Include conditional logic in wait steps using an "CONDITION/ATTRIBUTE" type

Include conditional logic in wait steps using an "CONDITION/ATTRIBUTE" type

We've run into a scenario where we need to include a wait step so that an alert isn't sent out prematurely after a specific triggered activity.  In this case, the alert cannot be sent out until the boolean field has changed to "NO" in CRM and then synced back to Marketo as "FALSE".

Today, there are three types of wait steps:

  1. Duration
  2. Date
  3. Token

I'm suggesting a fourth - called "Condition/Attribute".  Which would allow a lead to wait until an attribute contains a specific value.  It would look very similar to a "choice" within a flow step.  For example:

pastedImage_0.png

You might ask, why not just include this as a choice within the "send alert" flow step.  The reason is if the choice isn't true, then the flow step will just be passed.  Having it as a wait step will ensure the lead cannot progress in the flow until a specific condition is true.

8 Comments
Grégoire_Miche2
Level 10

Hi Dan,

This would be a tremendous improvement as it would enable to completely secure race conditions and manage order of operations.

Look at this idea and the comment I made a while ago, I think it also applies here:

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

Hi Greg - I actually came across this and decided to create a new one that included a broader scope; and was more current (that one is from 2014).  I agree - this would alleviate many of the race conditions we're experiencing today.

Grégoire_Miche2
Level 10

HI again Dan,

I fact, as I wrote in the other one, I would probably require an event broader one: "wait until trigger fires". This trigger could be "data value changes, new value is True"

We also need to be able to combine is with way to skip the wait if the condition is already true. So the perfect thing would be

  • If Condition is true Wait 0 minutes
  • Else until condition is met (trigger)
  • Wait max 5 days or wait max until April 20th...

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

In my example, this specific field is one that continuously toggles between true/false in CRM.  Currently the value is TRUE.  My use case in the idea above was to not do anything until the value changes back/resets to FALSE.  If I understand what you're saying, we need to also take into account the field that we're evaluating may be FALSE when it's being evaluated (resulting in a true conditional statement right away).  Good point.

Dan_Stevens_
Level 10 - Champion Alumni

Have a look now, Greg - does the idea now capture the full scope/capability?

Grégoire_Miche2
Level 10

Yep

Chris_Willis1
Level 5 - Champion

This request is in my top 5. 

kh-lschutte
Community Manager
Status changed to: Open Ideas