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Confusion over campaign segment triggers vs filters vs exit criteria


divinetomedy

Hi there,

I have a couple of very-simple campaigns, and I’m sorta overwhelmed by the complexity in setting them up. Here’s a classic example: I want to automatically send an email to anyone who doesn’t click our email “magic link” to complete their account setup after, say, 1 day.

  1. I have a segment called “hasn’t yet tapped magic link”, which is for users who have given their email but not created an account.
  2. So, I create an account called “Magic link problems” and choose “Segment change” as my trigger, i.e. when users ENTER the segment.
  3. My campaign goal, then, is for them to LEAVE the segment. When I set this, it asks if I also want to add this as my filter to my trigger. What’s kinda annoying is that it’s suggesting I should add the filter, but in this case, it’s completely redundant...right?
  4. Then my exit criteria could be literally any of these:
    • Achieve the goal
    • Stop matching the trigger/filters
    • Achieve the goal OR stop matching the trigger/filters
    • And in this case, since I’m just sending 1 reminder email, I could even just set “People don’t leave early, they move through the entire workflow”.

I realize this is probably an unusually simple campaign, but it seems like a sniff when I could select any one of 4 options and they’d all be “right”. Moreover, for us non-email-ninjas out there, it introduces confusion and self-doubt. :)

If I’m not thinking about this correctly, any help would be appreciated - thank you!
TOM

Best answer by Felix

Hey Tom,

without having seen your exact setup, I would say you are having the correct thoughts.

All these filters and exit criterias are for complex camaigns and you will be glad they exist once you need them them ;)

In this case you can ignore the “add filter to trigger” (I do it all the time). Also I would suggest you choose one of these exit criterias:

  • Achieve the goal OR stop matching the trigger/filters
  • And in this case, since I’m just sending 1 reminder email, I could even just set “People don’t leave early, they move through the entire workflow”.

Hope that helps,

Felix

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2 replies

Felix
  • Novice
  • 207 replies
  • Answer
  • November 12, 2024

Hey Tom,

without having seen your exact setup, I would say you are having the correct thoughts.

All these filters and exit criterias are for complex camaigns and you will be glad they exist once you need them them ;)

In this case you can ignore the “add filter to trigger” (I do it all the time). Also I would suggest you choose one of these exit criterias:

  • Achieve the goal OR stop matching the trigger/filters
  • And in this case, since I’m just sending 1 reminder email, I could even just set “People don’t leave early, they move through the entire workflow”.

Hope that helps,

Felix


divinetomedy
  • Author
  • Scholar
  • 14 replies
  • November 13, 2024

Ok that’s really helpful - thanks Felix!


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