Automation Recipes

How Do I Create an Automation To Send a Follow-up Email When a Contact Has Been Sitting in a Status for a Certain Amount of Time?

This Time-based Automation is helpful if you want to check in with a Contact about their interest in moving forward.

Prior to setting up this Automation, create an Email Template.


  1. Choose the "Time based" trigger type
  2. Select the "Contact" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If Status is "Select appropriate status
  5. Check the radio for "Require all conditions to be true"
  6. Select +Add Action
  7. Choose the "Send Email" Action
  8. Select the appropriate Email Template from the drop-down menu, add your recipient(s), and then Save
  9. Save the Automation when you are finished



Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.