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:

  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 equal to "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 Rule when you are finished

    Screenshot 2022-11-15 at 1.08.45 PM