i have a wait step in my smart campaign flow, the purpose of this is to allow all data to sync and settle. i want to trigger an operational email when an appointment is booked for the customer, so i have the filters in the smart list set to booked, then a wait step to make sure it stays booked ( our customers sometimes cancel 5 mins later) then a booking confirmation email is sent
im seeing emails sent to customers who have cancelled before the end of the wait step. does the wait step 'refresh' the information, or merely wait and send the email even if the info has changed (eg booking was cancelled)? and if so, how do i trigger a refresh and exclude those that no longer qualify?
Please move the thread to Products. You've posted in About, which isn't a support space. Move link will be at the right (please move this thread, don't merely open a new one).
Thanks for moving.
No, Smart Campaigns do not automatically reevaluate their qualification criteria after every flow step. They'd be very inefficient -- unusable, really -- if they did.
You can do what you're describing in one of 2 ways: