Lists, Lead Scoring & Workflows

CateDuarte
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Workflow delays

SOLVE

Hi.

Doubt, I  am preparing a WF with if/then branches. Is there a diference between including the delay before setting the if/then action or after, when setting the branches? 

Is there any recommendation here? 

 

Thanks!

Catarina 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow delays

SOLVE

Hi @CateDuarte,

 

Yes, there is, especially if you're waiting for actions by contacts. Let's take this workflow:

 

Version 1

Contact is enrolled

Send marketing email

Delay 7 days

Check if email was clicked

Send a follow-up email if contact did not click first email

 

Version 2

Contact is enrolled

Send marketing email

Check if email was clicked

Delay 7 days

Send a follow-up email if contact did not click first email

 

In version 2, HubSpot would send the marketing email and, within split seconds, check immediately whether the email was clicked – which of course it can't have been. It's only been split seconds. The contact needs time to actually interact with the email before we then check, after 7 days. In version 2, all contacts would go down the branch of contacts who did not click. Not a single contact can click that fast.

 

This is of course a very specific example. Sometimes, it doesn't make a difference, adding a delay before a branch however means that you're workflow is leaner (one delay instead of multiple delays depending on the number of branches).

 

If you have a specific example, feel free to share a screenshot.

 

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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow delays

SOLVE

Hi @CateDuarte,

 

Yes, there is, especially if you're waiting for actions by contacts. Let's take this workflow:

 

Version 1

Contact is enrolled

Send marketing email

Delay 7 days

Check if email was clicked

Send a follow-up email if contact did not click first email

 

Version 2

Contact is enrolled

Send marketing email

Check if email was clicked

Delay 7 days

Send a follow-up email if contact did not click first email

 

In version 2, HubSpot would send the marketing email and, within split seconds, check immediately whether the email was clicked – which of course it can't have been. It's only been split seconds. The contact needs time to actually interact with the email before we then check, after 7 days. In version 2, all contacts would go down the branch of contacts who did not click. Not a single contact can click that fast.

 

This is of course a very specific example. Sometimes, it doesn't make a difference, adding a delay before a branch however means that you're workflow is leaner (one delay instead of multiple delays depending on the number of branches).

 

If you have a specific example, feel free to share a screenshot.

 

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.