Skip to main content
Right now, I can't immediately add an end outreach step just after the conditional wait but there are use cases where it can come in handy.





For example, I want to send an auto-renewal reminder two times.





1. 60 days in advance of renewal





2. 30 days in advance of renewal (This will be only sent to those customers who have not responded to the first email. If they have responded to the first email, the csms will change the opp stage from X to Y)





So I send out the first email and then have a conditional wait with wait upto 30 days, is stage = Y. If yes, end the outreach. If No, the condtional timer will wait for 30 days and then you can send an email in No Branch and end the outreach. I can't do this since I can't immediately end an outreach after the conditional wait on the yes path.



Couldn't you just have the Conditional Wait be if Stage Does NOT equal Y, then send 2nd email - else, End Outreach? The Timer should still take effect and hold participants for 30 days that do not meet the Condition. Or add a Wait timer of 30 days before the Conditional Wait and then the time limit on the Conditional Wait could be a much shorter time.




That is what I did (Add a wait timer and add conditional wait for 1 hour for later) but it feels like a hack.




Reply