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Automations

Time each step: waits, events and send hours

Wait hours after the step before, or time a step before or after an event: a webinar, a function, a visit.

Steps

  1. In a step's When, pick After the previous step and the hours to wait (0 = straight away, 24 = a day).
  2. For events pick Before the event or After the event starts, with the hours. The event is the lead's own Key date, or else the sign-up form's date.
  3. If they sign up after this time decides what happens when it is already late: Skip it, or Send right away (good for a joining link).
  4. Open Only send on certain days / hours to allow only some days and a time window. Outside it the step waits for the next opening.

Good to know

Change a lead's Key date or a form's date, and the waiting steps move with it.
A step timed around an event waits for a date if the lead has none yet; a before-the-event reminder is never sent once the event has started.
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