1. Feature Overview
The Wait Until Workday condition allows you to distribute work to users only on their workdays. When set-up, only users who have signed-in, basis the Workday Templates you’ve set-up, will be assigned leads, opportunities, activities and tasks. This will ensure that users get notified only when they log-in to work.
To know more about automations, please refer to Automation Home.
2. Example Use Case
When a new lead is created and assigned to a user who’s currently offline. In this instance, the user won’t get a notification until he/she logs in to work for that day.
3. Prerequisite
To enable this feature in your account, contact your account manager, or write to support@leadsquared.com.
4. Procedure
- Access an existing automation or create a new one by navigating to Marketing>Automation.
- Click the
icon, and then click Wait Until Work Day. - Enter the User and Default User. If required, add mail merge fields.
- Select if you want to continue the next action in the automation or exit the automation if the User and Default user do not have a work day within a certain amount of time (customizable in minutes, hours, days, weeks, months, or years).
- Once you’re done, click Save. Then, add an action to the condition.
Note:
- To assign a lead owner or opportunity owner, use the mail merge fields by clicking the
box. - The Default User is the back-up user in your organization, to whom the work will be given to, incase the primary user is unavailable.
- Work day template time blocks are also supported, For example, if a user has two working blocks: 10 AM – 2 PM and 4 PM – 8 PM, and a lead enters an automation at 3 PM, the lead will be distributed between 4 PM and 8 PM.
Any Questions?
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