Set up complex flows in your Automations and split users based on a new targeting rule along the journey!
Imagine different scenario branches based on Profiles conditions and unlock a wide variety of sophisticated and personalized CRM scenarios without losing the simplicity of Batch Dashboard.
What is the Yes/No Split feature?
The Yes/No Split leverages all Profiles data to split the workflow into 2 branches:
Yes, people match the condition;
No, they don’t.
Then, you can send a different message or even a different type depending on whether the user matches or doesn't match the new rule.
Example:
Here the split will depend on whether users are opt-in to marketing emails or not. If they are, they'll get an email. Otherwise, they'll get an SMS message ✅
Let's see how to create a new branch!
How to use it?
Once you have chosen the trigger event, you can add the Yes/No Split at every step of an omnichannel trigger automation. Click on the + button and then select Yes/No Split:
Then, choose a new segmentation rule to set up the split and give it a name:
It can be through Segments (more information on user Segments here), or Custom Audiences (more information on Custom Audiences here).
💡 Be aware that entry event information cannot be used as split targeting rules.
By clicking again on the '+', you can add any message or even another split:
🔍 Also, with this feature, automations can get a lot bigger: to get a better overview, use the mini-map representing the whole automation at the bottom right of your screen to navigate and zoom in and out in the automation:
You are now ready to create your own journey using the Yes/No Split feature ✨
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