Lists, Lead Scoring & Workflows

EMcNulty2
Member

Skip a workflow step after a certain date

SOLVE

I have a workflow set up for an event with several emails tied to it. The workflow has a delay set until one week before the event, then an email to remind that the event is a week out.

 

We are now past that date, and the event is several days away, but people that enter the workflow are still being sent that email.

 

How can I skip steps in the workflow when leads enter after a specific date? 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Skip a workflow step after a certain date

SOLVE

Hi @EMcNulty2,

 

When you set up a delay until a date, check this box:

 

karstenkoehler_0-1713589022789.png

 

 

You will then get a branch:

 

karstenkoehler_1-1713589043647.png

 

Contacts arriving at the branch before the date will go down the left one (which could be used for a reminder), contacts arriving at the branch after will go down the right one (which could stay empty).

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Skip a workflow step after a certain date

SOLVE

Hi @EMcNulty2,

 

When you set up a delay until a date, check this box:

 

karstenkoehler_0-1713589022789.png

 

 

You will then get a branch:

 

karstenkoehler_1-1713589043647.png

 

Contacts arriving at the branch before the date will go down the left one (which could be used for a reminder), contacts arriving at the branch after will go down the right one (which could stay empty).

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes