After you have selected your sequence's event-based trigger, there are a variety of trigger-based settings that can be applied to fine tune which customers will enter the sequence.
When you define a filter, then the sequence will only execute on those triggers and/or customers which pass the filter definitions. For example, you can limit the sequence 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 sequence's re-trigger 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.
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
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.).
- Activate the sequence 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.
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.
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 sequence
- “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 sequence.
- “none of” - in order to qualify for entry into the sequence, the contact cannot have any of the tags selected here
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 sequence” 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 sequence” and “in the last”. There are options for “greater than”, “lower than” and “equals” for the total value of orders.
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 sequence.
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 sequence.
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"
Using the AND option between conditions will make a sequence 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 sequence.
For example the following setup will enroll contacts:
Have an active cart of 2 hours AND have the tag "Active_shoppers."
Using the AND operator can severely limit who is being enrolled in your sequence.
The “re-trigger” option specifies whether a customer can re-enter this sequence more than once simultaneously. There are two re-trigger options: ON and OFF
ON - Multiple active sequences per customer
Every time the customer triggers this sequence, they will re-enter it, even if they are currently enrolled in the same sequence because of a previous trigger
*Be careful, as this can trigger multiple emails to the customer.
OFF- One active sequence per customer
Does not re-enroll the customer in the sequence if the customer is still in an active sequence.
For example, imagine that you have set up a sequence that is triggered by an "Order Placed" event, waits 30 days, and sends an email.
A customer places order #1 on your site, and is now enrolled in the sequence. 5 days later, they place another order on your site.
If you set "re-triggering" to ON, then the customer will be enrolled in the sequence twice - once for order #1 and once for order #2. Thus, they will receive one email 30 days after placing order #1 and another email 30 days after placing order #2.
However, if re-triggering was set to OFF, then they would not have been re-enrolled in the sequence again for order #2, and thus would have only received an email 30 days after order #1.
Important to note: A customer can re-trigger a sequence in either case, if they enter the sequence after finishing the previous one entirely. So, continuing the example above, if the customer places the second order 35 days after the first one (ie, 5 days after receiving the email from the first sequence), then they will be re-enrolled in the sequence regardless of the re-trigger settings, and will receive an email 30 days after order #2.