A Complete List of Event Trigger Filters

After you have selected your journey's event-based trigger, there are a variety of trigger-based settings that can be applied to fine tune which customers will enter the journey.

When you define a filter, then the journey will only execute on those triggers and/or customers which pass the filter definitions. For example, you can limit the journey to activate only for customers with at least one purchase, or for orders over $100, and any other combination, as you will see below.

In this article you will learn:

  • What filters can be applied to event-based triggers,
  • Adding filters with both an OR/AND functionality, and 
  • Defining your journey's re-entry settings.

EVENT-BASED TRIGGER FILTERS 

You can set the trigger filter by clicking on the event trigger block and selecting the filter from the dropdown. 

  Order-Placed

Here is a list of currently available trigger filters: 

  • Customer Fields
  • Marketing Consent Status
  • Active Cart
  • Customer Tags
  • Category Purchase History
  • Vendor Purchase History
  • Product Purchase History
  • Purchase History SKU
  • Number of Orders
  • Value of Orders

Customer Fields

This allows you to select from a list of the available customer fields to target customers based on the information they have provided (city, email, etc.). 

For example: 

- Activate the journey for customers with a @gmail.com domain,

- Activate for customers from the US only

Marketing Consent Status

This allows you to filter based on the customer’s email and/or SMS marketing status. 

Active Cart

You can set a value (hour or day) for an active cart. This allows you to follow up with customers who have not completed their purchase. 

Customer Tags

This allows you to filter on customers based on their tags. The options are

  • “all of” - if multiple tags are selected, the contact must have all of them assigned in order to qualify for entry the journey
  • “any of” - if multiple tags are selected, the contact must have only (at least) one of them in order to qualify for entry into the journey.
  • “none of” - in order to qualify for entry into the journey, the contact cannot have any of the tags selected here 

Purchase History

This allows you to filter based on items the customer has purchased. The options to filter are based on category, vendor, product and SKU. 

Number of Orders

This allows you to filter based on the customer’s total number of orders based on a number of days. There is an option for “any time”, “since starting this journey” and “in the last”. There are options for “greater than”, “lower than” and “equals” for the number of orders.

Value of Orders

This functions the same as Number of Orders, but is based on the value of the orders. There is an option for “any time”, “since starting this journey” and “in the last”. There are options for “greater than”, “lower than” and “equals” for the total value of orders.



OR/AND Functionality 

When you add multiple filters to the event-based trigger, you have the ability to require all of the conditions to be met, or if at least one of the conditions needs to be met in order to enroll a contact into the journey.  

Or

Using the OR option will make them more inclusive. Because of the OR connector’s inclusivity, someone only has to meet one of the joined conditions in order to be added. So, if a customer meets one condition but does not meet the other, they will still be included in your journey.

For example the following setup will enroll contacts who either:

1. Have an active cart on your website for at least 2 hours, or

2. Have the tag "Active_shoppers"

Or_filter.png

And

Using the AND option between conditions will make a journey more exclusive. Remarkety checks each condition separated by AND individually; therefore, each condition must be true in order for someone to be included. So, if a customer meets one condition but does not meet the other, they will be excluded from the journey.

For example the following setup will enroll contacts:

Have an active cart of 2 hours AND have the tag "Active_shoppers." 

and.png

 

Using the AND operator can severely limit who is being enrolled in your journey. 

RE-ENTER 

The “re-enter” option specifies whether a customer can re-enter this journey more than once simultaneously. Re-entry can be either ON or OFF. If ON, there are three setting options:

 

ON - Multiple active journeys per customer

  • Customers can re-enter this journey as long as they are not currently active within it.
  • A customer may re-enter this journey after at least 14 days have passed since the last time they entered it.
  • A customer may re-enter this journey every time they match the trigger filters, regardless of whether they have triggered it before. (Note: It's possible for a customer to be active multiple times in the journey, at the same time.)
  •  

OFF- One active journey per customer

Does not re-enroll the customer in the journey if the customer is still in an active journey.

 

 

 

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