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How to Add Wait Steps After Emails in an Automation
How to Add Wait Steps After Emails in an Automation
Updated over 4 months ago

When using the "Send Email" automation action, it's best practice to add a timed or conditional "Wait" action afterward. This allows your contacts time to open and engage with your email, especially if your automation has multiple “Send Email” actions in a row or includes “If/Else” branches or actions dependent on contact interactions (opening, clicking links, forwarding, or replying).

Important Note

If you’re updating an “Active” automation, set it to “Inactive” first. After completing your edits, change it back to “Active” to allow contacts to enter your automation and continue through the workflow.

How to Add a "Wait" Action to Your Automation

  1. Access Automations: Click on "Automations" in the left menu.

  2. Edit the Automation: Click "Edit" for the automation you want to update.

  3. Open "Conditions and Workflow": Click "Conditions and Workflow" in the right pane.

  4. Add the "Wait" action: Drag the "Wait" action into your automation.

  5. Configure the "Wait" action: Choose the type of "Wait" action you wish to use:

    • Wait for a specific period of time: This functions like a timer. When a contact reaches this step, the timer starts, and the contact will remain queued until the time is up. They will then proceed to the next action.

    • Wait until conditions are met: This Wait action is based on conditions. When a contact meets the specified criteria, they will be released from this Wait action and proceed to the next step. You can also set a time limit; the contact will either be released upon meeting the conditions or when the time limit is reached.

  6. Complete the configuration: Follow any remaining prompts to finish setting up the Wait action.

  7. Save your changes: Click “Save” to finalize your updates.

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