Conditions, splits and goals
Yes / no checks, A/B paths, the goal that ends a journey, and action steps.
Conditions
A Condition step checks the person when it runs and sends them down Yes or No. Add steps under each path. Conditions come with Standard.
You can check:
- the email domain, country or city
- tags they have, or do not have
- a list they are on, or not
- their lead score (at least or at most)
- whether they opened or clicked anything in this journey
- whether they have a phone number or an email address
- a field of the record that brought them in, such as the order amount
- a website visit to a page whose address has the words you choose
- whether they bought in the last number of days
Match all of the rules, or any of them.
A/B splits
An A/B split sends people down two or three paths by the share you choose, such as 50 / 50. Put a different email under each path and compare their results on the step. A/B splits come with Professional.
Goals
A goal is what you want people to do - for example places an order in an abandoned-cart journey. Choose it under the journey's Goal. Anyone who reaches it after coming in leaves the journey at once, with the status Reached the goal, and gets no more of its messages. Goals come with Standard.
Goals you can choose: an order placed, an invoice created or paid, a deal won, a booking made, a lead added, a form filled in, a subscription started, a website visit.
Action steps
| Action | What it does |
|---|---|
| Add or remove a tag | On the person's marketing contact |
| Add to or remove from a list | One of your mailing lists |
| Set a field | First name, last name, company, city, country or your own field |
| Make a CRM lead | If your business uses CRM; you choose the owner |
| Make a CRM task | On the person's lead or contact, with a due date |
| Tell your team | A notification to a person, the Admins or the Managers |
| Email your team | The person's details to a team address |
| Webhook | A signed call to your own software |
| Add or remove points | Lead scoring (Professional) |
| Move to another journey | Puts the person into another running journey |
| Take out of this journey | Ends the journey for them |
If your plan no longer includes what a step needs, that step is skipped with the note Not in your plan, and the journey's owner and Admins are told once.