Send Workflows Emails on a Specific Day of the Week

khughes

Right now we have the option to send out workflow emails on Business Days only.

It would also be helpful if we could send a email from a workflow on a specific day of the week (Monday, Tuesday, Wednesday, etc.) consistently.

We could optimize the emails based on our known delivery successes, and also create new styles of campaigns, such as a weekly course like Tuesday Tips.

69 Replies
GiovannaVallin
Member

We need this feature here too!

VagaeNatus
Key Advisor

In our use case, we would like to send a different email if the lead came in on Monday to Saturday (office is open) or if it came on Sunday (office closed)

meharrington
Participant

Hi Hubspot, this feature would be extremely useful for us.  In our case, our sales team works 7 days a week.  Some work Monday – Friday, Some work Tuesday - Saturday and some work Sunday – Thursday.  We want to assign leads in a round robin to only those team members working on the day of week that the lead comes.  More specifically, we need to time it by hour too.  In order to do this, the If statement in the workflow would need to know the current time and the current day of the week.

 

For example, we fire a workflow every time a new lead comes in and want to add the below If Tree to it:

  • If between Sunday 4PM – Monday 6:59:59PM, assign to Monday Team in round robin
  • If between Monday 7PM – Tuesday 6:59:59PM, assign to Tuesday team in round robin
  • If between Tuesday 7PM – Wednesday 6:59:59PM, assign to Wednesday team in round robin

 

Thanks!

Mark

James-Nichols
Contributor

Still waiting on this feature!

jobriant11
Member

+3 for this (we could use on multiple accounts). 

kathyg
Member

HubSpot, this really needs to be implemented.  

CSTAGGS
Member

Would really love to be able to either 1) schedule emails for certain days and have that carry over to the Workflow when adding emails or 2) be able to set specific send dates/times in the Workflow (instead of having to guestimate using Delays). We do a lot of events and want certain emails (registration, reminders, etc) to go on specific dates leading up to an event. Right now, I either have to send emails individually (scheduling them and not including in a Workflow) or adding a delay in a Workflow and hoping the emails go out around the date I really want them delivered. 

SuzNGF
Contributor | Partner

This would also be super helpful as we want people to enroll in our workflows 7 days a week and fire initial enrollment emails, but then only execute the remainder of the workflow during the business week.

fabien_r
Participant

+1

It would be a great feature ! Is there a workaround ?

kathyg
Member

I created a workaround but it is messy.  You have to basically create 2 workflows.  One that will enroll people to workflow #2 that sends the emails. Workflow #1 enrolls people to Workflow #2 on specific dates that will keep the sending on a specific day of the week.  Workflow #1 is set to manually enroll and will send the emails 7 days apart.  Should not have to be this complicated.

Matija2209
Participant

Any movement on this?

jessicaravelin
Member

@kathyg please could you explain how your workaround specifically works?

 

I would like to create a way of enrolling new contacts onto a workflow to send a weekly email at the same time each week. I can have the initial delivery email in a separate workflow if necessary. 

 

 

madguy000
Participant

@kathyg I don't think what you suggested is possible, unless I have completely misunderstood what you wrote. Would you mind sharing your workaround in a step-by-step manner?

madguy000
Participant

I figured out a way, and it's a mashup of automatic and manual effort. It should work if you have up to 3 workflows set up to trigger on specific days of the week. If you have more workflows, this will be too much effort and likely not worth it)

 

Assume we have 2 workflows - W1 for Mon, Tue, Wed, and W2 for Thu, Fri, Sat, Sun. 

 

Manually enrol your contacts to both workflows. Activate W1 or W2 depending on the time of the week.  If the workflow is inactive, the contact won't get enrolled (I wasn't able to find any documentation that confirms or disproves my last sentence, so please let me know if this works. )

 

 

jessicaravelin
Member

@madguy000 

 

How can you choose which day for these workflows? There's no option to choose Monday/Tuesday etc.

madguy000
Participant

@jessicaravelinAs I said, It's manually done. Either 

 

1. Create a workflow that has a step to enrol a child workflow, and swap out that child workflow for the respective day, on that day, or

 

2. The parent workflow enrols all the child workflows (child workflows are for the respective days). You will activate/deactivate the child workflows via the "edit" page.

 

If the workflows are inactive, they won't enrol the contacts. But, the contacts currently enrolled won't execute their actions. That is why I prefer the first option. 

bpotter
Contributor

I haven't read all of the replies, but if this could be a feature in the workflow "steps" that would be huge. Example: We are hosting a client appreciation BBQ. I would like reminder emails to be sent on specific days. If I use a "delay" step then when new clients are added after the workflow is started they will be sent the reminder email late. Adding a step to send emails on specific days allows me to queue everyone up then send an email all at once.

 

It doesn't fix the problem of people being added after the reminder emails are sent. That's a whole other issue.

HollyTalbott
Participant

We would like this to be a feature too.  We want to send out emails on Tuesday mornings and that doesn't seem possible at this time.

Anonymous
Not applicable

We have many HubSpot clients that want a regularly recurring email to send out on specific days of the week. What would be awesome is to have the ability in the workflow under setting to specify the day of the week for the desired trigger action. 

 

I realize date-based workflows are a remedy for this situation but ideally this recurring workflow would provide more flexibility and avoid the issue of scheduled delays. For example, if the time of the desired action passes and the contacts have already been scheduled for the following delay, you have to clone the workflow, and re-enroll contacts back into the workflow. This create more debt in the sense of creating additional workflows, more production, etc. 

mdp23
Member

The original request recently had its 2nd birthday.  Crazy.