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Wait until email opened (3-day expiry), then branch on open vs no-open

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact7 stepsUpdated for HubSpot seat pricing
OutcomeA single email send is followed by an event-based wait instead of a fixed delay, so a contact who opens moves to the next step right away, while a non-opener still gets routed to a fallback after 3 days, with no guessed delay length.
Workflow maplead-nurturing-006
Enrolled: list membership leads to Send: Nurture email A. Send: Nurture email A leads to Wait until opened, max 3 days. Wait until opened, max 3 days leads to Opened in time: Set outcome = Opened before timeout; Timed out: Set outcome = No open within window. Set outcome = Opened before timeout leads to Send: Nurture email B. Set outcome = No open within window leads to Send: alternate follow-up. Opened in time Timed out Enrolled: list membership Send: Nurture email A Wait until opened, max 3 days Set outcome = Opened before timeout Set outcome = No open within window Send: Nurture email B Send: alternate follow-up
Enrolled: list membership leads to Send: Nurture email A. Send: Nurture email A leads to Wait until opened, max 3 days. Wait until opened, max 3 days leads to Opened in time: Set outcome = Opened before timeout; Timed out: Set outcome = No open within window. Set outcome = Opened before timeout leads to Send: Nurture email B. Set outcome = No open within window leads to Send: alternate follow-up. Opened in time Timed out Enrolled: list membership Send: Nurture email A Wait until opened, max 3 days Set outcome = Opened before timeout Set outcome = No open within window Send: Nurture email B Send: alternate follow-up

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use when the next action should depend on whether one specific email got opened, and speed matters for the engaged path. A flat 3-day delay would slow down someone who opens within minutes.
  • Use this pattern as the building block other lead-nurturing fiches can drop in wherever they currently pair a fixed delay with an open check performed after the fact.
Read more on when to use itShow less

Skip it

  • Do not use it to wait on an event that most contacts will never trigger without also giving the no-branch a real next step. The wait will time out for the majority of sends.
  • Do not stack two wait-until-event steps back to back on the same send without a clear reason. One wait per email keeps the workflow history readable.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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