Workflows for Immediate Action and Date Centered Actions
Currently, there is not a way to enroll someone in a workflow and have any immediate action, then follow it up with a date-centered action. It has to be two separate workflows.
Here is my case example:
We have a webinar series that starts on April 1st and occurs weekly for 3 weeks. People can start purchasing at any time since there are limited spots available to attend. We want to send someone a confirmation email immediately after their purchase, then send them a reminder email 1 day before each webinar.
Ideally, we could set up a workflow where the enrollment criteria is that the purchase occurred, send an email immediately, then delay until the day before a webinar, send the confirmation email, delay 7 days later, send email, etc.
Instead, we have to create one workflow for immediate action and a separate one for date-centered actions. However, we have 20 different webinars occurring on separate dates and 20 workflows seems a lot more reasonable than 40.
Hoping Hubspot can take this suggestion into their next workflow development project. Thanks!