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New Workflow Enhancement: Introducing Delay Step
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What's New

Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Increase Productivity and Save Time with LeadCenter Peek Take Your Event Management to the Next Level Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

New Workflow Enhancement: Introducing Delay Step

09/26/2024 Workflow Automation

Delay Step has now been added to Workflows. This feature allows you to insert pauses between emails sent to customers in a sequence as part of your workflow. You can set delays in minutes, hours, or days.

To use this feature:

  1. Create or update a workflow.

  2. Add the delay step in the desired location within the workflow sequence.

  3. Configure delay settings:

    • Set the duration (minutes, hours, or days) for the workflow to pause.
    • Choose the exact time for the workflow to resume (e.g., 9:00 AM or 2:00 PM).

  4. Set up actions after delay steps: Define the action you want to take after the delay. Choose from sending a text message, an email, creating a task, or updating a contact.

If you need assistance in setting up workflows, please send an email to support@leadcenter.ai. You can also book a demo by clicking here.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.