Understand Flow Triggers and Filters
Every workflow has a trigger that initiates the flow. You can narrow the scope of this trigger even further by using a segment filter. If a flow is triggered when someone places an order, for example, a conditional filter can be added to limit them to specific product types. Filters are evaluated alongside the trigger itself in order to allow only certain contacts into a flow.
A more general filter can be used to target a very specific behavior or group of people. Workflow filters are used when people enter your flow and before each email in the workflow is sent. These filters ensure that only those who still qualify are allowed to proceed through a flow.
In this article, we will go through each element with visual image to have a better understanding of workflow triggers and filters in AVADA.
Basically AVADA supports many automation triggers at start event. You can select the event type - correspond to a default trigger:
For example, if I choose "Welcome subscribers" event, then the Start Event Trigger will be when someone subscribed to Audience list
Similarly, each event type has its default trigger at Start Event. Please note that you can not create a new event type for your own use. If you have any suggestion, feel free to contact us through the Support Team and we will see if we can develop your suggested feature.
So if you want to add more filter to a certain workflow, what should we do?
While you already have the Start event condition to have a set of recipients, you can add additional condition to filter out suitable contacts. COndition can be based on Contact info, Contact behaviors, Order Data. For example only allow contacts from US to enter this workflow, etc.
If you don't add one, the system will automatically get contacts that match default start event. You can choose your additional filter to match all conditions or any of the condition.
Segment filter in Automation is not usually used.
In AVADA, if you select a segment filter for automation workflow, then only people already in the segment and meet the start event trigger will enter the workflow. In other words, it cannot trigger the new people enter the segment, only the initiate people.
For example, if you want to send welcome email to customers who subscribe via Form X, then please do not use Segment filter in this case. You should use WHEN TO SEND condition filter. (see image below)
You can select condition when contacts exit a workflow. For each event type, AVADA already set this condition up. So you basically do not need to change something unless you have a purpose.
Learn more: How to select Additional Filters for your Automation workflow?
Workflow's filters are how you filter out the recipients of your workflow after you have sent one or more emails. These filters are included inside AVADA Marketing Automation as an drag and drop element to customize your workflow. Check them out below.
A yes/no split filter is an element that can split the workflow into two based on the recipient's reaction. For example, if you send a discount workflow, whether the customer accept or refuse to use the coupon can lead to a different email from you.
You can also implement many filters if you like, making a more complicated workflow but can better target your audience. If someone is skipped owing to failing flow filters, they will still proceed to the next phase and be scheduled. If a contact fails the flow's filters at a single phase, they are not removed from the flow entirely; they will be scheduled for the following step. Because of the nature of some flow filters, if someone is skipped once, they will be skipped for the rest of the process.
A multiple split filter is an element that helps you split the workflow into as many paths as you want. You can set up many emails for many types of customers this way, and further personalize your message for your audience. This is kind of an advanced filter, so you can contact our Support Team if you are not actually sure how to implement it.
To add any of the filter above into the workflow, you just need to drag them from the left dashboard into the workflow and start adding condition to filter the recipients. You can also use these to update your audience's information by using the "Update contact attribute" element.
A more general filter can be used to target a very specific behavior or group of people. Workflow filters are used when people enter your flow and before each email in the workflow is sent. These filters ensure that only those who still qualify are allowed to proceed through a flow.
In this article, we will go through each element with visual image to have a better understanding of workflow triggers and filters in AVADA.
1. Workflow's trigger (Start event)
1.1 Default trigger
Basically AVADA supports many automation triggers at start event. You can select the event type - correspond to a default trigger:
For example, if I choose "Welcome subscribers" event, then the Start Event Trigger will be when someone subscribed to Audience list
Similarly, each event type has its default trigger at Start Event. Please note that you can not create a new event type for your own use. If you have any suggestion, feel free to contact us through the Support Team and we will see if we can develop your suggested feature.
So if you want to add more filter to a certain workflow, what should we do?
1.2. WHEN TO SEND
While you already have the Start event condition to have a set of recipients, you can add additional condition to filter out suitable contacts. COndition can be based on Contact info, Contact behaviors, Order Data. For example only allow contacts from US to enter this workflow, etc.
If you don't add one, the system will automatically get contacts that match default start event. You can choose your additional filter to match all conditions or any of the condition.
1.3. SEGMENT FILTERS
Segment filter in Automation is not usually used.
In AVADA, if you select a segment filter for automation workflow, then only people already in the segment and meet the start event trigger will enter the workflow. In other words, it cannot trigger the new people enter the segment, only the initiate people.
For example, if you want to send welcome email to customers who subscribe via Form X, then please do not use Segment filter in this case. You should use WHEN TO SEND condition filter. (see image below)
1.4. WHEN TO STOP
You can select condition when contacts exit a workflow. For each event type, AVADA already set this condition up. So you basically do not need to change something unless you have a purpose.
Learn more: How to select Additional Filters for your Automation workflow?
2. Workflow's split filters
Workflow's filters are how you filter out the recipients of your workflow after you have sent one or more emails. These filters are included inside AVADA Marketing Automation as an drag and drop element to customize your workflow. Check them out below.
2.2. Yes/no split filters:
A yes/no split filter is an element that can split the workflow into two based on the recipient's reaction. For example, if you send a discount workflow, whether the customer accept or refuse to use the coupon can lead to a different email from you.
You can also implement many filters if you like, making a more complicated workflow but can better target your audience. If someone is skipped owing to failing flow filters, they will still proceed to the next phase and be scheduled. If a contact fails the flow's filters at a single phase, they are not removed from the flow entirely; they will be scheduled for the following step. Because of the nature of some flow filters, if someone is skipped once, they will be skipped for the rest of the process.
2.3. Multiple split filters:
A multiple split filter is an element that helps you split the workflow into as many paths as you want. You can set up many emails for many types of customers this way, and further personalize your message for your audience. This is kind of an advanced filter, so you can contact our Support Team if you are not actually sure how to implement it.
To add any of the filter above into the workflow, you just need to drag them from the left dashboard into the workflow and start adding condition to filter the recipients. You can also use these to update your audience's information by using the "Update contact attribute" element.
Updated on: 16/08/2021
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