Automation Recipes
      Back to home
      1. Help Center
      2. Automations
      3. 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.

      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 "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

       

      Engage:


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