When to Execute?

The "When to Execute?" section is used for defining the timing and execution behavior of a rule, determining when it should be triggered and how it should be scheduled. You can choose to execute the action immediately after setting the rule, or you can schedule it for a specific duration. You can also set the duration unit, trigger the rule on or before a certain unit, or trigger it based on a specific event.

Go to Rules > Click Edit/Create > Select When to Execute? dropdown.

Fill in the following fields and examples to define the rule's behavior according to your preferences.

1. Execute: This field defines how the rule should be executed in relation to actions or events.

   • If you select Immediately post action: Executes right after the action.
     Example:

     • Send a email to recipient immediately after changing order’s description.
       In this case, as soon as the order description is changed, the email is sent to recipients right away without delay.

   • If you select Schedule: Executes at a specified time or interval.
     Example:

     • Send email to recipient after 2 minutes of order load in date.
       In this case, if you set Execute as Schedule, Duration as 2, Unit as minutes, Trigger as after, Trigger on as Load in date, the email is sent to recipients right after 2 minutes of load in date of an order.

2. Duration: Defines the waiting period before execution, this is enabled when "Schedule" is selected in the Execute field.

   Example: Send a follow-up email 1 day after a customer’s purchase.
   In this case, the system will wait for 24 hours (1 day) after the purchase is made, then execute the action of sending a follow-up email to the customer.

3. Unit: This dropdown is enabled when "Schedule" is selected in the Execute field.

   It specifies the unit of time used to define the duration. This is the ‘time’ unit. It has three options:

   • Minutes: Duration of minutes to be considered for trigger.

   • Hours: Duration of hours to be considered for trigger.

   • Days: Duration of days to be considered for trigger.

   Example: Send a reminder 3 days after the event.

4. Trigger: This field allows you to select when the rule should be triggered relative to the event or action. It has two options:

   • Before: The rule is executed before the specified trigger event occurs.

   • After: The rule is executed after the specified trigger event occurs.

   Example:
   - Send a thank-you email after the order is placed.
   - Send a notification email before order is being loading in.

5. Trigger On: This dropdown allows you to specify the specific event or date that will trigger the rule based on various times or system events e.g., Charge End Date, Start Date, Create Date, etc.

   Example: Trigger a notification before 1 hour of the 'Charge End Date'.

   In this case, the rule will execute(such as notifying the user) before 1 hour of the charge end date is reached.