Lists, Lead Scoring & Workflows

mobedi
Contributor

Contact Reaching Goal After Wait Activity

SOLVE

I have a Goal in my workflow to have a contact's Profile Status property reach the "Complete" value.

 

As the last step in the flow, I send the contacts a reminder email to complete their profile. But after that email, i still would like to wait and see if the contact has completed their profile becuase of my workflow.

 

How can I achive this through a workflow? If I put an IF condition after the wait activity to check my contact property, there will be no Yes or No branches for it because there is nothing to do. 

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2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Reaching Goal After Wait Activity

SOLVE

Hi @mobedi

 

Unless I am mistaken, you should be able to have a delay as the last action before the end of your workflow - have you tried that already?

Phil Vallender | HubSpot Website Agency

View solution in original post

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Reaching Goal After Wait Activity

SOLVE

Hi @mobedi

 

Yes, assuming you are using the workflow goal criteria as the 'goal', you should not need to run any checks or other actions for this to apply. Do test it out though if possible. 

Phil Vallender | HubSpot Website Agency

View solution in original post

6 Replies 6
annegaslin
Contributor

Contact Reaching Goal After Wait Activity

SOLVE

We also include additional criteria for "opened X email" in our workflow goals. That way we know our goal completion data (i.e. filling out a form) only includes contacts who were actually influenced by the email in our workflow. Hope that helps!

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Reaching Goal After Wait Activity

SOLVE

Hi @mobedi

 

Unless I am mistaken, you should be able to have a delay as the last action before the end of your workflow - have you tried that already?

Phil Vallender | HubSpot Website Agency
0 Upvotes
mobedi
Contributor

Contact Reaching Goal After Wait Activity

SOLVE

Yes, I am aware of that. So if the goal is reached within the delay, it is taken into account (even though we do not do any further checks)?

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Reaching Goal After Wait Activity

SOLVE

Hi @mobedi

 

Yes, assuming you are using the workflow goal criteria as the 'goal', you should not need to run any checks or other actions for this to apply. Do test it out though if possible. 

Phil Vallender | HubSpot Website Agency
mobedi
Contributor

Contact Reaching Goal After Wait Activity

SOLVE

Sure, I'll test this and then accept yours as answer. Thanks.

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Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Reaching Goal After Wait Activity

SOLVE

Good luck! Smiley Happy

Phil Vallender | HubSpot Website Agency
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