How to display different funnels to different customers using conditions (triggers) | funnel segmentation.
Conditions (Triggers) allow you to display a different thank you page or funnel offer to your customers based on different criteria.
About Conditions (Triggers)
To create a new condition (trigger), you need to create a funnel. We've got a full article on using the ReConvert editor, but since funnels and conditions (triggers) are related, we'll cover more or less the same stuff below.
Setting up the Condition (Trigger)
After you choose your funnel name, you're taken to the funnel editor, and the first step is to make the condition (trigger).
You can hover over the condition (trigger) to see what parameters have been set.
You can also see the condition (trigger) parameters by hovering over the ? sign in the main dashboard.
Category
The Category is the primary condition for funneling out your customers. There a 5 categories you can choose from. we'll go through each of them.
- All orders
- Customer information
- Order details
- Product purchased data
- Other options
1️⃣ All Orders
If you select this parameter then every customer will be passed through your funnel.
2️⃣ Customer information option and its Parameters
Here's the dropdown with the options for the customer information parameter, we'll explain each of them.
- Accepts marketing
- Birthday
- Customer created date
- First name
- Last name (as above)
- Number of orders
- Phone number
- Address
- Apartment, suite (as above)
- City
- Country (as above)
- State/province (as above)
- Zip code
- Survey answers
- Survey taken (yes/no)
- Tags
- Time since last order
- Total items
- Pays taxes (Pays tax/tax exempt)
- Total revenue
- Specific customers (is/is not)
- Company
3️⃣ Product Purchased Data and It's Parameters
- Available at sales
- Barcode
- Charge taxes
- Compare at Price
- Product Collection
- Specific Product
- HS (Harmonized System) Code
- Inventory policy
- Overselling
- Product description
- Product price
- Product tags
- Product title
- Product type
- Product vendor
- Inventory quantity
- SKU
- Variant name
- Weight
- Cost per item
- Physical Product/Require Shipping
4️⃣ Order Details and its Parameters
- Billing address
- Billing apartment, suite, etc
- Billing address first name
- Billing address last name
- Billing city
- Billing country
- Billing state/province
- Billing zip code
- Billing company
- Carrier
- Discount code used
- Total discount value
- Fraud analysis
- Fulfillment status
- Order date
- Order id
- Order name
- Order number
- Order notes
- Order tags
- Order time
- Order value
- Payment method
- Payment status
- Refund value
- Shipment status
- Shipping address
- Shipping apartment, suite, etc.
- Shipping address first name
- Shipping address last name
- Shipping city
- Shipping country
- Shipping company
- Shipping state/province
- Shipping zip code
- Shipping method
- Shipping value
- Sales channel
- Tax value
- Total items count
- Tracking number
- Timeline comments
- Order status
- Currency
- Language
5️⃣ Other Options and Their Parameters
- Operating System
- Browser
- Device
- User impressions for this order
- User impressions for all orders
Here is a list of the more popular trigger options
- Showing an offer depending on the product the customer has bought
Product purchased data > Specific product > At least one product > Is > your product.
- Showing an offer set by on from which collection the customer has bought
Product purchased data > Product collection > At least one product > Is in collection > your collection.
- Showing offer determined by the device from which the customer has placed the order
Other options > Device > Mobile
- Showing a specific offer depending on order value
Order details > Order value > Is > Value
- Showing an offer depending on your customer's language / multi-language offers
Order details > Language > Is > select here the language.
Once you are done setting up the condition (trigger) you can now go ahead and finish setting up the rest of the funnel
AND/OR Conditions
The AND and OR operators are used to filter records based on more than one condition:
The AND operator displays a record if all the conditions separated by AND are TRUE. In the example below, the funnel conditions (triggers) if the order contains a shirt AND a cup.
The OR operator displays a record if any of the conditions separated by OR is TRUE. In the example below, the funnel conditions (triggers) if the order contains a shirt OR a cup.
Funnel Priority
It is important to note that funnels are given priority according to how they are laid out on your funnel list.
So for example the funnel list laid out below would have the following priority.
- Funnel name
- Conversion Monster funnel
- 25% off upsell F
and so on..
And you're all set! from now the customers will see the funnel offer based on the conditions (triggers) you've set, and if they don't meet any of the conditions (triggers) you've configured, they'll see the default funnel offer.
Well, that’s a wrap!
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Updated on: 23/05/2024
Thank you!