CAMPAIGN TRIGGER : WHEN A CUSTOMER ENTERS A SEGMENT

Click here to learn more about what segments are.

Creating a Campaign Triggered by a Customer Entering a Segment

1. Select the Trigger

   Begin by choosing the trigger for your campaign.

   • Click on "When a customer enters a segment".

• A dropdown list will appear, displaying the segments you've previously created.
• Select the specific segment that will trigger this campaign.

2. Move to the Next Step

   Once you've selected your segment, click on the "Next" button.

3. Configure Settings and Goals
   • On the Settings and Goals page, define how often a customer can re-enter the campaign based on the trigger conditions.
   • Choose from the available sending frequency options:
     • Send once: Customers will only enter the campaign once, even if they meet the conditions again.
     • Send every time: Customers will enter the campaign every time they meet the trigger conditions.
     • Send at intervals: Define a specific interval at which customers can re-enter the campaign.

4. Segment Settings

   Choose the appropriate segment setting for the automation:

   • Future Customers Only: The campaign will trigger only for customers who enter the segment in the future.
   • Existing or Historic Customers: The campaign will trigger for both current and future customers within the selected segment.

5. Proceed to Workflow

   After configuring the segment settings, click "Next" to move to the Workflow page.

   This is where you build out the automation logic. To learn more about creating workflows, click here.