Creating Multipath Automated Emails (Funnels)

Using conditional blocks can make your automated emails very powerful. You are able to gather data and create a personalized experience based on the recipients past and current behavior. 

They can be as complex or simple as you like.

When a conditional is used, it provides a YES or NO result that will determine the next actions. The below example shows a conditional with the YES and NO paths created.

Each path can have multiple actions as needed. See an example of a completed automation that includes a conditional path.

Conditionals

Has in Selected Tags: Check if the contact associated with any of the specified Tags. If multiple Tags are specified and ANY are a match, the YES path will be used.

Check Contact’s Properties: Check criteria like Name, State, Country, and so on to determine the next step, or if someone should be excluded based on criteria (example, a product specific to a state). You can require all or only some of the criteria to match. 

Purchased a Specific Product or Not: Select the product(s) you want to check. If multiple products are specified and  ANY products match, the YES path will be used.

Has in Selected Lists: Check if the contact associated with any of the specified Lists. If multiple Lists are specified and ANY are a match, the YES path will be used.

Has User Role: The roles are defined by the system as either Subscriber or Customer. 

WebStore Conditions: Set criteria such as Customer Order Value, Purchased Products from Category, and so on. You can choose multiple criteria and you can have multiple groups, so if one condition group isn’t a match, it will move to the next one.