Hello all,
I'm setting up engagement programs that are meant to move a person sequentially through various steps if they get stuck. Once they've completed a step, I label them as engaged for that program and then add them to the next program. The problem is, I need a way to add a wait step before the email sends to give the person the time to organically take the next step without our encouragement, i.e. email. I'm using Salesforce activity as the trigger to tell me when someone has completed a step and is therefore ready for the next engagement program, but I need to wait 24 to 48 hours before the cadence can start. Because I'm using triggers to add someone to a campaign, they could be added everyday of the week, I can't figure out a way to wait two days from the time of being added to an engagement program before the first email sends. This is critical because if they organically take the next step, I don't want to send them an email encouraging them to do what they just did. Some people will get from step A to step D in a matter of days, but lots of people get stuck along the way. I only want to nurture those who get stuck.
This is only my 2nd time using engagement programs so hopefully I'm just missing something really simple here. Any thoughts/suggestions would be greatly appreciated. Thanks!
Anna
Hi again Anna,
OK, that's clearer
In the flow that adds people to the engagement program, if you add a "wait 2 days" prior to adding people to the EP, then you can make sure that they will always have AT LEAST 48 hours before getting the first email. But this is a minimum, not a maximum. the max will depends on when in the next cast after the 48 hours delay expires.
I would rather use a regular flow to do this:
Smart list:
Flow:
then you do the same for the other stages
-Greg