Workflow: send reminder email if a property doesn't change

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MeghanZ
Member

Hello! I'm trying to set up a workflow that I only want triggered if a property doesn't change.

 

The custom property is a dropdown that allows us to indicate when we have sent a form (not built in Hubspot) out to a partner and when they have completed it.

 

I have the workflow trigger set to apply to contacts who are marked as "form sent" in this custom property, and have indicated a delay of 21 days before a reminder email is sent to them. If, during those 21 days, this custom property changes on their record (in this case it would change to "form complete"), will they still receive the email since they were triggered in the first place? Or will people only get the email if the trigger still applies to them?

 

I hope that's clear. 

 

Thank you!
Meghan 

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @MeghanZ,

 

There are two ways to approach this. If your workflow looks like this...

 

karstenkoehler_0-1628048663819.png

 

... you could switch to the Settings tab and select this option:

 

karstenkoehler_1-1628048728754.png

 

Once the custom property changes to "Complete", a contact would be pulled out of that workflow. Probably the easiest option.

 

Alternatively, you could check after 21 days whether anything has changed about the custom property by using an if/then branch. Your workflow could then look like this:

 

karstenkoehler_2-1628048869641.png

 

 

Let me know if you have any follow-up questions!

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
JDobson
Participant | Platinum Partner

Hi Meghan,

 

Yes, the contact will recieve the email after 21 days if enrolled in the workflow. If you want to send the email only if the contact's property is still marked 'form sent', add if/then branch after the 21 day delay and before the automated email to check if the property is still marked 'form sent.'

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

John Dobson
Senior HubSpot Consultant at Pearagon

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karstenkoehler
Solution
Most Valuable Member

Hi @MeghanZ,

 

There are two ways to approach this. If your workflow looks like this...

 

karstenkoehler_0-1628048663819.png

 

... you could switch to the Settings tab and select this option:

 

karstenkoehler_1-1628048728754.png

 

Once the custom property changes to "Complete", a contact would be pulled out of that workflow. Probably the easiest option.

 

Alternatively, you could check after 21 days whether anything has changed about the custom property by using an if/then branch. Your workflow could then look like this:

 

karstenkoehler_2-1628048869641.png

 

 

Let me know if you have any follow-up questions!

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

MeghanZ
Member

Thank you! I think this will work.