To publish workflows in Pest AI, you need to set up both a workflow trigger and a workflow action. Without these, you can only save the workflow, not publish it.The 'Wait' action is a special type of workflow action that allows you to pause a contact at a specific stage until a particular condition is met. This can be useful for pausing the workflow for a tag, appointment, specific time or event, or a contact's response, among other conditions.
1. Start by selecting 'Automation' from the menu.
2. Now, click 'Create Workflow' to begin a new sequence.
3. Then, opt for 'Start from Scratch' to customize your workflow.
4. Next, click the '+' icon to add actions.
5. Proceed by selecting the 'Wait' action to set a pause.
6. 'Action Name'
7. Wait For
Deploy various pause events based on your desired outcome:
Temporal-Based Events:
Time-Lagged: Introduce delays based on a set time period.
Scheduled Time: Pause until a specific date and time.
CRM Oriented Events:
Condition: Halt until certain conditions are met.
Contact Reply: Wait for a response from the contact.
Trigger Link Clicked: Pause until a specific link is clicked.
Email Event: Wait based on email interactions.
Select 'Time Delay'
'Wait'
Optionally, toggle the switch for automatic progression.
Now, select 'Resume on' to schedule continuation.
Specify permissible hours for resuming under 'Resume between hours'.
Add any additional necessary filters for resume conditions.
8. Next, opt for an 'Event/Appointment time' condition.
The contact's progress is paused based on specific events or appointments.
Example:
To move to the next stage, a contact must respond to a Yes or No query. Alternatively, a reminder for an upcoming appointment is scheduled to be sent at a designated time. Until these conditions are met, the contacts remain in their current phase.
Choose 'Until' and decide the timing relative to the event.
'When'
NOTE: If the scheduled time for the Wait step has already passed, you can decide how to proceed with the contact by either:
Advancing to the next step.
Moving to a specific step.
Omitting all outbound communication actions (email, SMS, call, voicemail) until the next Wait or Event Start Date action.9. Select 'Condition'
'Segments'
The Wait functionality in Pest AI allows you to hold a contact at a specific stage until a certain condition is met.
For example, a contact can only proceed to the next step if they reside in Texas, USA.
'Add Condition'
'Add Segment'
10. Select 'Contact Reply'
'Reply to'
11. Select 'Trigger Link Clicked'
Select 'Trigger Link'
12. 'Email Event'
'Pick Email Step To Wait For'
Select 'Email Event'
14. Toggle 'Timeout' if there is a need to auto-continue post-delay.
15. Finally, click 'Save Action' to store your workflow settings.
