Created by Ezra Weinstein, Modified on Thu, 13 Oct 2022 at 05:09 PM by Hannah Harris

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.


  Without both, you will only be able to save the workflow, not publish it.


The **** 'Wait' step is a beneficial event that can be used in workflows.


Wait For


There are different Wait Events that can be used depending on your desired outcome**;**


-Time Delayed
- Event/Appointment Time


CRM Events: 
-Contact Reply
-Trigger Link Clicked
-Email Event



It holds a contact for a specific time until a condition exists, or until the contact replies.


Time Delayed


    • Wait
      The contact is delayed for a number of minutes, hours, or days. Once the waiting time or day is over, the 'Wait' event opens the path for the contact to move to the next step.

Advance Window


Once you toggle this on, the only time contact can move to the next step is when their event falls within the window or exact year, month, days, and time that has been set.


Resume On: This is the day of the week


Resume Between Hours: This is the time of the day


Additional Filter: This is used to carry out an event within the year or in months' time.


Event / Appointment time


The contact is delayed on specifies of an event or appointment.


For example, the contact is to reply to a Yes or No question in order to move to the next step, Or an appointment reminder is meant to be sent to a contact at a specific time. These contacts can be held at this step till then.


Wait - Until


You can decide to trigger this action before or after the event or appointment:


    • Before: This can be used to set a reminder for a meeting or an event minute, hours, days before the event.
    • After: This can mostly be used when planning to send contacts a survey or get feedback from them after an appointment or event.
If the timing of the Wait step is already in the past, you can decide how the contact should proceed, either by;


    • Moving to the next step, Or
    • Skipping all outbound communication actions, till the next Wait or Event Start Date action. (Email, SMS, call, and voicemail)

CRM Events:






The Wait option here allows you to hold a contact until a condition is met.


For example, the contact can only move to the next step if they live in Texas, USA.


Add New Segment or Condition


You can add a new segment or condition by clicking on the (+) buttons.


Contact Reply


Reply To


Here, the contact has to reply to a particular event before they can move to the next step.


Trigger Link Clicked


Select Trigger Link


The contact is delayed until they click on the set trigger link in order to move to the next step. You can select multiple trigger links you want the contact to choose from.


Email Event


Pick Email Step To Wait For


Here, you will select the email you want the contact to respond to.


Select Email Events


These are the events you want to be triggered if the contact response falls within it. you can select multiple events you wish to be triggered.




When this is toggled on, a timeout is set for contact. It can be in minutes, hours, or days.


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