Workflows smart delays

I'd love to have an option in workflows that allows me to set (for example) a 7-day delay but any contact that meets the if/then criteria goes automatically to the next step. This would allow workflows to be smarter and more fluent.

HubSpot updates
3 Replies
Fraser
Occasional Contributor

Surely you can just have the delay after the IF/THEN branch?

 

You would then have two options, either type out the rest of the workflow in duplicate, which would allow you to make minor changes if you wanted to, or you could make the result of the IF/THEN branch an "Enroll in another workflow" and pass them over to a new workflow which would bring the automation back together for each branch.

 

It's not the tidiest solution, but it would work?

Gondyke
Occasional Contributor

This is a good idea - and should be simpler than using multiple, nested if/then statements. 

There are many scenarios where getting information changed or adding someone to a list is important enough that it should happen at the time when the triggering action takes place.

 

For instance, a workflow sends a high-value email to contacts, and if they don't open it in 5 days, sends a follow-up. If the contact opens the email at any time, we want to add them to a list and take other actions, but the normal workflow logic would force us to wait for 5 days before reacting to the contact's activity.

 

Instead, there should be a logical wait that will check for an action like an if/then statement for a set number of days. If on day 2 the contact has taken the action, they're routed to the "Yes" track. If they don't take the action or meet the criteria at the end of the 5 days, they go to the "no" track. 

HubSpot Employee
HubSpot Employee

Hey, great suggestion! I think this would be particularly useful for workflows with nurturing based around email sends. At the moment you have to set a delay before checking if contacts opened/clicked an email, but a smarter delay would allow those who do immediately to pass through and move on, and the workflow could still give others more time to complete the action.