Customizing Delivery Timeframes Within Workflows

Overview

PXME workflows allow you to customize exactly when messages and actions are delivered. By using delivery windows, wait steps, and If/Else conditions, you can control timing at both the global workflow level and at specific steps.

This ensures communications only go out during the right days and times, improving deliverability, engagement, and customer experience.

Method 1: Set a Default Delivery Window for the Workflow

1. Navigate to Automation > Workflows and select the workflow you want to update.

2. Click into Settings.

3. Under Time Window, choose one of the options:

   • Any Time – allows actions/messages to be sent at any time, on any day.

   • Specific Time – restricts actions to only occur within certain hours/days (e.g., Mon–Fri, 8 am–5 pm).

Example: If you set the window to Saturday and Sunday, 8 am–12 pm, then messages will only send during those times. Any blue-highlighted day in the calendar indicates an open sending window.

Method 2: Customize Timing for Specific Workflow Actions

Sometimes you need more control than a global delivery window — for example, sending a monthly message on the 5th, but avoiding weekends.

1. Add an If/Else action.

2. Select Date/Time conditions such as:

   • Current day of the month = 5

   • AND Current day of the week ≠ Sunday

3. If the conditions are true (YES path), the action fires.

4. If false (NO path), use a Wait step (e.g., wait 1 day) so the action executes the following Monday.

You can chain additional conditions:

• Example: If it’s Saturday, add a Wait 2 Days step to push to Monday.

• Example: If it’s a weekday, proceed immediately with the action.

Advanced Options with Wait Steps

• Skip ahead in workflows – Wait steps can hold contacts until a specific date/time before releasing them to later steps.

• Exact timing – Wait steps can be set to fire at a specific hour (e.g., Monday at 9:00 AM).

This provides fine-grained control, especially for campaigns requiring precision (such as reminders or scheduled promotions).

Use Cases

• Email Campaigns with Date Rules – Send promotions on the 5th of every month, but delay until Monday if it falls on a weekend.

• Appointment Reminders During Business Hours – Restrict reminders to Mon–Fri, 9 am–6 pm, so clients don’t get texts at night.

• Event Notifications by Time Zone – Send reminders only if they fall within the contact’s local business hours, ensuring relevance across regions.

FAQ

Q1: How do I set a default delivery window?
Go to the workflow’s Settings > Time Window, then choose Any Time or set your Specific Time restrictions.

Q2: How can I prevent messages from sending on weekends?
Use an If/Else Date/Time condition to check if the day is Saturday or Sunday. If true, add a Wait step to delay until Monday.

Q3: Can I control timing for only certain actions?
Yes. Add If/Else conditions and Wait steps directly before those actions. This way, only specific communications follow special timing rules.

Q4: How do I skip ahead in time-sensitive workflows?
Use a Wait step to pause until the exact time you need. After the wait period, the workflow will resume at the next designated action.