How to delay in days?

Questions
1

:bullseye: What is your goal?

I want to build a very simple lead email follow-up automation.
When a lead’s status in CRM changes to “Meeting completed”, I want to:

  • automatically send a follow-up email after X days

  • then send additional follow-ups every X days

  • stop the entire sequence immediately as soon as the lead replies by email.

:thinking: What is the problem & what have you tried?

I initially assumed this could be done by triggering a Make scenario when the CRM status changes then “waiting” X days between emails inside the same scenario.
Obviously, the Sleep module only allows delays up to 300 seconds (5 minutes) therefore Make cannot actually wait days inside a scenario

I’m looking for the correct way to delay execution for multiple days.

:clipboard: Error messages or input/output bundles

There are no error messages.

The main issue is conceptual/architectural, not technical errors:

  • confusion caused by tutorials suggesting long “waits”;

  • uncertainty about the best-practice design pattern in Make for timed follow-ups.

3

Hello @m_duarte,

I suggest you keep a database to track your follow-ups.

You can use a Make Data Store or something like Airtable.

If you use a Data Store, have a separate scenario periodically scan it for any follow-ups that are due.

If you use Airtable or any other product that supports automations and formulas, you can have a formula figure out when a follow-up is due and trigger an automation to send it.

Hope that makes sense and hope it helps!

4

Welcome to the Make community!

You can have a scenario watch new items and schedule a cron job callback using apps like 0CodeKit that allows you to schedule a “callback” to a URL defined in a “Custom Webhook” trigger in another scenario at the exact time you want

389×181 8.51 KB

You don’t have to use a data store, this is just an example. You can use Google Sheets, Google Calendar, etc.

Alternatively, if you are already using Airtable, you can use an Airtable formula and built-in automation, briefly mentioned here.

Hope this helps! If you are still having trouble, please provide more details.

— @samliew

1 Like
5

Hello @samliew, thank you for your help.

6

Hi @Donald_Mitchell, thanks for your help.