By default, Cortex paths automatically deliver content to users on their terms. Email steps placed without a Timing step use timing optimization to send based on each user’s best predicted interval and time of day. If you place an Email step after a Timing step, then users moving through the path receive the email at the time you specify instead. To keep Cortex’s predicted timing, you may also select “Let Cortex decide” within the timing step.
To add timing between other steps (like emails) in your path, follow these steps:
- Drag a Custom Timing step into your path.
- Click on the new Custom Timing step.
- Configure the settings to control when users move onto the next step by selecting:
- ASAP - This will allow the users to move to the next step immediately without any wait.
- Delay the next step - This option allows you to override the predicted interval and send time for each user.
- Interval - This controls the number of days between each step. Pick a number of days or choose “Let Cortex decide.”
- Send Time - This controls the delay before moving into the next step. If the next step is email it will control the send time for those emails. Picking “Specific time” will use your account’s time zone, but adding “Send at recipient’s local time” will schedule based on each individual’s time zone (if one is available). Choosing “Let Cortex decide” will send users to the next step based on past interactions with emails and your website.