM - editado jul 5, 202210:48 AM
Colaborador(a) | Parceiro Platinum
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
resolver
I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, leaving our sales rep almost no time to actually interact with the contact.
To avoid this I added a "delay until weekday" step, but I don't this delay to be in effect if I'm already on a weekday. Is this how it's going to work? If not, how can I achieve this result?
Also, I already scheduled the workflow to run on weekdays commercial time only.
The important part: "If you add multiple days to the delay, records will exit the delay on the soonest available day. For example, if your delay includes Monday and Thursday, any contact who enters the delay on Tuesday will be released on Thursday."
In other words: If you delay like below...
If a contact arrives at such a delay, it will simply go on, see this workflow below that I tested just now (on a Tuesday).
In other words, on weekdays, the workflow just executes normally. If a contact arrives at this step of the workflow on a weekend, it would continue on Monday.
The delay section of your workflow would have to look like this:
Scenarios:
Contact arrives on Monday > delay until Wednesday
Contact arrives on Tuesday > delay until Thursday
Contact arrives on Wednesday > delay until Friday
Contact arrives on Thursday > delay until Saturday > delay until Monday
Contact arrives on Friday > delay until Saturday > delay until Monday
Contact arrives on Saturday > delay until Monday
Contact arrives on Sunday > delay until Tuesday
(The working hours would then become redundant.)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
ago 30, 202210:17 AM - editado ago 30, 202210:18 AM
Colaborador(a) | Parceiro Platinum
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
resolver
In my case, we needed a 48h delay always. In the situation you mentioned, the contact is going through the weekday delay on Friday, then stops for 48h, exits on Sunday 14h, and then stops at a weekday delay.
The second "weekday delay" was also set to 7PM, so it will only leave the delay after Monday business time ends, to be worked on the following morning. So it does not get the full 48h (which would be Tuesday 2pm), but close enough.
The important part: "If you add multiple days to the delay, records will exit the delay on the soonest available day. For example, if your delay includes Monday and Thursday, any contact who enters the delay on Tuesday will be released on Thursday."
In other words: If you delay like below...
If a contact arrives at such a delay, it will simply go on, see this workflow below that I tested just now (on a Tuesday).
In other words, on weekdays, the workflow just executes normally. If a contact arrives at this step of the workflow on a weekend, it would continue on Monday.
The delay section of your workflow would have to look like this:
Scenarios:
Contact arrives on Monday > delay until Wednesday
Contact arrives on Tuesday > delay until Thursday
Contact arrives on Wednesday > delay until Friday
Contact arrives on Thursday > delay until Saturday > delay until Monday
Contact arrives on Friday > delay until Saturday > delay until Monday
Contact arrives on Saturday > delay until Monday
Contact arrives on Sunday > delay until Tuesday
(The working hours would then become redundant.)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
resolver
I have similar problems with delays and it is a ticket based one (not worked on for 48 hrs => Notifications)
If a ticket is enrolled on Friday at 2pm, the 1st and last weekday delays don't work because:
1st weekday delay makes no different on Fridays
last weekday delay is basically Settings: execute actions on next Monday
In your answer:
Contact arrives on Friday > delay until Saturday > delay until Monday
If ticket is enrolled on 2pm on Friday, finished at 2pm on Sunday, Notifications will be sent on Monday 8am (working hrs: 8am -4pm), while the delay during working hours is only 2 hrs on Friday, not 48 hrs on working days. We end up receiving hundreds of Notifications on Monday morning which is worth 2-3 business days (Sat + Sun)
jul 26, 202211:58 AM - editado jul 26, 20222:05 PM
Colaborador(a) | Parceiro Platinum
Does a contact ignore a Delay until Monday if it arrives at the delay on a Monday?
resolver
Thanks Karsten, I had inserted the weekday delay before, and I opted to add it before and after. Contacts coming in the weekend should not run their delay during the weekend and leave sooner than expected. Also added in the second "weekday delay" step the last hour of the work day to make sure that a contact that enters the delay late Friday (then runs the 48hrs during the weekend) has at least a full Monday before leaving it.