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How exactly does the Time Window work, in a workflow?

  • October 23, 2024
  • 4 replies
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divinetomedy

Hi all,

Here’s the article on Delivery Time Windows. It doesn’t mention how “Action Conditions” are used. What exactly happens? Does the workflow end if the Action Conditions are not met, whereas it proceeds if they are met?

I’m trying to achieve the following, but can’t figure out how to do it. As part of our activation workflow, we want to send users an email on a Friday morning IF they haven’t completed a specific task (event) by then. But we’d like to give them a full 2 days to complete it, so for example, if they sign up early Fri morn, we don’t want harass them with an email immediately. I can’t figure out how to do this in a workflow? I was hoping that Delivery Time Windows would split the path if a condition was met, but it doesn’t look like it does. Any other ways to achieve this?

Thanks!

TOM

Best answer by Felix

Hey Tom,

that is a tricky one. I think this is not possible without creating a new attribute with a timestamp that is “next friday” because the “Wait Until” Max. Time does not allow time windows.

Here is my setup:

First Wait Until

Update a person

You will have to use Liquid in order to calculate the next friday. I haven’t done it, but this Stackoverflow post should help you 🙂

 

Second Wait Until

 

 

Hope that makes sense,

Felix

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4 replies

Felix
  • Felix
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  • 223 replies
  • October 23, 2024

Hey Tom, 

an action condition defines if this action will be considered. If the use does not match the action condition, the action will be ignored and the user continues with the next step.

You setup a time window without an action condition and then use an if-branch (true/false) to check the timestamp of the signup. If it's timestamp less than X hours ago you can not send an email.

 

Hope that helps, 

Felix

More questions? Shoot me a message by clicking on my name. We are a certified customer.io agency. Happy to help!
divinetomedy
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  • divinetomedy
    divinetomedy
divinetomedy
  • divinetomedy
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  • October 23, 2024

Felix - great answer, thank you!

I have one more complication in this workflow, and it’s that they should be able to eject early if they DO complete the task. So, here’s the full list:

  1. A new user is created.
  2. If they ever complete task X, send email X and eject them from the workflow (no more emails).
  3. If they haven’t completed task X within 2 days, then wait till the next Friday morning and send them email Y. (But per #2 above, if they complete task X in the meantime, send them email X and stop this waiting period.)

Is that possible?

Felix
  • Felix
  • Novice
  • 223 replies
  • Answer
  • October 24, 2024

Hey Tom,

that is a tricky one. I think this is not possible without creating a new attribute with a timestamp that is “next friday” because the “Wait Until” Max. Time does not allow time windows.

Here is my setup:

First Wait Until

Update a person

You will have to use Liquid in order to calculate the next friday. I haven’t done it, but this Stackoverflow post should help you 🙂

 

Second Wait Until

 

 

Hope that makes sense,

Felix

More questions? Shoot me a message by clicking on my name. We are a certified customer.io agency. Happy to help!
divinetomedy
1 person likes this
  • divinetomedy
    divinetomedy
divinetomedy
  • divinetomedy
  • Author
  • Scholar
  • 17 replies
  • October 30, 2024

Felix - wow, what a thoughtful answer - and yes I think this would actually work! If I get it working I’ll circle back to confirm. Thank you!

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