You may want to prevent leads from reactivating a workflow during a time window . This method works with any workflow, but here’s a practical application.
Below, we have a visual workflow which sends an email after the lead fills out a form.
I want to ensure that a lead will only receive the email once within a 30 day period - even if they resubmit the form. After 30 days, I want the lead to be eligible for a new email send if they fill out the form. This is possible with the following modifications.
1. Create a custom field
First create a custom field. This field will limit a lead’s access to the workflow. I would recommend the use of a Boolean field because it is a binary field with either a true or false condition. Click here for more information on custom fields.
Once you have created this field, you can incorporate it within your workflow.
Once you create this field, you can incorporate it within your workflow.
2. Add your custom field as a filter
Return to your workflow and select your new field as a filter. Input an appropriate value in the “Field Value” section of the menu. SharpSpring will confirm that leads have that value before adding them to the workflow. We are using a Boolean Field for this example. Use the rule, “When a contact has the field [name of the field] with ‘True’ not equal”. See the image below:
3. Add a disqualification step to your Visual Workflow
Include an action in your workflow to disqualify the lead from the conditions of your filter.
In the case of a Boolean field, the action would be “change the contact field [name of the field] to True”. See image below:
At this stage, SharpSpring adds the “True” value to their contact record. This disqualifies them from fulfilling the conditions we created in step 2. The lead won’t be able to qualify for this workflow again until the value changes to “False.”
4. Add a time delay after the last action in the workflow
After completing Step 3, place a time delay to your visual workflow. This example uses a 30 day period.
5. Add a requalification step to your Visual Workflow after a time delay
Add an action to change the custom field value back to a value that meets the filter condition from step 2. This will allow the lead to re-enter the workflow if they meet the trigger action again. In this case, we’ll change the Boolean field back to “False” for the lead.
The completed workflow should look like this:
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