Automated emails and workflows don't have a 'Schedule' button but you can use delays or date-centered workflows to do virtually the same thing.
Delays are a workflow action. They will make a workflow 'wait' for a set amount of time (e.g. 4 hours), until a day or time (e.g. Nov 11th) or until an event happens (e.g. form submission). If you add a delay step right before an automated email, this email would be sent once the delay is over.
'Center on a date' (or 'Center on a date property') is a type of workflow. When you create this type of workflow, you can pick a date and add actions (like email sends) x days before the date, on the date or x days after the date.
To also answer your initial question: Without any of the features described above, yes, a workflow would send an email instantly when a contact arrives at a certain action.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Recently I sent out an email from hubspot to the 2 group Email ids that we have in our organization (one for the US and the other for India). But sadly, none of the team mates received those mails. I am not very sure why that might be.
Okay, another question that I have is that I have scheduled a workflow to run between 2-2.30 EST, and the first step is that if a contact is a part of list X he should be sent a mail Y. The workflow is turned on, but I don't see any mail being sent. what could be the problem?
Thanks for such a prompt reply. Another thing, I started my workflow, the first email was sent and then I had put an action for if/then branch. But post that the other mails are not getting sent out. Could you help me with the workflow if I let you know my account details?
Automated emails and workflows don't have a 'Schedule' button but you can use delays or date-centered workflows to do virtually the same thing.
Delays are a workflow action. They will make a workflow 'wait' for a set amount of time (e.g. 4 hours), until a day or time (e.g. Nov 11th) or until an event happens (e.g. form submission). If you add a delay step right before an automated email, this email would be sent once the delay is over.
'Center on a date' (or 'Center on a date property') is a type of workflow. When you create this type of workflow, you can pick a date and add actions (like email sends) x days before the date, on the date or x days after the date.
To also answer your initial question: Without any of the features described above, yes, a workflow would send an email instantly when a contact arrives at a certain action.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Okay, if I have added delays between 2 mails, and the workflow is off for the weekends. So, if I set a delay of 1 day after a mail that was sent on Friday, would the next mail be triggered on Monday or Saturday?
Delays execute outside of business hours, actions don't (explained here). In your specific scenario: If a contact enters a one-day-delay on Friday but Saturday/Sunday are not included in the workflow business hours, then the next email would be sent on Monday.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer