Optimize time node

To improve the results of marketing activities, use the node that calculates the optimal time for performing these activities for every customer by the AI engine.

WARNING: By default, this node isn’t ready to be used for every business profile. To use the node, the models need a training. To arrange the model training, contact the support.

Node configuration

Video use case explanation

The AI engine calculates the best time possible to perform an action (send an email) that is preceded by the Optimize time node. In this example, we exclude Wednesday (6.00 PM to 10.59 PM) and Thursday (8.00 AM to 4.59 PM) from these calculations because we don’t want a message to be sent then.

  1. Click the Plus icon icon on the node after which you want to add Optimize time node.
    Result: A dropdown list opens.
  2. From the dropdown list, select Optimize time.
  3. Click the node twice.
    Result: A pop-up opens.
  4. From the AI optimization method dropdown list, select one of the modes to prioritize the customer interactions in a specific channel over the rest while calculating the optimal time performing an action towards user.
    • Standard - This mode analyzes only basic online interactions.
    • Mail - Apart from the basic online interactions, it analyzes the interactions within the email channel.
    • Mobile - Apart from the basic online interactions, it analyzes activity within the mobile channel (mobile push notifications).
    • Web push - Apart from the basic online interactions, it analyzes interactions of customers towards web push notifications.
    • Custom - The interactions analyzed in this mode must be defined by you. In order to define the cases, contact the support.
  5. If you know you don’t want to perform marketing activities at specific days and specific time, switch the Time range exclusions toggle on.
    1. Select the day(s) of the week.
    2. Click Add range.
    3. If you selected more than one day, from the left dropdown list, define the day for which you want to define the time range exclusion.
    4. From the middle dropdown list, select the starting time of the limit.
    5. From the right dropdown list, select the ending time of the limit.
      Interface configuration Actual configuration
      8-20 8.00 AM to 8.59 PM
      0-23 0.00 AM to 23.59 PM
      13-19 1.00 PM to 7.59 PM
    6. If needed, add more time ranges by repeating the steps b-e.
      Important: If you select only the days, the time for every selected day is set to 00:00-23:59 (in accordance with the time zone selected for a business profile) by default.

      This is the configuration that excludes performing action (sending an email) during weekends.

      Example of use
      Configuration that excludes weekends

  6. If

    you want to monitor the entries into this step, switch the Track datapoints toggle on. As a result, events related to the movement between nodes (automation.clientPathStep) will be available in the Analytics module to use. These events (automation.clientPathStep, automation.clientEndStep, automation.startPath) are displayed on the activity list on the client card regardless of the configuration of this option.

  7. To confirm the settings, click Apply.
    Result: You selected the days and time when the action preceded by the Optimize node will not be performed.

Example of use

Example of use
Example of a workflow that uses the Optimize time node

This workflow sends an email containing products added to the cart as a result of not purchasing them at the best time.

  1. It starts with the Client Event trigger node. In the settings of the trigger, select the product.addToCart event.
  2. As the next step of the workflow, add the Delay node and set it to 5 hours.
  3. Add the Client Filter node and create a segmentation which checks whether the customer made a purchase while being on hold for 5 hours. If a customer did buy the products, they won’t continue the workflow.
  4. Add the time optimization, so the email can be sent to a customer when he or she is active the most.
    • In order to meet internal rules, we are obliged to send emails only during the day and working days, so we have to exclude night hours and weekends:
    Configuration that excludes night time and weekends
    Configuration that excludes night time and weekends
    Effectively we allow to send email only during the week between 8.00 AM till 7.59 PM.
  5. The system sends emails with products from the cart at the time adjusted to the activity of every customer.
  6. When the email is sent, the workflow is completed.

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Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

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