Smart Automation - Exit Condition

Exit conditions are a critical feature in smart automation that allow you to control and refine when an automation should not be triggered for specific customers. They help ensure that your automated messages are sent only under appropriate circumstances and prevent redundant or irrelevant communications.

Watch the video to know to add exit conditions and how does it work:

How Do Exit Conditions Work?

1. Configuration:
• When setting up an automation, you can define exit conditions in the third step of the process. This allows you to specify scenarios where the automation should be halted or skipped for certain customers.
2. Types of Exit Conditions:
• Cancelled an Order: Excludes customers who have placed an order and then cancelled it within a specified period.
• Did Not Place an Order: Excludes customers who have not placed any order within a configured timeframe.
• Placed an Order: Excludes customers based on specific details of their order, such as product type or collection.
3. Secondary Conditions:
• Each primary exit condition can be further refined with secondary conditions. These might include:
• Any Criteria: Broadly excludes based on any criteria met.
• Specific Products: Targets customers who have purchased or not purchased specific products.
• Specific Collections: Refines exclusion based on product collections.
• Order Fulfillment Message: Considers customers who have received specific order fulfillment messages.
4. Time Duration:
• Set a time duration (in minutes, hours, or days) within which the exit conditions must be met. For example, if a customer has cancelled an order within the last 30 days, they may be excluded from receiving further reorder automation messages.
5. Application:
• Exit conditions are applied dynamically as the automation processes incoming data. If a customer meets the exit condition criteria, the automation will skip sending the message to that customer.
6. Example Scenario:
• For a reorder automation with a 30-day trigger, you might set an exit condition to exclude customers who have cancelled an order within the last 30 days. This ensures that customers who recently cancelled an order are not prompted to reorder immediately.
7. Adding Multiple Conditions:
• You can add multiple exit conditions to further refine who should be excluded. Each condition can be set with different parameters and priorities.
8. Impact on Automation:
• By properly setting exit conditions, you prevent the automation from sending messages to customers who do not fit the intended criteria, reducing unnecessary communication and enhancing overall engagement effectiveness.

In This Article

• Watch the video to know to add exit conditions and how does it work:
• How Do Exit Conditions Work?
• What is the Exit Condition?
• What is the difference between the “Add Rule” and “Add Group” customization?

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