Utilizing the Wait Step
Introduction
The Wait Step is a versatile tool in Gymini's Workflow Builder that allows you to control the flow of your workflows effectively. This guide will walk you through the different functionalities of the Wait Step and how to use them to optimize your workflows.
Understanding the Wait Step
The Wait Step can function in several ways, each catering to different needs in your workflow. Here we outline the various options available:
Time Option
Basic Functionality: Holds a contact at the Wait Step for a specified duration before allowing them to proceed to the next event.
Advanced Window: Defines a window of days and times during which the contact can pass through the Wait Step, post the waiting period.
Additional Filters: Set filters based on day, month, or year, useful for scheduling actions at specific times, like the end of the month.
Condition Option
Basic Functionality: Holds the contact until a specified condition is met, such as acquiring a particular tag.
Use Case: Ideal for creating workflows that respond dynamically to changes in a contact's profile.
Appointment Time Option
Basic Functionality: Utilizes the date and time of a pending appointment carried by a contact entering the workflow.
Before Appointment: Can hold the contact until a specified time before the appointment to send reminders.
After Appointment: Useful for sending messages post-appointment, asking for reviews, for instance.
Handling Past Timing: Defines how to proceed if the timing of the Wait Step is in the past, with options to move to the next step or skip all sending options.
Contact Reply Option
Basic Functionality: Holds the contact until they reply to a previous message in the workflow.
Reply To: Specifies which message the contact must reply to for the Wait Step to open.
Timeout Window: Sets a duration after which the Wait Step opens, even if no reply is received.
Setting Up the Wait Step
Step-by-Step Guide
Access the Workflow Builder: Navigate to the Workflow Builder in your Gymini account.
Create or Edit a Workflow: Start a new workflow or edit an existing one.
Add a Wait Step: Incorporate a Wait Step at the desired point in your workflow.
Configure the Wait Step: Choose the type of Wait Step and configure it according to your needs, utilizing the options outlined above.
Conclusion
The Wait Step in Gymini's Workflow Builder is a powerful tool that offers a range of functionalities to enhance the effectiveness of your workflows. By understanding and utilizing the different options available, you can create workflows that are more responsive and tailored to your specific needs.
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