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segment if a user has been in an Automation program within the last X days

avishai-nutkis
Discoverer
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103

I want to have contacts enter a certain Automain program only if they are not in another program now or for an X period of time. the reason for that is to create a hierarchy between Automain programs.

I considered using the "Email and mobile behavior criteria" in a segment, but that would help with emails and not sms.

In Emarsys, How can I segment if a contact has been in an Automation program within the last X days?

Thanks,

Avishai

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WillYoung
Product and Topic Expert
Product and Topic Expert
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Hi avishai_nutkis - we have a Participation check node for exactly this scenario. Whereas the standard Participation Settings work for one Automation only, this node applies to all the programs that contain it, meaning you control contact movement within that group of programs.

Alternatively, you could consider using a combination of the Quick Filter node and the Set Value. The Set Value node can write a timestamp into a date field every time a contact enters a program, and the Quick filter can check to see if the value in that date field is older than a certain number of days. (You would of course have to put the Quick filter node before the Set Value node, otherwise it would always discard the contact.)