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.
- 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.
- So, I create an account called “Magic link problems” and choose “Segment change” as my trigger, i.e. when users ENTER the segment.
- 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?
- 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