Delay

Delay

Delay helps to pause the execution of the steps for a certain period, there are many handy usecases for this feature's few are as below;

1. Sending an Automatic Followup After X days from the Lead Creation Date

2. Sending Periodic Reminders for Webinars like before 2 days, before 5 hours, before 30 minutes, on the specific date, after 1 day etc

3. Sending Payment Reminders / Due alerts which respects to certain dates

4. Sending a Meeting Reminders from Google Calendar, Outlook, Calendly etc

5. Sending a Feedback Message form after X hours from the product delivery time

Understand the Delay

Delay can be configured in 3 ways as below;

Last Step Executed Time

After ___ minutes /hours/day from last executed Step date

Event Received Time

After ___ minutes / hours / day from Event Received Date

Custom Delay

Before ___ minutes /hours/day from a Specified date

After ___ minutes /hours/day from Specified date

On ___ a Specified date

Custom delay gives you the power to set a delay based on a specific date in a dynamic way, for an example you can minimise the no show for your Zoom Webinar using the Custom Delay which can send an automatic reminders before, after and on the Webinar Start Date

Please note if you are not mentioning a date then the delay will execute at 12 am in your Timezone which is configured in your profile, to avoid delivering any messages in 12 am or Odd timings you can add 10 hours after the date so it will deliver messages at 10 am i.e `10 hours from 12 am Currently we support only ISO Standard Date & Time & Timestamp, mostly all 3rd party providers sends the date and time in ISO Standard format.

Identifier

Identifier in the delay helps to track the delays which are in the queue to be executed in a future date, you can give a unique name or dynamically set the identifier name based on the event data from the 3rd party like Webinar Name, Webinar Unique ID etc as shown below;

Major usecase of the identifier is to cancel the queue in case something is not right or let's say a Webinar Event is cancelled and you want to stop sending the reminders of that particular webinar.

Getting the List of Scheduled Delay's

You can see how many executions are in the queue which will be processed in the future date and time

Clicking on this button it opens a popup which contains the Identifier Name & Step which helps you to easily track the identifier which needs to be cancelled as shown below

Clicking on this button it opens a popup which contains the Identifier Name & Step which helps you to easily track the identifier which needs to be cancelled as shown below;

Delay Fallback Action

If the delay date validation is failed or the date/time is passed the current date/time then you can specify what action to be taken further as below;

1) Stop Executing Further Steps 2) Continue Executing Further Steps

Cancelling the Scheduled Delays

Using the filters in the popup you able to filter out all unique identifiers by its name for an example Webinar Name, Webinar ID, you can select one or multiple identifier which need to be cancelled

Another popup will open which shows all count of the unique identifier, you can select one or multiple

Cancelling Delay is All Steps

There would be a situation that you want to cancel all delays in all the steps you have, this can be done using the Steps in the popup as shown below;

Actions on Cancelling the Delay

When you cancel a delay it prompt to ask the action which needs to be taken, here you have the option to select 3 actions

1) Stop Executing Further Steps 2) Continue Executing Further Steps 3) Execute As Per Delay Fallback Configuration - This means this will respect the fall back delay you configured while created the identifier