Making Sense of Decision Steps and Evaluation Periods - Part I

Decision step or wait step – which is right for your canvas, and when should you use an evaluation period? It’s a question our Consulting Team gets asked often. And, like most answers when it comes to designing an automated workflow, it depends.

Besides simply not needing a decision step – in which case you’d use a wait step between canvas elements – there are a few cases that determine when you’d use a decision step with an evaluation period before, after, or in place of a wait step. And getting it right can take your canvas from unwieldy to efficient.