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After Hours Workflow Process

Purpose: Each Friday evening when the last admin team member leaves at 5pm pacific time the After-Hours Weekend Auto Response workflow is turned on to support clients that may have after-hours requests. This document details how to turn on this workflow


  1. In HubSpot go to Automation-Workflows
  2. Search After Hours Weekend Auto Response

  3.   Place your mouse over the workflow name and select “edit workflow”

     

     

  4.      4. In the top right corner select “review and turn on”

                       

  5.  Select No, only enroll tickets who meet the enrollment criteria after the workflow is turned on

     

  6.      Click next

  7. Verify items are off and click next again
  8.  Click next until step 4 and select Turn on workflow
        
  9. From outlook email support@paynw.com to ensure you receive the auto reply
  10. Monday morning at 8 am Eastern time go back into workflows
  11. Edit workflow
  12. Turn off workflow to inactivate this workflow

 

After Hours Workflow