What to expect when adding contacts to a date based workflow?SOLVE
Jun 21, 2017 8:57 PM
I'm trying to understand what performance to expect with a date based workflow I'm considering in support of a very simple event. I've set the workflow around the event date with an invitation sent x days in advance, and a few if/then branches sending reminders or confirmations closer to the date depending on response.
My question is, if I manually enrol a contact in the workflow (or they meet the enrolment criteria) after the first email has been sent, do they start the workflow at the beginning (ie: receiving the first email), or just the next scheduled action based on when they're enrolled relative to the event date?
Thanks for any insight!
Solved! Go to Solution.
Jun 22, 2017 3:21 AM
If contacts are enrolled in a date based workflow, actions that were scheduled to happen in the past will not apply to them. They will go straight to the point where the next future action is.
A word of caution. Unless there is a delay step in place, workflow actions like if/then branches happen immediately. So, if using an if/then branch to check email interaction, make sure there is a delay or it will run before anyone has even had a chance to open the email and the results will all be negative.
Hope this helps.