In automation campaigns you can segment your contacts based on the criteria of a triggering event - also known as the ‘entry trigger’.
See also: Automation campaign triggers
You can only segment by triggering event for the following entry conditions:
- The contact has placed an order
- The contact has visited the website
- The contact had abandoned a basket
The following conditions are available when you segment on a triggering event:
|Triggering Event||Filter condition|
The contact has placed an order
Note: These filter conditions are checked against the triggering order's most recent status at the time the contact reaches the segment node. E.g. If the order status changes from 'complete' to 'shipped', before the contact enters the campaign (and before the entry wait time has expired), the condition will check against the 'shipped' status.
|...which includes a product that matches|
|...which does not include a product that matches|
|their last order|
|their nth order (e.g. 2nd order)|
|an order with a grand total|
|an order using a coupon code|
|an order in a store|
|an order with status|
an order via a channel
Note: Order channels (e.g. online store, mobile app, in store, phone) must be defined in your API call.
|The contact has visited the website||viewed a product|
|viewed a product with an attribute|
|viewed a product for a time period|
|visited from a source|
|visited a store|
|The contact has abandoned a basket||A basket which includes a product that matches|
|A basket which does not include a product that matches|
|A basket created in a specific store|
|A basket with specific quantity of items|
|A basket with a total value|
|A basket with a currency|
|A basket with a specific quantity of the same product|
|A basket with a total spend for the same product|
How to segment on triggering events
Go to your automation campaign and select any of the triggering events listed above.
Define your wait note and exit condition as required.
Select the + icon to add a segment node, then select Configure (cog icon) and Triggering Event.
Select your triggering event, then click +ADD CONDITION and set the filter conditions for the segment.
Create the rest of your campaign flow as usual.