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.
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.
NOTE 📝: Conditions (Triggers) are the backbone of your funnels. It is conditions (triggers) that determine how your funnel works.
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.
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
If you select this parameter then every customer will be passed through your funnel.
Here's the dropdown with the options for the customer information parameter, we'll explain each of them.
Accepts marketing
Birthday
Customer created date
Email
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
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
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
Operating System
Browser
Device
User impressions for this order
User impressions for all orders
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
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.
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..
💡Tip: As you work on your conditions (triggers), it is best that you also create a variety thank you page templates which you can apply to each condition (trigger). When a condition (trigger) is activated, the relevant template will be shown to the customer.
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.
If this article did not solve your issue, our support team is available for you 24/7, just click the live chat button at the bottom-right corner of this page.
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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.
NOTE 📝: Conditions (Triggers) are the backbone of your funnels. It is conditions (triggers) that determine how your funnel works.
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..
💡Tip: As you work on your conditions (triggers), it is best that you also create a variety thank you page templates which you can apply to each condition (trigger). When a condition (trigger) is activated, the relevant template will be shown to the customer.
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!
If this article did not solve your issue, our support team is available for you 24/7, just click the live chat button at the bottom-right corner of this page.
📢 Did you know we have a YouTube channel? Don’t forget to subscribe to the channel to keep in touch with us and our news and updates.
🙏 If you find our app useful, help other merchants find it by leaving us an honest review on the Shopify app store! It means the world to us.
📧 Please let us know if you spot any typos, mistakes or omissions via care@stilyoapps.com
Updated on: 23/05/2024
Thank you!