Branching of Users via Condition Stages

Conditions

Conditions are evaluated when users arrive at the stage. Conditions are always evaluated within a specific time range defined by you while setting up the condition stage.

To add conditions, click + to add the conditions.

Common Conditions

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Common conditions are available for all campaigns in the flow.

Conditional Split Check user attribute Has done event

Want to split users based on the action taken by the user? Actions such as who clicked and converted or from users who converted without clicking and also from those who received the notification but did not convert. The conditional split will do the job for you.

Want to send the next message based on the language used by the user where vernacular languages are preferred more than others? The order of language can be Spanish > Chinese > Bahasa > Arabic > English. Conditional Split is the feature to go with.

Want to split users and send personalized coupons based on the user's last location? Conditional Split is a click away to help.

A conditional split provides the option to create multiple conditional branches for users to navigate through based on the branch entry criteria to accomplish a goal. A conditional split provides a maximum of 24 branches and one default branch without any conditions so that the user can move through this branch to the next stage.

In a conditional split, you can have a combination of user property and user events as the evaluation criteria for entry to every branch that is created.
Users can also be split based on the same primary entry event they performed to enter the flow. Please use the events mentioned under the "Flow Entry event" category in the events dropdown to utilize this. 

ConditionalSplit.gif

Do the following:

    1. Click the pen icon to edit the condition.
    2. Do the following:
      Field Description
      Stage Name

      Type to modify the condition's name to manage and identify the condition.

      Evaluate the following conditions

      Select from the drop-down to choose the start of your Evaluation Window:

      • Since they entered the flow:
        This defines the start time to be From the time the user has entered the current flow.
      • Since they exited the previous stage
        This defines the start time to be From the time the user has moved from the previous stage in the flow to the next stage.
      • In the past
        This defines the start time to be From the set timeframe in the past calculated from the entry to this stage or from the time the user has entered the current flow, whichever is lesser. Set the time in minutes, hours, or days.
      Condition is satisfied if the user
      1. In Display Name, type or paste the name of the branch or path.
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        Ensure that the Display name has a maximum of 20 characters only.

      2. Use one of the following:
        1. User property
          1. Select from the drop-down the user property.
          2. Provide the property details.
            The filter is the primary filter condition.
          3. Click + Filter to add additional filters to the primary filter condition.
        2. User behavior
          1. Select from the drop-down one of the following:
            Has Executed
            Has Not Executed
          2. Select from the drop-down one of the events.
            Events include any of the flow entry conditions as well. 
            Screenshot 2024-05-03 at 10.12.03 AM.png
          3. Click + Attributes to add additional filters to the primary condition. The default Constant Value will help you complete the filter with specific static values. While the Event Attribute/ User Attribute option as shown above will help you link this primary condition with the Even Trigger Condition and define checks that are dynamic in nature. To know more, refer to Linked Conditions
      +Filter
      1. Click to add another filter along with the primary conditions.
      2. Click AND or OR 
      3. Similar to above step,You can add additional conditional checks and link them to previous user actions with Linked Conditions.
      Keep evaluating for the next
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      Information

      They are used with Since entering the flow and In the past flow evaluation conditions.

      1. Enable to check if the condition is satisfied for the set time duration from the start time defined in "Evaluate the following Conditions"
      2. Type or use the up and down arrow keys to set the time duration
      3. Select from the drop-down minutes, hours, or days to set the evaluation duration.
    3. Use the + icon to add more branches as part of the conditional split stage. The First Branch has the highest priority, and priority reduces as you progress down. Default Branch has the least priority. For example, when there is a Conditional split where a user X matches both conditions of branch 1 and branch 2, the user moves down Branch 1 as that has the highest priority. So for a conditional split, the order of branches plays an important role where the user moves provided they match more than 1 branch's criteria.
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  • The default branch does not have any conditions.

  • You can add personalized and dynamic conditional checks based on previous user actions with Linked Conditions.
  • Users navigate to the default branch when they do not satisfy any of the conditions applied in the conditional split.

  • The order of branches will influence which branch path the user will take in a conditional split as the branches have a decreasing priority from the first branch to the last branch or the default branch."

  • Users satisfying the Primary branch will leave as soon as they satisfy the criteria. While in the other branches, they will leave only after the completion of the Evaluation Period.

  • Users navigate the branch and follow the branch after meeting the evaluation criteria.

When you edit a published flow having conditional split, the following are applicable:

    • Change the Display Name. 
    • Change the branch evaluation conditions.
    • Cannot add a new branch.
    • Cannot delete a branch.

Conditions with Campaigns

  1. Click the plus icon to add the condition for campaigns
  2. Click the pen icon to edit the condition.
arrow_drop_down Email

Do the following for an email campaign:

  1. Select one of the following conditions:
    Field Description

    On send email message

    Checks whether the email is sent to the user.

    Has opened email message

    Checks whether the user has opened the received email message.

    Has clicked email message

    Checks whether the user has clicked any link in the received email message.

    Has unsubscribe email

    Checks whether the targeted user has unsubscribed from receiving the email campaigns.

    On email drop

    Checks whether the targeted email for the user was not sent because of previous hard bounces or marked spam or complaints.

    On email spam

    Checks whether the email sent to the targeted user was marked as spam mail.

    On email bounce

    Checks whether the email sent to the targeted user was bounced.

    On hard bounce

    Checks whether the email sent to the targeted user was hard-bounced.

  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from the drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down Connector

Do the following for the Connector campaign:

  1. Select Connector sent successfully to check whether the Connector is sent to the user. 
  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from the drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down Push

Do the following for the push campaign:

  1. Select one of the following conditions:
    Field Description

    Has received push notification

    Checks whether the user has received the push notification. 

    Has dismissed push notification

    Checks whether the user has dismissed the received push notification.

    Has clicked push notification

    Checks whether the user has clicked the received push notification.

  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from the drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down SMS

Do the following for the SMS campaign:

  1. Select SMS sent successfully to check whether the SMS is sent to the user. 
  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from the drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down On-Site

Do the following for the On-site campaign:

  1. Select one of the following conditions:
    Field Description

    Has seen the on-site message

    Checks whether the user has seen the on-site message. 

    Has clicked on-site message

    Checks whether the user has clicked the on-site message.

    Has closed on-site message

    Checks whether the user has closed the on-site message.

  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down In-app

Do the following for the In-app campaign:

  1. Select one of the following conditions:
    Field Description

    Has seen mobile in-app message

    Checks whether the user has seen the mobile in-app message. 

    Has clicked mobile in-app message

    Checks whether the user has clicked the mobile in-app message.

    Has closed mobile in-app message

    Checks whether the user has closed the mobile in-app message.

  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down WhatsApp

Do the following for the WhatsApp campaign:

  1. Select one of the following conditions:
    Field Description

    Message Delivered Successfully

    Checks whether the message was delivered successfully. 

    Message Delivery Failed

    Checks whether the message delivery failed

    Message Sent Successfully

    Checks whether the message was sent successfully. 

    Message Read

    Checks whether the message was read successfully. 

  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.
arrow_drop_down Facebook

Do the following for the Facebook campaign:

  1. Select Facebook audience synced successfully to check whether the users of Facebook campaigns are synced with MoEngage. 
  2. Check for event occurrence

    1. Type or use the up and down buttons to set the time.
    2. Select from drop-down either minutes, hours, or days
  3. Click Done to add the action or click Cancel to cancel the action.

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