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Automation Configuration
Conditional Step Options & Filters
Conditional Step Options & Filters

Understanding Trigger Step Options and how to appropriately choose filters for your Automation Flows.

Updated over a week ago

A Conditional Step allows you the option to branch out your flow into two separate paths, based on specific criteria or behavior of the recipient.

For example, in your Welcome Automation, adding the Engagement Conditional Step will allow you to take separate actions based on recipients who Opened or Did Not Open the initial Welcome Email they received.

This step will split your flow into separate paths, allowing you to tailor your follow-up messaging differently based on the recipient's initial behavior.

In the example below, we’re taking Action (sending a follow-up email) to recipients who Did Not Open the Welcome Email after 7 days of receiving it:

Adding a Conditional Step:

  1. Drag over the It meets this condition… module from the left panel into your flow.

  2. Your flow will now be split into Yes and No paths:

  3. Click on the Conditional Step so it’s highlighted green. On the left panel, you’ll now have the option to split your automation based on different criteria by selecting +Add Filter:

  4. From here, select which conditional filters to include in your flow:

  • Engagement

  • Segments

  • Products

  • Category

  • Purchase

Engagement Filter

It’s important to note that the Engagement filter is only allowed if it's placed after an Action. The Engagement filter is based on the recipient’s initial interaction (or behavior) with the original Action they received.

There are 4 Different Engagement Options:

  1. Confirmed Subscription: The main objective of this option is to get subscribers to verify their email address. Double Opt-In is required with this option. With the Double Opt-In process, your new subscribers will receive an extra confirmation email that will properly verify them and add them to your list. Use this option to take action based on who Did or Did Not confirm to be added to your email list.

  2. Opened an Email - The recipient has opened an email from this specific flow

  3. Clicked on an Email - The recipient has clicked an email from this specific flow

  4. Made a Purchase - The recipient has made a purchase from this specific flow o . You are able to add a value of the purchase and amount of purchases.

Segments Filter

Here you will segments created by Springbot and any custom segments you’ve created within Springbot.

For example, if you’d like to send an email specifically to Females, you can select the Females segment for your Conditional filter. This will split your flow into Yes and No paths. Everyone in the Females segment will receive the email Action for Yes:

Product Filter

The Product filter includes both products and categories from your website. Here you have the option to Include or Exclude product names, SKUs or categories.

For example, in your After Purchase Flow, you can use this filter to email customers who’ve purchased from a specific category on your website. You may want to send these customers an email highlighting complementary products they might be interested in based on their previous purchase.

  • Select if the product or category should be Included or Excluded

  • Begin typing in the product name, SKU or category you’d like to Include or Exclude

  • Once you’ve added your products and/or categories click Done!

In the example below, everyone who has purchased colorful socks will receive an email highlighting complementary products 14 days later:

Category Filter

The Category filter includes categories from your website. Here you have the option to Include or Exclude specific categories.

  • Select if category should be Included or Excluded

  • Begin typing in the category you’d like to Include or Exclude

  • Once you’ve added your category or categories click Done!

Purchase Filter

With the purchase filter you can send targeted follow-up Email Actions based on the purchase history of the recipient. There are many criteria to choose from here:

  • Included/Excluded Products - Which products the shopper has purchased previously

  • Included/Excluded Categories - Which categories the shopper has purchased from previously

  • Date Range - The date or time frame of the previous purchase (between dates, after a certain date, in the last amount of days/hours, before a certain date, or within the automation)

  • Quantity - Filter by the amount of purchases the customer has made with your store

  • Value - Filter by dollar amount of previous purchase (amount is equal to, greater than, less than, at most, within, or doesn't equal a certain amount)

For example, you may want to send an email to potential customers who have subscribed to your emails, but have never made a purchase. You may want to offer an incentive to entice the recipient to make their first purchase from your store!

Once you’ve added your selected filters, click Save in the upper right-hand corner!

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