Set wait step to a specific day | Voters

Set wait step to a specific day

under review

Premier Tech Team

It would be awesome to set a wait step in the workflows to a specific day of the week so we can set a recurring workflow that will run on that day. Also to be able to set it for the 2nd, 3rd. 4th day of the week etc.

December 16, 2023

Wilky Colin

The ability to wait on a custom date

Divyam Bhadoria

Merged in a post:

Wait options expansion

Onno Vrijburg

First off let me say I love the wait functionality but as with everything you love, you always want more and this is no exception. 
Can you add options for wait to allow to wait until the next Day of Week (eg. I want the automation to wait until the next Tuesday because I have a Friday special that I want to post on Tuesday)
Can you also add options to wait for the next Day in the Month (eg. I have some event happening on the 15th of every month and I want the automation to wait until the 15th to continue)
I know I would love to have these feature enhancements.

5 days ago

Premier Tech Team

Divyam Bhadoria First I want to thank the Dev team for this. This is going to be such a game changer for Automations and I have been patiently waiting on this. 
For the intent based card selection I like Screenshot #2. The Recurring Schedule is EXACTLY what I was asking for .
For the Recurring Schedule I like how we can select the days and have it happen every Tuesday regardless of date. 
Then I like how we can set Every 1st Tuesday. 
What I am not sure I saw was one to say every 1st and 3rd Tuesday or bi weekly on Tuesday. I hope that makes sense.
Thank you again Dev Team!

Sam Buckley

Divyam Bhadoria I love how comprehensive option 1 is and love option 2 as well. I'd love a combination of both of those or be able to choose between them. I have sooo many clients this will be great for.

Divyam Bhadoria

Hi Everyone,
We are revamping the wait action and wanted feedback & opinions on the UI and the functionality.
1) Intent based card selection first before configuring: For ex "wait for a set period of time" or "wait for a date" or "wait for a contact to take action" are shown as separate options aligning with the mental model. Once you select any you will get further options if any. (We are deliberating over Screenshot 1 & Screenshot 2  for design -  Let us know which one is more intuitive )
2) A new wait for specific date and time option: No need to use set event start date now ( Screenshot 3) 
3)A recurring schedule: weekly or monthly frequency (Screenshot 4, 5  & 6)- we wanted opinion on whether to keep this recurring schedule option inside the "A specific date and time" option or keep it as a separate item like how it is currently. Secondly, If this covers all of the functionality requirements for recurring waits.

Sam Buckley

Brook Borup

Divyam Bhadoria to answer the question 1 or 2. I think that 1 is the most intuitive and comprehensive for all users. It helps us not to dig through layers to know what's possible when we are designing a workflow for a specific use case.

This will more closely resemble other crms that ppl are used to. Good call.
I like recurring in the #1 screen shot. Its still there in the same module but not nested.

NOTE: I have a ticket open for an option for adding a "last" selection for the monthly drop-down so it covers first, second, third, fourth, and last (Monday) of the month... Right now the functions stop at fourth week leaving leaving 2 months a year (with 5 weeks) where the timing doesn't work. This needs to be worked in as you do this project.

Robert Wazlavek

Divyam Bhadoria How would the reoccurring wait work? Does it cause the contact to re-enter the workflow at the wait action?

Example, the wait step is reoccurring for every Friday. So contacts that meet certain filter criteria will automatically enter the workflow at the wait step if they have “x” tag every Friday.

Wilky Colin

Divyam Bhadoria please look in Active Campaign (AC) they do this very well and the features allows for coverage in 1 step not multiple steps. Example, wait for specific on or before specific date. Should not have to be multiple steps as in the system now.

Ben .

Divyam Bhadoria

We want to use if/else to define dates of the year that the business is closed for IVR and make it reacuring for every year. Example: New Year’s Day, Good Friday, Christmas day, etc.. Please make sure this function is possible.

Nicole Bouwman

Agreeing with this NOTE! I would love a "last" option as well.

David Hall

Divyam Bhadoria

Screenshot number 1 gives a lot of flexibility. I like that UI. From a standpoint of a user who does very advanced things, this UI is great and is an easy way to make a fast determination about what I want to accomplish. I like the idea of selecting that and getting further options. Most of the rest of the screenshots seem like a next step after clicking an option in Screenshot 1. Screenshot 1 is the most intuitive.
I can see number 2 as being more specific on what would happen when you click an option in Screenshot 1. Each of these options could have their own modal window.
Again, Screenshot 3 looks like it would be the next step after selecting an option in Screenshot 1. One consideration with Screenshot 3 is allowing Month/Day OR Month/Day/Year. This simplifies things like if I want to send a "Merry Christmas" email every December 24th and would like to create a loop for something like that. This is one of the biggest problems we have had is that the current structure does not allow a Month and Day simultaneously leading to some executions happening in the following month on the set day.
Screenshot 4. I would definitely keep Recurring schedule separate from specific date and time from a mental load standpoint. When I think specific date and time, I am thinking more of an event or something that would likely happen one time. Recurring evens happen more as an ongoing item. In this case, being able to be specific like saying "I want this to recurthe recurring on the 1st Monday of every September" is much more than a specific date.
Screenshot 5 looks exactly like what I have been asking for a LONG time...=). I would just make sure here that under "Which Months" there is the capacity to select Every Month, a single choice, or multiple options. In this case, it may need to recur every 3 months so being able to select January, April, July, October as multiple choice options would be perfect. Also, I see the Before this date and after this date. When you select one of those options, is it possible to enter a number of days? For example, let's say I want a recurrence every July 4, but actually want the contact to proceed 3 days beforehand?

We do a lot of advanced workflows and automation so I am extremely excited to see this coming about. The current structure has too many potential failure points. Thank you!

Nikki Webster

I would agree with this entire assessment, as well as a previous comment about being able to use an if/else statement with these different conditions.

Mohammad Touseef

I have created this custom workflow action that lets you wait on 2nd , 3rd, 4th etc. day of the week. You can even select the time and timezone when to resume the workflow. It's called "Wait - Schedule".

Tim Lovell

Really need this, as the current Set Event Date action, whilst very useful for timing actions before/after the specific event date, is painful to use for setting Wait actions based on the event date that are more than one month before. I.e. when using the 'Event Start Date' time then combining it with 'Wait' action steps configured to wait for 'Event/Appointment time', the Months and Days fields are causing confusion and miscalculation errors. It's not clear if 1 month = 30 days or a calendar month (and I couldn't find this in docs). And entering e.g. 46 Days converts to just 1 Month and 0 Days, so we're left trying to figure out what to set to get it accurate. Would be so easy to have the Wait action support specific date/times, rather than having to calculate backwards from an Event Start Date.

Divyam Bhadoria

marked this post as

under review

Marking this as under review

Thank you all for the inputs. We will be working on expanding wait step's current functionality.

Keith Besherse

Divyam Bhadoria, thank you!

Iver Aune

Divyam Bhadoria Yes! And please let us set Wait condition from custom date fields, for all objects (contacts, opportunities, custom objects, etc.)

Ian Molendyk

Better yet...let us map the duration from a custom field or a previous step!

Mohammad Touseef

It's published. I have created this custom workflow action that lets you wait on 2nd , 3rd, 4th etc. day of the week. You can even select the time and timezone when to resume the workflow. It's called "Wait - Schedule".

→