Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of a Workflow. This can be useful for many reasons, from appointment bookings/reminders, to follow ups, and more. Now, let’s take a look at how to set up a Wait event.
Step 1: Adding an Action to the Workflow
- Click into the Workflow and click the + icon to add an action
- Choose the Wait action from the list
Step 2: Under “Wait For” choose the type of Wait action you wish to use
There are several options for customizing the Wait action, categorized as Time-based or CRM events. Here’s a brief description of each type of Wait action you can setup:
- Time delay: waits for a set amount of time
- NOTE: You can toggle on the “Advance Window which will specify the time frame the wait period actually counts (i.e. Monday-Friday 9am-5pm). If you have a time delay set for 10 minutes, and someone enters the step on a Saturday, but you have a window set for Monday-Friday 9am-5pm, the time will start at 9am on Monday.
- Event/Appointment time: waits until before or after the event/appointment time
- Choose before or after, and the timeframe
- You can move the Contact to the next step, or skip communications
- Condition: waits for a specific condition to be met (such as a tag being added) - you can customize filters for this to specify your exact condition
- Choose one or more “segment” (condition), and toggle on the timeout if you want to add that feature
- Contact reply: waits for a contact to reply to a communication
- Choose the “reply to” and toggle on the timeout if you want to add that feature
- Trigger link clicked: waits for the trigger link to be clicked
- Choose the specific trigger link and toggle on the timeout if you want to add that feature
- Email event: waits for specific email events
- Choose the step, determine which event(s) you wish the step to run on, and toggle on the timeout if you want to add that feature