Use The Delay Action Node In Workflows

The Delay action node delays a contact from moving to the next node in the workflow for a specific period of time.

About this task

Delay Action Node

You can use the delay node to carefully time the steps in a workflow. A good example of this is to give contacts a certain period of time to complete an action before they're moved further down a workflow path. For example, if you send contacts a message that includes a request to complete a webform, you'll want to use a delay node to give them a set amount of time to fill out the webform before you send them a second request.

To use the Delay action node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Delay node on to the workflow canvas.
  3. Click the following text in the Delay action node: relative period of time.
  4. Select the type of delay you want. You can select:
    • For A Relative Time Period
    • Until A Specific Date
    • Until A Certain Hour
  5. Click Done.
  6. Click the one of following pieces of text in the Delay action node:
    • 2 days: Shown if you selected For A Relative Time Period
    • choose a date: Shown if you selected Until A Specific Date
    • and time: Shown if you selected Until A Certain Hour
  7. Add a value for the Delay action node. The allowed values depends on what you selected in the previous step. If you selected:
    • 2 days: Add a numerical value in the Wait for text box.
    • choose a date: Use calendar picker pick to specific date to delay until.
    • and time: Use the time picker to pick a specific time to delay until.
  8. If you selected For A Relative Time Period: Select the time frame for the delay. You can select:
    • Minutes: Sets the delay to the number of hours specified. The lowest allowed time frame for minutes is 15.
    • Hours: Sets the delay to the number of hours specified.
    • Days: Sets a delay based on calendar days. If you choose a 1 day delay, the node will trigger on the next calendar day, not 24 hours later. If it is important to wait a full 24 hours, you should use the hours option instead of days.
    • Weeks: Sets a delay based on calendar weeks.
    • Months: Sets a delay based on calendar months.
    If you select Minutes or Hours, the delay will be approximate.
  9. Click Done.
  10. If you selected Until A Specific Date:
    1. Click the following text in the Delay action node: and time.
    2. Use the time picker to pick a specific time to delay until.
  11. Click Done.

What to do next

Note: When a contact exits the Delay node, they will progress to the node currently connected to the Delay node's outgoing connection. For example, if you have the Send Email node connected to the Delay node's outgoing connection, and you change the Send Email node to the Change Contact Field node, any contacts currently on the Delay node will progress to the Change Contact Field node when their delay is complete.