I have an onboarding journey that is supposed to “launch” upon a CS Stage Change. We are seeing a delay here. Is there a way to make an onboarding journey (email sequence/JO) trigger at a Stage Change?
What’s the delay,
Was told by our consultant that a Stage Change will not trigger a JO in real time. That we have to set the JO to a set time (not real time). I didn’t phrase my question correctly -- I see now. Basically the question is “can a stage change trigger a JO to email in real time or does the JO have to be set on a certain time”
That makes sense…
Our onboarding (and new mid-cycle user if a company is out of onboarding) programs are based on the user’s first paying login date (to account for users who may have logged in during a PoV).
The most sensible approach currently will be to schedule your JO to run daily.
You could envisage creating several clones that run at different times of day to mimic the instant sending (maybe have 4 programs, running every 2 hours from one another which would cover an 8 hour time period). However, that comes with other issues though: it’ll be using up your JO bandwidth and could cause delays on other programs (or other programs cause delays on those).
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