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Robyn_Hatfield
Robyn_Hatfield
Level 2
June 26, 2019
Question

NURTURE: Transition Rules - Triggers vs. Filters

  • June 26, 2019
  • 3 replies
  • 3481 views

I am creating a nurture program that will have 3-4 streams. I am starting with 3 streams and creating the transition rules. I originally created multiple triggers within the transition rules.

My goal: To have them go through all emails (there are only 5 in the first stream right now), open 2 times, and click on at least 1 link before moving to the next stream.

I originally had:

  • [Trigger] Delivered email - email 1
  • [Trigger] Delivered email - email 2
  • [Trigger] Delivered email - email 3
  • [Trigger] Delivered email - email 4
  • [Trigger] Delivered email - email 5
  • [Trigger] Opened email (min of 2 times) - any of the 5
  • [Trigger] Clicked link - any of the 5
  • [Filter] Not in this stream (the standard one)

This moved the people to stream 2 before delivering all emails.  I think it's because I should have listed them as filters not triggers (and should only have one trigger).

If I do this, will it accomplish my goal?

  • [Trigger] Delivered email - any of the 5
  • [Filter] Delivered email - email 1
  • [Filter] Delivered email - email 2
  • [Filter] Delivered email - email 3
  • [Filter] Delivered email - email 4
  • [Filter] Delivered email - email 5
  • [Filter] Opened email (min of 2 times) - any of the 5
  • [Filter] Clicked link - any of the 5
  • [Filter] Not in this stream (the standard one)
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3 replies

Josh_Pickles
Josh_Pickles
Level 5
June 26, 2019

Hi Robyn,

I think it's because I should have listed them as filters not triggers

This is correct. Triggers are the actions that occur that pull a lead into a workflow. They can be singular or many and will essentially use OR logic (Opened email OR Clicked link in email).

Filters are the additional required variables a lead MUST have in order to continue through the flow (or transition).

If I do this, will it accomplish my goal?

Almost, but not quite. The Delivered filters are over complicating the flow. The option below should work how you want it to, just make sure to use ALL filters as the rules.

  • [Trigger] Clicks link in Email - any of the 5
  • [Trigger] Opens email (min of 2 times) - any of the 5
  • [Filter] Opened email (min of 2 times) - any of the 5
  • [Filter] Clicked link in Email - any of the 5
  • [Filter] Not in this stream

The above will run a lead through the workflow when they open two of the five emails and click within one.

Robyn_Hatfield
Robyn_HatfieldAuthor
Level 2
June 26, 2019

Thank you Josh. Will the above ensure that the email recipients will receive ALL emails? I want the requirement to move to the next step to be all delivered, 2 opens, and 1 click.  

Robyn Hatfield
Josh_Pickles
Josh_Pickles
Level 5
June 26, 2019

Hi Robyn,

If you wish to move a person into the next stream when they have received all emails & and have opened 2 x emails & clicked at least one, the following filters will work:

  • [Trigger] Delivered Email 5
  • [Trigger] Clicks link in Email - any of the 5
  • [Trigger] Opens email (min of 2 times) - any of the 5
  • [Filter] Was delivered Email 5
  • [Filter] Clicked link in Email - any of the 5
  • [Filter] Opened email (min of 2 times) - any of the 5
  • [Filter] Not in this stream

This filter list will mean a person who has opened/clicked with emails AND received email 5 will enter the second stream. 

    Robyn_Hatfield
    Robyn_HatfieldAuthor
    Level 2
    June 27, 2019

    Thank you Josh! I have it set and look forward to seeing the sequencing.  I appreciate your help!

    Robyn Hatfield
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