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.

Recipe:

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

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