Adding wait steps to automation processes

Wait steps allow you to halt automation processes for a specified time interval. When contacts arrive in a wait step, the process does nothing until the wait time expires. After the wait is complete, the process automatically moves the contact to the next step.

While the process is in a Wait step, designated users can manually move contacts forward.

For example, you can use wait steps to:

• Add delays between automatic messages that the process sends to contacts
• Periodically check if the contact meets a condition by creating a loop containing a wait step within the flow of the process

To add a wait step to your process:

1. Place the Wait step onto the grid.

2. Integrate the wait step into the flow of the process by connecting a preceding step.

3. Edit the step by clicking the pencil icon next to its name.

   • The Process step properties dialog opens.

4. Under Timeout settings, specify when you want the process to move to the next step:

   • Specific interval - set the length of the waiting interval. The time starts running when a contact moves into the wait step. Every instance of the process has a separate wait timer.
   • Specific day - set the exact date (and optionally time) when you want the process to move into the next step. Applies to all instances of the process.

5. Click Save.