Add a step in a workflow to ensure a contact doesn't receive automated email multiple times

[dwightbailey]

I have a workflow that sends a follow-up email to every contact that downloads something from our website (as a result of filling out a form).

If the contact downloads multiple things across a few days, I don't want them receiving the email over and over again - I only want them to receive the f/up email once and then not again for a month.

How do I set this up in the workflow please?

Thanks,

Dwight

[karstenkoehler]

Hi @dwightbailey,

If you want to have a timer on this, you would need a custom date contact property. You could call this "Last follow-up email send date".

In your content offer workflows, you would do the following:

1. Enroll contacts as usual
2. Create an if/then branch that checks whether the Last follow-up email send date is more than 30 days ago.
3. If it is, add an action to send the follow-up email. Then use the Set property value workflow action to set the value of Last follow-up email send date to the date of the step.
4. If it is not, proceed without sending the follow-up email.

Let me know if you have any follow-up questions!

[dwightbailey]

Thanks v much @karstenkoehler Can you tell me if I'm doing this right?

[karstenkoehler]

Hi @dwightbailey,

Could you share a screenshot of the entire workflow? The second branch looks off and not like what I suggested in my reply.

Best regards

[dwightbailey]

[karstenkoehler · Accepted solution]

Hi @dwightbailey,

This is what it would have to look like:

Best regards

[dwightbailey]

Tks v much for your help..............how do I get the "first check" bit onto the if/when branch?

[karstenkoehler]

Hi @dwightbailey,

This is set automatically when you create an if/then branch with two options. Just save the if/then branch action and it'll look like that.

Best regards