CRM

HGupta9
Participante

How to build workflow that triggers every 3 months

resolver

Hi Community,

 

I hope you are all well.

 

I am trying to build a schedule based workflow that should run every 3 months, but the options I can see are once, daily, weekly monthly, annually. 

what is the best way you can propose that external comms can go out to our client only once in the beginning of a quarter. 

 

Looking forward to hearing from you.

Many Thanks

Himani

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to build workflow that triggers every 3 months

resolver

Hi @HGupta9,

 

The best option currently is to simply create four workflows, one for each quarter, that are recurring annually.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to build workflow that triggers every 3 months

resolver

@HGupta9 what do you mean by timer? You would set up one annually recurring workflow for Jan 1, one for Mar 1, one for Jul 1, and one for Oct 1. If it is set up as recurring, no delays are needed.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Huntscape-Ops
Membro

How to build workflow that triggers every 3 months

resolver

Hi @HGupta9 ,

 

Is everyone enrolling all at once or is there an active list driving enrollment that people will come through sporadically?  If they are enrolling all at once and everyone finishes the workflow at the same time then you could just add a 3-month delay to the end of the workflow and a step that enrolls them into the next flow. 

 

If they are running off an active list you could use an enrollment workflow that only runs at certain intervals and enrolls batches of people into your main workflow.  As long as there is no time-sensitive info in emails that will become out dates this would be a good option.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to build workflow that triggers every 3 months

resolver

Hi @HGupta9,

 

The best option currently is to simply create four workflows, one for each quarter, that are recurring annually.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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HGupta9
Participante

How to build workflow that triggers every 3 months

resolver

Hi Karstenkoehler,

 

thanks a lot for your prompt response.

do you think it is advisable that I create one workflow annually that have 90 days time delays for next 4 steps?

Many thanks

Himani

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to build workflow that triggers every 3 months

resolver

@HGupta9 no, I wouldn't recommend that. While possible, it complicates considerations around enrollment, unenrollment. There are cases where it's straight forward to the most solid option is four workflows. Gap years alone are a reason to follow that path.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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HGupta9
Participante

How to build workflow that triggers every 3 months

resolver

The workflow that you have proposed I need to keep a timer for next 1 year to build the indivdual workflow for next 3 months interval , right? Or there is another optimal way of me not forgetting this?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How to build workflow that triggers every 3 months

resolver

@HGupta9 what do you mean by timer? You would set up one annually recurring workflow for Jan 1, one for Mar 1, one for Jul 1, and one for Oct 1. If it is set up as recurring, no delays are needed.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva