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Lead Automation Conditions – Wait

The wait condition lets you delay an action or condition for a specified period. A few of the many applications of this feature are listed here –

  • Delay sending emails to avoid flooding a lead’s inbox.
  • Wait till a lead score exceeds ‘x’ number and then change the lead stage.
  • Wait a certain amount of time to see if a lead has performed an activity (Email opened, email link clicked, etc.) and then send a follow-up email.
  • Wait till a lead’s stage changes from ‘Opportunity’ to ‘Customer’ and then send ‘Customer-only’ discount emails.
  • Send email campaigns on specific occasions (birthdays, festivals, etc.).
  • Wait till a sales user has sold a product and then send a thank you email.

Note: Daylight savings are accounted for when you choose a specific date and time to wait until. This functionality is configured for all time zones that observe daylight savings. You can edit your time zone and other profile settings here.

 

Setting up the ‘Wait’ Condition

Click the Wait condition highlighted above to see the Set Wait Condition pop-up.

Here you can specify the time period to delay the action in two different ways –

 

1. For a Specific Amount of Time

Allows you enter the time delay in minutes, hours, days, weeks, months and years. In addition, you can also set the exact day of the week and time of day that you want to wait before the next action. Use the highlighted checkbox to pick a day and set a time.

 

2. Until a Specific Date & Time

Allows you to enter the date and time till which the succeeding activity will be delayed. Click the checkbox highlighted below to use this feature.

If you are giving an Email action, you have the option to give another condition called Wait Until. This condition allows you to delay until an Email activity is satisfied by the Lead in order to proceed to another action.

To add the Wait Until condition:

After an Email action, click Wait Until under Conditions. The Set Wait Until Condition pop-up box appears.

set wait until

Here you can the specify the Email condition and the Email Campaign which the Lead should satisfy in order proceed to the next action.

set wait until2

set wait until3

Note: You can add multiple conditions here. Select Any Condition, if you want your Lead to satisfy any one of the conditions that you provide. Select All Condition, if you want the Lead to satisfy all the conditions that you provide.

Click Save when you’re done.

 

Example

A sample image of an automation with the Wait Until condition is given below:

Here, after the new lead is created, an Email is sent to the Lead. After this, a Wait Until condition to wait until the Lead opens the first Email is given. If the Lead opens the Email, the Lead Stage of the Lead is updated to ‘Opportunity‘.