Using delivery time optimization (DTO) with HubSpot multi-step automated workflow campaigns

This knowledge base article details different Delivery Time Optimization (DTO) options available when using DTO with your existing or new automated multi-step workflow campaigns within HubSpot.

Currently, Seventh Sense offers the following delivery window options when integrating DTO with automated workflow campaign's in HubSpot which are detailed below. 

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  • 1 Day Delivery Window - This option is the most commonly used and was developed for standard workflow automation campaigns. Once a contact reaches a 1-day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 24 hours for the contact to proceed to the next step in the campaign.
  • 2 Day Delivery Window - This option is rarely used for nurture campaigns that have an important end date or are time-sensitive. Once a contact reaches a 2-Day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 2 days for the contact to proceed to the next step in the campaign.
  • 3 Day Delivery Window - This option is rarely used for nurture campaigns that have an important end date or are time-sensitive. Once a contact reaches a 3-Day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 3 days for the contact to proceed to the next step in the campaign.
  • 4 Day Delivery Window - This option is rarely used for nurture campaigns that have an important end date or are time-sensitive. Once a contact reaches a 4-Day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 4 days for the contact to proceed to the next step in the campaign.
  • 5 Day Delivery Window - This option is rarely used for nurture campaigns that have an important end date or are time-sensitive. Once a contact reaches a 5-Day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 5 days for the contact to proceed to the next step in the campaign.
  • 6 Day Delivery Window - This option is rarely used for nurture campaigns that have an important end date or are time-sensitive. Once a contact reaches a 6-Day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 6 days for the contact to proceed to the next step in the campaign.
  • 7 Day Delivery Window - This option is rarely used for nurture campaigns that have an important end date or are time-sensitive. Once a contact reaches a 7-Day DTO step in an automated campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the following 7 days for the contact to proceed to the next step in the campaign.
  • 12 Hour Delivery Window - Once a contact is enrolled and reaches the 12 hour delivery window step in the batch mailing campaign, HubSpot will communicate with Seventh Sense to determine the most optimal time within the next 12 hours for the contact to proceed to the mailing step in the workflow.
  • Immediate Delivery Window - This option is only to be used for testing purposes as emails will not be send time optimized.  Once a contact is enrolled and reaches the immediate delivery window step in the batch mailing campaign, HubSpot will communicate with Seventh Sense and the system will immediately respond for the contact to proceed to the mailing step in the workflow.

Once you are ready to deploy DTO into your existing or new automated workflow campaign(s), you simply add a Seventh Sense step before the email send step similar to the below.  Rinse and repeat for any emails that you'd like to be sent using DTO.

If you have more complex workflows with if/then branching logic, the DTO option works the same.  Insert the DTO step prior to the email send step and the following email will be send time optimized.  The only exception to this rule is when you have if/then branching logic that will take a different path if, for example, opens or clicks on an email.  In that case, you would want to put the DTO step above the if/then branch so that the workflow checks the status of whether the contact opened / clicked directly before the email send action step.

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