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We are working on a program that would nudge new users to complete our certification courses in CE. I’ve created a query that will check their status and show them a PX engagement. 

Our goal is that we would like to send them a second nudge via email N days later if they have still not completed their certification. I added a delay step followed by an evaluate step that includes Course Name and Course Completion. 

My question is: Will this evaluate step look at the live data after the 30 days (so picking up if they completed the course in that time) or will it evaluate using the same criteria the user was qualified with in the first step? I don’t know if I need to do a second JO for the email so it evaluates every after N days. 

 

 

Hello ​@jadkins.iiq 

If the field being used is a calculated field in the Evaluate step it will consider live data else it will consider the data which was brought in the first step.

Exactly what ​@Venkat Sai said!
If you are not familiar with calculated fields, I’d suggest to checking out ​@Ester.Memoli’s webinar:
 

 

Thanks ​@Venkat Sai! I forgot I posted this and saw a webinar shortly after I posted about calculated fields. So I got those up and running for our workflow.

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